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Procter & Gamble

2,073 hedge funds and large institutions have $140B invested in Procter & Gamble in 2017 Q3 according to their latest regulatory filings, with 76 funds opening new positions, 777 increasing their positions, 971 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,073
Holders Change
+3
Holders Change %
+0.14%
% of All Funds
51.76%
Holding in Top 10
237
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-1.66%
% of All Funds
5.92%
New
76
Increased
777
Reduced
971
Closed
58
Calls
$1.75B
Puts
$1.59B
Net Calls
+$168M
Net Calls Change
+$906M
Name Holding Trade Value Shares
Change
Shares
Change %
BAMCO Inc
2001
BAMCO Inc
New York
$163K
BIMC
2002
Benson Investment Management Company
Virginia
$159K
EWM
2003
Edge Wealth Management
New York
$149K
SHJ
2004
Sharkey, Howes & Javer
Colorado
$140K -$9.18K -100 -6%
CLM
2005
ClearBridge LLC (Maryland)
Maryland
$139K +$139K +1,526 New
BCM
2006
Blume Capital Management
California
$135K
KBFS
2007
Kohmann Bosshard Financial Services
Ohio
$125K +$125K +1,370 New
HL
2008
Harding Loevner
New Jersey
$124K
RPG
2009
Risk Paradigm Group
Texas
$116K
SIAS
2010
Shine Investment Advisory Services
Colorado
$112K +$9.13K +100 +9%
GWA
2011
Guidant Wealth Advisors
Illinois
$111K +$184 +2 +0.2%
APSP
2012
Asset Planning Services (Pennsylvania)
Pennsylvania
$109K +$365 +4 +0.3%
SM
2013
SG3 Management
Puerto Rico
$100K +$100K +1,100 New
AWM
2014
AllSquare Wealth Management
New York
$99K +$19.2K +210 +24%
CFN
2015
Cordasco Financial Network
Florida
$98K -$4.2K -46 -4%
LF
2016
Lee Financial
Texas
$93K
TCM
2017
Tributary Capital Management
Nebraska
$92K +$92K +1,015 New
CIR
2018
Clear Investment Research
Georgia
$82K
TJHA
2019
Thomas J. Herzfeld Advisors
Florida
$72K +$453 +5 +0.6%
MUS
2020
Mitsubishi UFJ Securities
Japan
$71K
RFWA
2021
RPg Family Wealth Advisory
Massachusetts
$69.8K -$18.2K -200 -21%
Barrow, Hanley, Mewhinney & Strauss
2022
Barrow, Hanley, Mewhinney & Strauss
Texas
$69K -$453 -5 -0.7%
SFG
2023
Sage Financial Group
Pennsylvania
$69K
ABA
2024
American Beacon Advisors
Texas
$67K
LIM
2025
Lagoda Investment Management
New York
$63K