PG icon

Procter & Gamble

2,270 hedge funds and large institutions have $142B invested in Procter & Gamble in 2017 Q4 according to their latest regulatory filings, with 282 funds opening new positions, 827 increasing their positions, 953 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,270
Holders Change
+197
Holders Change %
+9.5%
% of All Funds
51.56%
Holding in Top 10
223
Holding in Top 10 Change
-14
Holding in Top 10 Change %
-5.91%
% of All Funds
5.06%
New
282
Increased
827
Reduced
953
Closed
68
Calls
$1.61B
Puts
$1.78B
Net Calls
-$174M
Net Calls Change
-$343M
Name Holding Trade Value Shares
Change
Shares
Change %
FAM
2001
Flaharty Asset Management
Florida
$345K -$78.5K -856 -19%
BA
2002
Bristlecone Advisors
Washington
$344K +$4.41K +48 +1%
HS
2003
Huntington Steele
Pennsylvania
$343K
NFG
2004
Nadler Financial Group
Illinois
$343K +$92 +1 +0%
CIA
2005
Cascade Investment Advisors
Oregon
$342K +$28.8K +313 +9%
HBWM
2006
Hollow Brook Wealth Management
New York
$341K -$16.4K -178 -5%
BGC
2007
Blue Granite Capital
South Carolina
$340K -$1.21M -13,043 -78%
PHAM
2008
Palisades Hudson Asset Management
Florida
$338K -$53.8K -585 -14%
EGM
2009
Engineers Gate Manager
New York
$338K +$338K +3,676 New
RPGK
2010
Retirement Planning Group (Kansas)
Kansas
$337K
DOA
2011
D'Orazio & Associates
Virginia
$337K +$459 +5 +0.1%
AAM
2012
American Asset Management
Florida
$336K
KM
2013
Kalos Management
Georgia
$334K +$334K +3,842 New
MLFP
2014
MPS Loria Financial Planners
Illinois
$333K +$10.4K +113 +3%
HFA
2015
Huber Financial Advisors
Illinois
$332K +$332K +3,618 New
RWMH
2016
Riverpoint Wealth Management Holdings
Illinois
$331K -$26.4K -290 -7%
PCMI
2017
Paradigm Capital Management Inc
New York
$331K
NIM
2018
NuWave Investment Management
New Jersey
$326K +$326K +3,552 New
DDC
2019
Daniel Devine & Co
Florida
$325K -$8.53K -93 -3%
GC
2020
Gilbert & Cook
Iowa
$324K +$1.19K +13 +0.4%
FPCP
2021
Fort Point Capital Partners
California
$323K -$16.6K -181 -5%
FC
2022
FCA Corp
Texas
$322K
PWM
2023
Perigon Wealth Management
California
$322K +$18.5K +202 +6%
SCM
2024
Shapiro Capital Management
Georgia
$319K +$368 +4 +0.1%
PCFFS
2025
Pacific Center for Financial Services
California
$318K