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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 %
PPW
1976
Pasadena Private Wealth
California
$668K +$17.3K +150 +3%
JIP
1977
JBJ Investment Partners
South Carolina
$664K +$43.1K +392 +7%
RCA
1978
Rowland Carmichael Advisors
Arizona
$663K
CFD
1979
Creative Financial Designs
Indiana
$661K +$191K +1,737 +41%
RPA
1980
Rock Point Advisors
Vermont
$660K -$87K -791 -12%
CMANY
1981
Capital Management Associates (New York)
New York
$660K
LBD
1982
Landsberg Bennett & Dubbaneh
Florida
$656K +$39.8K +348 +6%
CRWM
1983
Castle Rock Wealth Management
California
$654K -$453K -3,983 -41%
ETC
1984
Exchange Traded Concepts
Oklahoma
$652K +$444K +4,035 +213%
FRA
1985
Front Row Advisors
California
$651K +$77.4K +656 +13%
NPF
1986
Norris Perne & French
Michigan
$650K -$47.8K -435 -7%
LPWM
1987
Lake Point Wealth Management
Texas
$647K +$391K +3,557 +153%
PFA
1988
Pathway Financial Advisors
Vermont
$646K
SRC
1989
Sage Rhino Capital
California
$645K +$8.8K +80 +1%
ACM
1990
Anfield Capital Management
California
$644K -$82K -745 -11%
PIP
1991
Peachtree Investment Partners
Florida
$642K -$131K -1,193 -17%
BWP
1992
Bernardo Wealth Planning
Pennsylvania
$642K -$32.3K -294 -5%
MWA
1993
Meridian Wealth Advisors
Texas
$641K +$19.8K +180 +3%
CII
1994
Capital International Inc
California
$640K -$659K -5,995 -51%
TAM
1995
Tradition Asset Management
Virginia
$640K -$38.7K -352 -6%
BCP
1996
Berkeley Capital Partners
Georgia
$640K +$1.54K +14 +0.2%
AIA
1997
Arbor Investment Advisors
North Carolina
$639K +$440 +4 +0.1%
KLI
1998
Kelman-Lazarov Inc
Tennessee
$637K -$1.13M -10,291 -64%
SWP
1999
Strategic Wealth Partners
Ohio
$637K
MA
2000
MONECO Advisors
Connecticut
$636K +$89.4K +812 +16%