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Procter & Gamble

2,435 hedge funds and large institutions have $165B invested in Procter & Gamble in 2019 Q1 according to their latest regulatory filings, with 136 funds opening new positions, 893 increasing their positions, 1,148 reducing their positions, and 89 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,435
Holders Change
+18
Holders Change %
+0.74%
% of All Funds
52.79%
Holding in Top 10
277
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
6%
New
136
Increased
893
Reduced
1,148
Closed
89
Calls
$2.42B
Puts
$1.62B
Net Calls
+$792M
Net Calls Change
+$73.9M
Name Holding Trade Value Shares
Change
Shares
Change %
AA
2001
Advisory Alpha
Michigan
$499K +$11.5K +110 +2%
CFS
2002
Cannon Financial Strategists
Georgia
$498K +$498K +4,788 New
HIC
2003
Hartline Investment Corp
Illinois
$497K +$7.81K +75 +2%
FAM
2004
Fenimore Asset Management
New York
$496K
KL
2005
KWMG LLC
Kansas
$495K -$31.8K -306 -6%
BOE
2006
Bank of Edwardsville
Illinois
$495K +$495K +4,761 New
WLIM
2007
White Lighthouse Investment Management
Massachusetts
$493K -$41.2K -396 -8%
JF
2008
JSF Financial
California
$490K -$4.16K -40 -0.8%
SOAMC
2009
Spirit of America Management Corp
New York
$489K
HFA
2010
High Falls Advisors
New York
$489K +$208 +2 +0%
GC
2011
Garde Capital
Washington
$488K -$1.01M -9,665 -67%
SWM
2012
Shakespeare Wealth Management
Wisconsin
$488K -$10.3K -99 -2%
AIM
2013
Acropolis Investment Management
Missouri
$488K -$2.92K -28 -0.6%
WF
2014
WoodTrust Financial
Wisconsin
$487K
XSC
2015
X-Square Capital
Puerto Rico
$487K +$625 +6 +0.1%
AWE
2016
Avidian Wealth Enterprises
Texas
$487K +$1.25K +12 +0.3%
AFC
2017
AFT Forsyth & Company
Florida
$486K
VAM
2018
Verity Asset Management
North Carolina
$485K -$25K -240 -5%
AGA
2019
Accuvest Global Advisors
Utah
$482K -$1.18M -11,376 -71%
IIA
2020
IPG Investment Advisors
California
$481K +$91K +875 +23%
ICM
2021
IMS Capital Management
Oregon
$481K -$38K -365 -7%
NVIM
2022
New Vernon Investment Management
Illinois
$476K
BHB
2023
Bank Hapoalim BM
Israel
$474K
MPM
2024
Meritage Portfolio Management
Kansas
$472K -$12.1K -116 -2%
NP
2025
NorthRock Partners
Minnesota
$467K -$48.5K -466 -9%