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Procter & Gamble

2,229 hedge funds and large institutions have $125B invested in Procter & Gamble in 2018 Q3 according to their latest regulatory filings, with 106 funds opening new positions, 778 increasing their positions, 1,085 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,229
Holders Change
+22
Holders Change %
+1%
% of All Funds
51.04%
Holding in Top 10
130
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-1.52%
% of All Funds
2.98%
New
106
Increased
778
Reduced
1,085
Closed
63
Calls
$1.61B
Puts
$1.35B
Net Calls
+$265M
Net Calls Change
+$141M
Name Holding Trade Value Shares
Change
Shares
Change %
FIM
2001
Frontier Investment Management
Texas
$286K +$286K +3,437 New
NPPM
2002
North Point Portfolio Managers
Ohio
$285K
BA
2003
Bristlecone Advisors
Washington
$282K +$282K +3,386 New
SCM
2004
Shapiro Capital Management
Georgia
$281K +$333 +4 +0.1%
OWA
2005
One Wealth Advisors
California
$280K -$442K -5,313 -61%
M
2006
MOTCO
Texas
$279K +$46.4K +558 +20%
PFGIA
2007
Patriot Financial Group Insurance Agency
Massachusetts
$279K +$219K +2,637 +369%
SFFS
2008
Stonehage Fleming Financial Services
Jersey
$278K -$49.7K -599 -15%
CW
2009
Cobiz Wealth
Colorado
$277K -$44.8K -538 -14%
ACM
2010
AlphaStar Capital Management
North Carolina
$276K -$186K -2,231 -40%
HCM
2011
Harvey Capital Management
Florida
$276K
DDPIC
2012
Deroy & Devereaux Private Investment Counsel
Michigan
$273K -$16.6K -200 -6%
MFG
2013
Monte Financial Group
Connecticut
$271K
PWM
2014
Patriot Wealth Management
Texas
$268K -$12.2K -147 -4%
CFIA
2015
Cantor Fitzgerald Investment Advisors
New York
$267K
AAS
2016
Annex Advisory Services
Wisconsin
$267K +$2K +24 +0.8%
BCM
2017
Bluefin Capital Management
New York
$267K +$267K +3,216 New
GAAM
2018
Guinness Atkinson Asset Management
California
$266K
RPGK
2019
Retirement Planning Group (Kansas)
Kansas
$266K +$31.3K +377 +13%
Edgewood Management
2020
Edgewood Management
Connecticut
$266K +$266K +3,200 New
PAA
2021
Peregrine Asset Advisers
Oregon
$263K
RAM
2022
Riggs Asset Management
Pennsylvania
$263K
AC
2023
Allstate Corporation
Illinois
$262K -$5.16K -62 -2%
PIM
2024
Profit Investment Management
Maryland
$259K +$32.1K +387 +14%
PCMI
2025
Paradigm Capital Management Inc
New York
$258K -$16.6K -200 -6%