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Procter & Gamble
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Overview Fund Activity

2,722 hedge funds and large institutions have $222B invested in Procter & Gamble in 2020 Q3 according to their latest regulatory filings, with 131 funds opening new positions, 1,026 increasing their positions, 1,226 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,722
Holders Change
+34
Holders Change %
+1.26%
% of All Funds
55.07%
Holding in Top 10
396
Holding in Top 10 Change
+58
Holding in Top 10 Change %
+17.16%
% of All Funds
8.01%
New
131
Increased
1,026
Reduced
1,226
Closed
65
Calls
$2.41B
Puts
$1.78B
Net Calls
+$625M
Net Calls Change
+$181M

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
+$1.21B
2
Aristotle Capital Management
Aristotle Capital Management
California
+$814M
3
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$479M
4
Bank of America
Bank of America
North Carolina
+$432M
5
Fidelity Investments
Fidelity Investments
Massachusetts
+$406M

Top Sellers

1
Goldman Sachs
Goldman Sachs
New York
-$486M
2
D.E. Shaw & Co
D.E. Shaw & Co
New York
-$375M
3
Vanguard Group
Vanguard Group
Pennsylvania
-$368M
4
AllianceBernstein
AllianceBernstein
Tennessee
-$316M
5
State Street
State Street
Massachusetts
-$279M
Name Holding Trade Value Shares
Change 		Shares
Change %
RA
1751
Rational Advisors
New York
$1.35M -$393K -2,826 -23%
NPF
1752
Norris Perne & French
Michigan
$1.34M +$110K +788 +9%
FMT
1753
First Mercantile Trust
Tennessee
$1.34M -$262K -1,899 -16%
AA
1754
Advisory Alpha
Michigan
$1.33M -$15.8K -112 -1%
SAM
1755
SignalPoint Asset Management
Missouri
$1.33M -$17K -122 -1%
SBL
1756
Sargent Bickham Lagudis
Colorado
$1.33M -$3.2K -23 -0.2%
RCA
1757
Resonant Capital Advisors
Wisconsin
$1.33M +$7.65K +55 +0.6%
FA
1758
FMA Advisory
Pennsylvania
$1.33M +$267K +1,924 +25%
MA
1759
Modus Advisors
Minnesota
$1.32M +$288K +2,074 +28%
TC
1760
TAP Consulting
Missouri
$1.32M +$5.42K +39 +0.4%
WA
1761
Wambolt & Associates
Colorado
$1.32M +$77.5K +558 +6%
BFA
1762
Brendel Financial Advisors
New Hampshire
$1.32M +$83.3K +599 +7%
LDFR
1763
Lehman & Derafelo Financial Resources
Pennsylvania
$1.32M – – –
CAM
1764
Cubic Asset Management
Massachusetts
$1.31M -$34.7K -250 -3%
SIC
1765
Samalin Investment Counsel
New York
$1.31M +$112K +806 +9%
CS
1766
Capital Square
Tennessee
$1.31M +$5.84K +42 +0.4%
PCMC
1767
Paragon Capital Management (Colorado)
Colorado
$1.3M -$4.31K -31 -0.3%
SMH
1768
Sanders Morris Harris
Texas
$1.3M +$1.3M +9,170 New
SJIM
1769
St. Johns Investment Management
Florida
$1.3M +$19.7K +142 +2%
CWM
1770
Centric Wealth Management
Illinois
$1.3M +$195K +1,613 +18%
HFP
1771
Holistic Financial Partners
Indiana
$1.29M -$26.8K -193 -2%
QWM
1772
QP Wealth Management
New Jersey
$1.29M +$32.7K +235 +3%
SFSG
1773
Stearns Financial Services Group
North Carolina
$1.29M -$222K -1,596 -15%
DWM
1774
Dorchester Wealth Management
Quebec, Canada
$1.29M – – –
WCM
1775
WealthBridge Capital Management
Ohio
$1.29M +$2.22K +16 +0.2%
69 70
71
72 73