PG icon

Procter & Gamble

2,715 hedge funds and large institutions have $198B invested in Procter & Gamble in 2019 Q4 according to their latest regulatory filings, with 329 funds opening new positions, 921 increasing their positions, 1,172 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,715
Holders Change
+229
Holders Change %
+9.21%
% of All Funds
53.61%
Holding in Top 10
322
Holding in Top 10 Change
-72
Holding in Top 10 Change %
-18.27%
% of All Funds
6.36%
New
329
Increased
921
Reduced
1,172
Closed
63
Calls
$1.98B
Puts
$2.09B
Net Calls
-$113M
Net Calls Change
+$423M
Name Holding Trade Value Shares
Change
Shares
Change %
AWM
1976
Atticus Wealth Management
Florida
$825K +$825K +6,604 New
RIM
1977
Reliant Investment Management
Tennessee
$823K
GPA
1978
Garrison Point Advisors
California
$822K -$8.5K -68 -1%
AFIA
1979
America First Investment Advisors
Nebraska
$821K
ACA
1980
Ackerman Capital Advisors
Texas
$820K +$125K +1,002 +18%
KOMWMG
1981
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$817K +$817K +6,539 New
MAWCM
1982
Mine & Arao Wealth Creation & Management
California
$815K +$815K +6,527 New
PP
1983
PagnatoKarp Partners
Virginia
$812K -$2.25K -18 -0.3%
NAMP
1984
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$810K -$67.7K -542 -8%
HWA
1985
Heritage Wealth Advisors
Virginia
$799K +$27.1K +217 +4%
PFGIA
1986
Patriot Financial Group Insurance Agency
Massachusetts
$798K -$34.8K -279 -4%
MCP
1987
Mirador Capital Partners
California
$798K -$22K -176 -3%
JA
1988
JOYN Advisors
Georgia
$798K -$7.24K -58 -0.9%
SMFS
1989
Squar Milner Financial Services
California
$796K -$416K -3,333 -34%
SIA
1990
Soltis Investment Advisors
Utah
$793K +$793K +6,351 New
NPF
1991
Norris Perne & French
Michigan
$792K -$21.8K -175 -3%
KFA
1992
Kelleher Financial Advisors
New York
$788K +$107K +861 +16%
EBSAM
1993
Eubel Brady & Suttman Asset Management
Ohio
$788K +$682K +37,652 +646%
CWM
1994
Confluence Wealth Management
Oregon
$783K +$200K +1,600 +34%
PP
1995
Parplus Partners
New York
$783K +$783K +6,271 New
HPC
1996
Hobart Private Capital
North Carolina
$780K +$13.4K +107 +2%
BSAM
1997
Blue Square Asset Management
New York
$777K -$147K -1,178 -16%
EWM
1998
EPG Wealth Management
Georgia
$776K +$776K +6,214 New
FFG
1999
Frisch Financial Group
New York
$775K +$35.6K +285 +5%
TAM
2000
Tradition Asset Management
Virginia
$771K +$45.2K +362 +6%