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Procter & Gamble

2,226 hedge funds and large institutions have $121B invested in Procter & Gamble in 2018 Q1 according to their latest regulatory filings, with 94 funds opening new positions, 879 increasing their positions, 1,075 reducing their positions, and 113 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,226
Holders Change
-44
Holders Change %
-1.94%
% of All Funds
51.09%
Holding in Top 10
151
Holding in Top 10 Change
-72
Holding in Top 10 Change %
-32.29%
% of All Funds
3.47%
New
94
Increased
879
Reduced
1,075
Closed
113
Calls
$1.12B
Puts
$1.11B
Net Calls
+$9.92M
Net Calls Change
+$184M
Name Holding Trade Value Shares
Change
Shares
Change %
AWA
2001
Acorn Wealth Advisors
Michigan
$291K -$12.5K -172 -4%
FAM
2002
Flaharty Asset Management
Florida
$291K +$232 +3 +0.1%
WA
2003
Wealth Architects
California
$290K -$66.9K -845 -19%
RWMH
2004
Riverpoint Wealth Management Holdings
Illinois
$288K +$712 +9 +0.2%
MLFP
2005
MPS Loria Financial Planners
Illinois
$288K +$1.11K +14 +0.4%
OIM
2006
Orca Investment Management
Oregon
$286K -$120K -1,512 -30%
CG
2007
CFO4Life Group
Texas
$286K -$29.4K -370 -9%
NFG
2008
Nadler Financial Group
Illinois
$285K -$10.8K -136 -4%
SNBOSD
2009
Security National Bank of So Dak
Iowa
$284K +$103K +1,293 +57%
CA
2010
Continuum Advisory
Idaho
$283K -$221K -2,792 -44%
IF
2011
IRON Financial
Illinois
$283K +$13.1K +166 +5%
HK
2012
Horizon Kinetics
New York
$282K -$105K -1,325 -27%
NPPM
2013
North Point Portfolio Managers
Ohio
$281K -$7.59M -95,819 -96%
SCG
2014
Sonata Capital Group
Washington
$281K -$123K -1,550 -30%
DDC
2015
Daniel Devine & Co
Florida
$281K
FC
2016
FCA Corp
Texas
$277K
PCFFS
2017
Pacific Center for Financial Services
California
$274K
PGA
2018
Premia Global Advisors
Florida
$274K +$21.1K +271 +8%
WCM
2019
Wedge Capital Management
North Carolina
$274K +$25.2K +318 +10%
SL
2020
Signition LP
New York
$274K +$274K +3,462 New
WP
2021
WealthSource Partners
California
$273K -$160K -2,014 -37%
CF
2022
Corrigan Financial
Rhode Island
$273K +$6.42K +81 +2%
GC
2023
Gilbert & Cook
Iowa
$272K -$8.18K -103 -3%
CG
2024
Clinton Group
New York
$270K +$270K +3,411 New
BIM
2025
Baldwin Investment Management
Pennsylvania
$269K