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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 %
IIA
1976
IPG Investment Advisors
California
$311K
SSWM
1977
Sheets Smith Wealth Management
North Carolina
$311K -$30.3K -364 -9%
RHBC
1978
R.H. Bluestein & Co
Michigan
$311K -$8.32K -100 -3%
SCG
1979
Sonata Capital Group
Washington
$309K +$14.4K +173 +5%
ANBT
1980
American National Bank & Trust
Texas
$308K -$49.8K -597 -14%
PHAM
1981
Palisades Hudson Asset Management
Florida
$306K
SAM
1982
Strategy Asset Managers
California
$305K +$83 +1 +0%
SRSA
1983
S.R. Schill & Associates
Washington
$305K -$106K -1,278 -26%
FPCP
1984
Fort Point Capital Partners
California
$304K +$304K +3,654 New
IP
1985
Intellectus Partners
California
$303K
GC
1986
Gilbert & Cook
Iowa
$302K -$3.16K -38 -1%
ADBIC
1987
A.D. Beadell Investment Counsel
Wisconsin
$300K -$2.84M -34,138 -90%
AAP
1988
Arax Advisory Partners
Colorado
$300K -$35.6K -428 -11%
KFA
1989
Kelleher Financial Advisors
New York
$300K +$26.6K +320 +10%
CGL
1990
Clarius Group LLC
Washington
$299K +$299K +3,589 New
SNBOSD
1991
Security National Bank of So Dak
Iowa
$298K
NIT
1992
NumerixS Investment Technologies
British Columbia, Canada
$298K +$298K +3,600 New
EWF
1993
Epstein & White Financial
California
$296K -$104K -1,292 -26%
HCM
1994
Harvest Capital Management
New Hampshire
$296K
WPA
1995
West Paces Advisors
Georgia
$292K
FC
1996
FCA Corp
Texas
$291K
JIP
1997
Jaffetilchin Investment Partners
Florida
$289K +$11.7K +141 +4%
PCFFS
1998
Pacific Center for Financial Services
California
$288K
CA
1999
Centerpoint Advisors
Massachusetts
$287K -$17K -204 -6%
WCM
2000
Wedge Capital Management
North Carolina
$286K -$2.08K -25 -0.7%