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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 %
BWA
1951
Burt Wealth Advisors
Maryland
$926K -$5.28K -38 -0.6%
KS
1952
Karpas Strategies
Connecticut
$922K – – –
BW
1953
Bison Wealth
Georgia
$921K -$105K -753 -10%
PA
1954
Probity Advisors
Texas
$921K -$3.34K -24 -0.4%
KLI
1955
Kelman-Lazarov Inc
Tennessee
$921K +$161K +1,159 +21%
HWA
1956
HHM Wealth Advisors
Tennessee
$920K -$44.3K -319 -5%
GFPC
1957
Global Financial Private Client
Florida
$917K +$26K +187 +3%
VC
1958
Veracity Capital
Georgia
$916K -$113K -14,436 -11%
BWM
1959
BCS Wealth Management
Tennessee
$916K -$8.47K -61 -0.9%
AFIA
1960
America First Investment Advisors
Nebraska
$913K – – –
MAWCM
1961
Mine & Arao Wealth Creation & Management
California
$913K +$1.81K +13 +0.2%
BWM
1962
BNC Wealth Management
Oregon
$910K +$910K +6,547 New
JF
1963
JSF Financial
California
$908K +$22.5K +162 +3%
MA
1964
MONECO Advisors
Connecticut
$907K +$84.2K +606 +10%
SFP
1965
Shepherd Financial Partners
Massachusetts
$905K +$4.59K +33 +0.5%
HFG
1966
Heron Financial Group
New York
$905K +$182K +1,307 +25%
NAMP
1967
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$902K -$34.8K -250 -4%
KOMWMG
1968
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$902K +$695 +5 +0.1%
RWA
1969
RGT Wealth Advisors
Texas
$900K +$27.8K +200 +3%
PFM
1970
Patton Fund Management
Texas
$897K -$35.7K -257 -4%
BWP
1971
Baldwin Wealth Partners
Massachusetts
$897K – – –
PIG
1972
Pantheon Investment Group
California
$896K -$55.6K -400 -6%
TF
1973
Trek Financial
Arizona
$896K +$163K +1,172 +22%
KFA
1974
Kelleher Financial Advisors
New York
$894K – – –
SBA
1975
Secrest Blakey & Associates
North Carolina
$893K -$37.5K -270 -4%
77 78
79
80 81