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Procter & Gamble

2,058 hedge funds and large institutions have $130B invested in Procter & Gamble in 2016 Q4 according to their latest regulatory filings, with 195 funds opening new positions, 768 increasing their positions, 917 reducing their positions, and 98 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,058
Holders Change
+63
Holders Change %
+3.16%
% of All Funds
51.53%
Holding in Top 10
262
Holding in Top 10 Change
-132
Holding in Top 10 Change %
-33.5%
% of All Funds
6.56%
New
195
Increased
768
Reduced
917
Closed
98
Calls
$1.62B
Puts
$2.43B
Net Calls
-$811M
Net Calls Change
-$1.83B
Name Holding Trade Value Shares
Change
Shares
Change %
EARNEST Partners
2001
EARNEST Partners
Georgia
$110K +$110K +1,303 New
IUHSA
2002
Itau Unibanco Holding S.A.
Brazil
$109K +$72.9K +870 +202%
IWA
2003
IBEX Wealth Advisors
New Jersey
$108K -$92.7K -1,063 -46%
EF
2004
Empirical Finance
Pennsylvania
$101K +$101K +1,194 New
MS
2005
Marshall & Sullivan
Washington
$100K
ACM
2006
Americafirst Capital Management
California
$99.1K -$12K -143 -11%
CFN
2007
Cordasco Financial Network
Florida
$99K -$1.51K -18 -2%
KKAMG
2008
Kernodle & Katon Asset Management Group
Arkansas
$99K +$71.2K +843 +256%
TJHA
2009
Thomas J. Herzfeld Advisors
Florida
$95K +$421 +5 +0.4%
PIMJS
2010
PKO Investment Management Joint-Stock
Poland
$93.5K +$93.5K +1,112 New
RFWA
2011
RPg Family Wealth Advisory
Massachusetts
$91.1K +$9.75K +116 +12%
MIC
2012
MU Investments Company
Japan
$89K -$53.4K -630 -38%
AWM
2013
AllSquare Wealth Management
New York
$87K
AIC
2014
Ayalon Insurance Company
Israel
$86K -$11.4K -136 -12%
SIG
2015
Stanford Investment Group
California
$79K
SFG
2016
Sage Financial Group
Pennsylvania
$64K
WAS
2017
WESPAC Advisors SoCal
California
$62K
LYV
2018
Live Your Vision
Pennsylvania
$61K -$17.6K -209 -22%
LIM
2019
Lagoda Investment Management
New York
$60K +$60K +715 New
APSP
2020
Asset Planning Services (Pennsylvania)
Pennsylvania
$56K -$101K -1,195 -64%
HCM
2021
Horrell Capital Management
Arkansas
$56K
RBC
2022
Roble Belko & Company
Pennsylvania
$56K +$34K +403 +154%
LWA
2023
Lenox Wealth Advisors
New York
$54K -$47.1K -563 -47%
HWP
2024
Hefty Wealth Partners
Indiana
$53K
BC
2025
Barnett & Company
Tennessee
$50K