PG icon

Procter & Gamble
PG

Overview Fund Activity

2,486 hedge funds and large institutions have $198B invested in Procter & Gamble in 2019 Q3 according to their latest regulatory filings, with 106 funds opening new positions, 900 increasing their positions, 1,190 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,486
Holders Change
+35
Holders Change %
+1.43%
% of All Funds
54.6%
Holding in Top 10
394
Holding in Top 10 Change
+104
Holding in Top 10 Change %
+35.86%
% of All Funds
8.65%
New
106
Increased
900
Reduced
1,190
Closed
56
Calls
$2.18B
Puts
$2.71B
Net Calls
-$536M
Net Calls Change
-$1.01B

Top Buyers

1
Geode Capital Management
Geode Capital Management
Massachusetts
+$465M
2
BlackRock
BlackRock
New York
+$443M
3
Invesco
Invesco
Georgia
+$364M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$338M
5
Wellington Management Group
Wellington Management Group
Massachusetts
+$337M

Top Sellers

1
PFC
Phocas Financial Corp
California
-$8.83B
2
Toronto Dominion Bank
Toronto Dominion Bank
Ontario, Canada
-$401M
3
YAM
Yacktman Asset Management
Texas
-$388M
4
Fidelity Investments
Fidelity Investments
Massachusetts
-$374M
5
Bank of America
Bank of America
North Carolina
-$351M
Name Holding Trade Value Shares
Change 		Shares
Change %
PWP
1951
Private Wealth Partners
California
$662K +$378K +3,034 +133%
SA
1952
SL Advisors
New Jersey
$661K -$61.5K -494 -9%
ODG
1953
O'Dell Group
Ohio
$660K -$20.2K -162 -3%
IF
1954
IRON Financial
Illinois
$659K +$2.61K +21 +0.4%
BMCM
1955
Bryn Mawr Capital Management
Pennsylvania
$656K -$2.49K -20 -0.4%
JF
1956
JSF Financial
California
$654K – – –
BONST
1957
Bank of Nova Scotia Trust
Ontario, Canada
$654K +$183K +1,468 +39%
NCM
1958
Northstar Capital Management
New York
$651K -$24.9K -200 -4%
OWA
1959
One Wealth Advisors
California
$649K -$114K -920 -15%
GWAG
1960
Garrett Wealth Advisory Group
Texas
$648K -$35.3K -284 -5%
FA
1961
Financial Advisors
Massachusetts
$640K +$8.96K +72 +1%
WIS
1962
Wright Investors Service
Connecticut
$639K +$639K +5,140 New
PFA
1963
Pettinga Financial Advisors
Indiana
$635K -$73.9K -594 -10%
LPT
1964
Legacy Private Trust
Wisconsin
$635K -$25.3K -203 -4%
RA
1965
Rational Advisors
New York
$634K -$2.49M -20,003 -80%
SWA
1966
SFMG Wealth Advisors
Texas
$634K -$12.4K -100 -2%
GAMC
1967
Garner Asset Management Corp
Texas
$633K -$12.2K -98 -2%
CRIG
1968
Charter Research & Investment Group
Connecticut
$633K +$12.3K +99 +2%
WCM
1969
Wedge Capital Management
North Carolina
$632K – – –
BSPF
1970
British Steel Pension Fund
United Kingdom
$630K -$443K -3,560 -41%
SWM
1971
Shakespeare Wealth Management
Wisconsin
$630K -$7.34K -59 -1%
WBG
1972
Wharton Business Group
Pennsylvania
$628K – – –
Jacobs Levy Equity Management
1973
Jacobs Levy Equity Management
New Jersey
$626K -$485K -3,900 -44%
P
1974
&Partners
Tennessee
$623K +$6.22K +50 +1%
CFS
1975
Cannon Financial Strategists
Georgia
$623K +$26.1K +210 +4%
77 78
79
80 81