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Procter & Gamble

2,229 hedge funds and large institutions have $125B invested in Procter & Gamble in 2018 Q3 according to their latest regulatory filings, with 106 funds opening new positions, 778 increasing their positions, 1,085 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,229
Holders Change
+22
Holders Change %
+1%
% of All Funds
51.04%
Holding in Top 10
130
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-1.52%
% of All Funds
2.98%
New
106
Increased
778
Reduced
1,085
Closed
63
Calls
$1.61B
Puts
$1.35B
Net Calls
+$265M
Net Calls Change
+$141M
Name Holding Trade Value Shares
Change
Shares
Change %
FAM
1901
Fenimore Asset Management
New York
$398K
IF
1902
IRON Financial
Illinois
$396K +$2.33K +28 +0.6%
FA
1903
FMA Advisory
Pennsylvania
$395K +$9.24K +111 +2%
HFA
1904
High Falls Advisors
New York
$391K -$16.4K -197 -4%
HIC
1905
Hartline Investment Corp
Illinois
$391K -$6.24K -75 -2%
SOAMC
1906
Spirit of America Management Corp
New York
$391K
WIM
1907
Westside Investment Management
California
$391K +$126K +1,509 +48%
PAG
1908
Pinnacle Advisory Group
Maryland
$390K +$4.16K +50 +1%
CPP
1909
Crow Point Partners
Massachusetts
$389K -$556K -6,678 -59%
WF
1910
WoodTrust Financial
Wisconsin
$389K
AFC
1911
AFT Forsyth & Company
Florida
$389K +$12.7K +153 +3%
WCF
1912
West Coast Financial
California
$389K +$107K +1,288 +38%
XSC
1913
X-Square Capital
Puerto Rico
$388K +$583 +7 +0.2%
BWP
1914
Baldwin Wealth Partners
Massachusetts
$386K -$14K -168 -3%
CWM
1915
Confluence Wealth Management
Oregon
$384K +$32.8K +394 +9%
WP
1916
WealthSource Partners
California
$381K +$10.7K +129 +3%
PA
1917
Parkside Advisors
California
$380K -$9.31K -112 -2%
BHB
1918
Bank Hapoalim BM
Israel
$379K
DWM
1919
Dynasty Wealth Management
Florida
$379K +$379K +4,559 New
MPM
1920
Meritage Portfolio Management
Kansas
$378K
TCM
1921
Tradition Capital Management
New Jersey
$377K -$138K -1,657 -27%
HCC
1922
Hirtle Callaghan & Co
Pennsylvania
$375K -$188K -2,250 -33%
CCM
1923
Carlson Capital Management
Minnesota
$372K -$16.7K -200 -4%
TIA
1924
Tiemann Investment Advisors
California
$372K +$5.66K +68 +2%
HWA
1925
Heritage Wealth Advisors
Virginia
$371K +$8.3K +100 +2%