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Procter & Gamble

2,667 hedge funds and large institutions have $176B invested in Procter & Gamble in 2020 Q1 according to their latest regulatory filings, with 129 funds opening new positions, 1,028 increasing their positions, 1,244 reducing their positions, and 142 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,667
Holders Change
-48
Holders Change %
-1.77%
% of All Funds
58.91%
Holding in Top 10
403
Holding in Top 10 Change
+81
Holding in Top 10 Change %
+25.16%
% of All Funds
8.9%
New
129
Increased
1,028
Reduced
1,244
Closed
142
Calls
$1.52B
Puts
$1.24B
Net Calls
+$275M
Net Calls Change
+$388M
Name Holding Trade Value Shares
Change
Shares
Change %
FBFS
1951
First Business Financial Services
Wisconsin
$721K -$77.1K -700 -10%
KOMWMG
1952
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$720K +$770 +7 +0.1%
MAWCM
1953
Mine & Arao Wealth Creation & Management
California
$720K +$1.76K +16 +0.2%
XSC
1954
X-Square Capital
Puerto Rico
$715K -$60.4K -549 -8%
SFA
1955
Stewardship Financial Advisors
Georgia
$711K -$32.8K -298 -4%
SCA
1956
STALEY CAPITAL ADVISERS
Pennsylvania
$711K -$21.7K -197 -3%
BWP
1957
Baldwin Wealth Partners
Massachusetts
$710K +$35.7K +325 +5%
CCM
1958
Cribstone Capital Management
Maine
$704K -$511K -4,644 -42%
LWA
1959
Lineweaver Wealth Advisors
Ohio
$704K +$78.4K +713 +13%
PP
1960
PagnatoKarp Partners
Virginia
$701K -$13.3K -121 -2%
LC
1961
Lavaca Capital
Texas
$700K -$42.4K -385 -6%
BCM
1962
Breiter Capital Management
Florida
$700K +$271K +2,466 +63%
SGK
1963
Steigerwald Gordon & Koch
Virginia
$699K -$112K -1,019 -14%
GPA
1964
Garrison Point Advisors
California
$697K -$27K -245 -4%
PPP
1965
Private Portfolio Partners
New Jersey
$694K -$39.5K -359 -5%
NCM
1966
Novare Capital Management
North Carolina
$693K +$51.1K +465 +8%
EWM
1967
Elmwood Wealth Management
California
$688K -$36.4K -459 -5%
CFA
1968
CWS Financial Advisors
Michigan
$687K
HPC
1969
Hobart Private Capital
North Carolina
$687K
KL
1970
KWMG LLC
Kansas
$684K +$166K +1,510 +32%
UF
1971
Univest Financial
Pennsylvania
$681K -$325K -2,957 -32%
VCP
1972
Verus Capital Partners
Arizona
$675K +$91.9K +836 +16%
CWM
1973
Confluence Wealth Management
Oregon
$674K -$16K -145 -2%
SCM
1974
Salem Capital Management
Massachusetts
$673K
RA
1975
Rational Advisors
New York
$668K -$1.1M -10,028 -62%