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Procter & Gamble

2,926 hedge funds and large institutions have $216B invested in Procter & Gamble in 2021 Q3 according to their latest regulatory filings, with 125 funds opening new positions, 1,250 increasing their positions, 1,153 reducing their positions, and 79 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,926
Holders Change
+4
Holders Change %
+0.14%
% of All Funds
51.39%
Holding in Top 10
217
Holding in Top 10 Change
+24
Holding in Top 10 Change %
+12.44%
% of All Funds
3.81%
New
125
Increased
1,250
Reduced
1,153
Closed
79
Calls
$2.27B
Puts
$1.86B
Net Calls
+$410M
Net Calls Change
-$222M
Name Holding Trade Value Shares
Change
Shares
Change %
LC
1976
Lincoln Capital
Nebraska
$988K
LRIC
1977
Long Road Investment Counsel
Michigan
$986K
SL
1978
Savior LLC
Massachusetts
$985K -$37K -265 -4%
MGWM
1979
Marks Group Wealth Management
Minnesota
$985K +$1.83K +13 +0.2%
MA
1980
MONECO Advisors
Connecticut
$985K +$139K +993 +16%
BWA
1981
BDO Wealth Advisors
Florida
$984K
EA
1982
Elm Advisors
California
$982K
LCH
1983
Lee Capital Holdings
New York
$979K
RC
1984
RBF Capital
California
$979K
HC
1985
Hoese & Co
Minnesota
$977K -$11.9K -85 -1%
EWA
1986
Encompass Wealth Advisors
Oregon
$976K -$280K -2,000 -22%
PWM
1987
PBMares Wealth Management
Virginia
$973K
BSB
1988
Bangor Savings Bank
Maine
$970K +$3.5K +25 +0.4%
DL
1989
DOHJ LLC
Washington
$970K +$710K +4,961 +273%
CT
1990
Clearstead Trust
Maine
$967K +$301K +2,153 +45%
MAWCM
1991
Mine & Arao Wealth Creation & Management
California
$964K +$2.1K +15 +0.2%
MA
1992
MJP Associates
Connecticut
$962K -$46K -329 -5%
FCMC
1993
Founders Capital Management (Connecticut)
Connecticut
$962K
FC
1994
Financial Council
Maryland
$961K +$961K +6,876 New
SAM
1995
Seelaus Asset Management
New Jersey
$959K
WA
1996
Wealth Alliance
New York
$958K +$63.1K +451 +7%
BFS
1997
Bickling Financial Services
Massachusetts
$957K -$18.7K -134 -2%
SIM
1998
SSI Investment Management
California
$952K
EGA
1999
Eagle Global Advisors
Texas
$948K -$3.49K -25 -0.4%
CA
2000
CGN Advisors
Kansas
$946K +$82.6K +591 +10%