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Procter & Gamble

2,715 hedge funds and large institutions have $198B invested in Procter & Gamble in 2019 Q4 according to their latest regulatory filings, with 329 funds opening new positions, 921 increasing their positions, 1,172 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,715
Holders Change
+229
Holders Change %
+9.21%
% of All Funds
53.61%
Holding in Top 10
322
Holding in Top 10 Change
-72
Holding in Top 10 Change %
-18.27%
% of All Funds
6.36%
New
329
Increased
921
Reduced
1,172
Closed
63
Calls
$1.98B
Puts
$2.09B
Net Calls
-$113M
Net Calls Change
+$423M
Name Holding Trade Value Shares
Change
Shares
Change %
RHBC
1776
R.H. Bluestein & Co
Michigan
$1.18M +$325K +2,600 +38%
SWA
1777
Stratos Wealth Advisors
Ohio
$1.18M -$305K -2,440 -21%
OAM
1778
Optimal Asset Management
California
$1.17M +$1.17M +9,401 New
JHCP
1779
Jackson Hole Capital Partners
Oklahoma
$1.17M
KWA
1780
KCS Wealth Advisory
California
$1.17M -$31.1K -249 -3%
MFG
1781
Magnus Financial Group
New York
$1.17M +$6.5K +52 +0.6%
CS
1782
Capital Square
Tennessee
$1.17M +$1.17M +9,338 New
EF
1783
Empirical Finance
Pennsylvania
$1.16M +$430K +3,443 +59%
KA
1784
KLCM Advisors
Wisconsin
$1.16M -$28.1K -225 -2%
CWM
1785
Connecticut Wealth Management
Connecticut
$1.16M -$218K -1,745 -16%
WA
1786
Waverly Advisors
Alabama
$1.15M +$639K +5,031 +124%
JFA
1787
JNBA Financial Advisors
Minnesota
$1.15M +$11.1K +89 +1%
JG
1788
Jefferies Group
New York
$1.15M +$1.03M +8,245 +872%
BCA
1789
Berman Capital Advisors
Georgia
$1.15M -$460K -3,685 -29%
PV
1790
Private Vista
Illinois
$1.15M -$177K -1,418 -13%
SAMC
1791
Spectrum Asset Management (California)
California
$1.14M -$181K -1,450 -14%
CNAM
1792
Campbell Newman Asset Management
Wisconsin
$1.14M
EWM
1793
Elmwood Wealth Management
California
$1.14M +$9.36K +75 +0.8%
SAM
1794
Secure Asset Management
Michigan
$1.14M +$1.14M +9,132 New
EPWM
1795
Essex Private Wealth Management
Massachusetts
$1.14M +$1.14M +9,115 New
MWM
1796
Meridian Wealth Management
Kentucky
$1.14M +$171K +1,366 +18%
SJIM
1797
St. Johns Investment Management
Florida
$1.14M +$875 +7 +0.1%
FSA
1798
Fort Sheridan Advisors
Illinois
$1.13M -$787K -6,300 -41%
AFAS
1799
Acorn Financial Advisory Services
Virginia
$1.13M +$1.13M +9,067 New
MFP
1800
Meridian Financial Partners
Virginia
$1.13M -$245 -2 -0%