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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 %
MCM
1976
McRae Capital Management
New Jersey
$893K – – –
FNBOSM
1977
First National Bank of South Miami
Florida
$890K -$135K -969 -13%
APWA
1978
Atlas Private Wealth Advisors
New Jersey
$889K +$22.7K +163 +3%
GCP
1979
GSA Capital Partners
United Kingdom
$881K +$881K +6,340 New
GIM
1980
Greylin Investment Management
Virginia
$879K -$13.9K -100 -2%
CWA
1981
Clarity Wealth Advisors
California
$873K -$48.9K -352 -5%
CWC
1982
Carolinas Wealth Consulting
North Carolina
$873K +$277K +1,994 +47%
GPA
1983
Garrison Point Advisors
California
$871K +$4.17K +30 +0.5%
HPC
1984
Hobart Private Capital
North Carolina
$868K -$2.5K -18 -0.3%
RWB
1985
RMR Wealth Builders
New Jersey
$867K +$666K +4,794 +332%
SFA
1986
Stewardship Financial Advisors
Georgia
$865K -$36.4K -262 -4%
WPA
1987
West Paces Advisors
Georgia
$863K +$22.4K +161 +3%
OFW
1988
Omnia Family Wealth
Florida
$862K – – –
LC
1989
Landaas & Company
Wisconsin
$861K -$61.2K -440 -7%
TPWA
1990
TRUE Private Wealth Advisors
Oregon
$859K -$4.03K -29 -0.5%
PAG
1991
Pinnacle Advisory Group
Maryland
$859K +$55.2K +397 +7%
ECA
1992
Elevated Capital Advisors
Utah
$853K -$13.9K -99 -2%
RCA
1993
Rowland Carmichael Advisors
Arizona
$849K +$7.09K +51 +0.8%
RIM
1994
Reliant Investment Management
Tennessee
$846K +$452K +3,251 +115%
PFC
1995
Phocas Financial Corp
California
$844K +$132K +950 +19%
LBD
1996
Landsberg Bennett & Dubbaneh
Florida
$842K -$116K -848 -12%
CM
1997
Columbus Macro
Pennsylvania
$841K -$65.2K -469 -7%
MWA
1998
Meridian Wealth Advisors
Texas
$840K -$29.3K -211 -3%
PIA
1999
Perennial Investment Advisors
California
$840K +$131K +944 +19%
CFD
2000
Creative Financial Designs
Indiana
$838K -$354K -2,546 -30%
78 79
80
81 82