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Procter & Gamble

2,070 hedge funds and large institutions have $134B invested in Procter & Gamble in 2017 Q2 according to their latest regulatory filings, with 82 funds opening new positions, 834 increasing their positions, 912 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,070
Holders Change
-12
Holders Change %
-0.58%
% of All Funds
51.69%
Holding in Top 10
241
Holding in Top 10 Change
-38
Holding in Top 10 Change %
-13.62%
% of All Funds
6.02%
New
82
Increased
834
Reduced
912
Closed
74
Calls
$1.04B
Puts
$1.78B
Net Calls
-$737M
Net Calls Change
-$345M
Name Holding Trade Value Shares
Change
Shares
Change %
LA
2001
Legacy Advisors
Pennsylvania
$174K
CCMW
2002
Cypress Capital Management (Wyoming)
Wyoming
$161K
WA
2003
WealthTrust-Arizona
Arizona
$159K -$123K -1,419 -44%
BAMCO Inc
2004
BAMCO Inc
New York
$157K
BIMC
2005
Benson Investment Management Company
Virginia
$152K
EWM
2006
Edge Wealth Management
New York
$144K
SHJ
2007
Sharkey, Howes & Javer
Colorado
$142K -$43.7K -500 -24%
RAM
2008
Riggs Asset Management
Pennsylvania
$137K -$3.06K -35 -2%
BCM
2009
Blume Capital Management
California
$129K +$26.1K +300 +25%
HL
2010
Harding Loevner
New Jersey
$119K +$119K +1,360 New
RPG
2011
Risk Paradigm Group
Texas
$111K -$44.4K -510 -29%
GWA
2012
Guidant Wealth Advisors
Illinois
$104K +$173 +2 +0.2%
APSP
2013
Asset Planning Services (Pennsylvania)
Pennsylvania
$104K +$437 +5 +0.4%
CFN
2014
Cordasco Financial Network
Florida
$98K
SIAS
2015
Shine Investment Advisory Services
Colorado
$98K +$98K +1,127 New
EAM
2016
Exane Asset Management
France
$91.5K +$91.5K +1,050 New
LF
2017
Lee Financial
Texas
$89K -$30.4K -349 -25%
RFWA
2018
RPg Family Wealth Advisory
Massachusetts
$84.3K -$28.2K -324 -25%
CIR
2019
Clear Investment Research
Georgia
$78K +$78K +896 New
AWM
2020
AllSquare Wealth Management
New York
$76K -$22.4K -258 -23%
TJHA
2021
Thomas J. Herzfeld Advisors
Florida
$69K -$30.2K -345 -30%
MUS
2022
Mitsubishi UFJ Securities
Japan
$68K -$5.23K -60 -7%
Barrow, Hanley, Mewhinney & Strauss
2023
Barrow, Hanley, Mewhinney & Strauss
Texas
$67K +$67K +767 New
SFG
2024
Sage Financial Group
Pennsylvania
$66K
ABA
2025
American Beacon Advisors
Texas
$64K