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Procter & Gamble

2,486 hedge funds and large institutions have $198B invested in Procter & Gamble in 2019 Q3 according to their latest regulatory filings, with 106 funds opening new positions, 900 increasing their positions, 1,190 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,486
Holders Change
+35
Holders Change %
+1.43%
% of All Funds
54.6%
Holding in Top 10
394
Holding in Top 10 Change
+104
Holding in Top 10 Change %
+35.86%
% of All Funds
8.65%
New
106
Increased
900
Reduced
1,190
Closed
56
Calls
$2.18B
Puts
$2.71B
Net Calls
-$536M
Net Calls Change
-$1.01B
Name Holding Trade Value Shares
Change
Shares
Change %
MWM
2001
Mascoma Wealth Management
New Hampshire
$592K -$46.3K -372 -7%
MYIA
2002
Mount Yale Investment Advisors
Colorado
$592K +$73.5K +616 +14%
NA
2003
Nottingham Advisors
New York
$591K +$251K +2,020 +74%
MPM
2004
Meritage Portfolio Management
Kansas
$588K
WLIM
2005
White Lighthouse Investment Management
Massachusetts
$588K +$249 +2 +0%
ACM
2006
Ategra Capital Management
Virginia
$588K
KL
2007
KWMG LLC
Kansas
$586K -$6.22K -50 -1%
HFA
2008
High Falls Advisors
New York
$585K -$249 -2 -0%
SOAMC
2009
Spirit of America Management Corp
New York
$585K
DA
2010
Doliver Advisors
Texas
$584K -$117K -996 -17%
PCM
2011
Pointe Capital Management
Michigan
$583K
WF
2012
WoodTrust Financial
Wisconsin
$582K
CC
2013
Capital Counsel
New York
$582K +$582K +4,683 New
PA
2014
PFG Advisors
Arizona
$581K -$1.46K -12 -0.3%
CWM
2015
Confluence Wealth Management
Oregon
$581K +$32.2K +259 +6%
DA
2016
DSC Advisors
Illinois
$578K +$140K +1,127 +32%
PCM
2017
Perritt Capital Management
Illinois
$574K -$103K -831 -15%
FCFC
2018
First Commonwealth Financial Corp
Pennsylvania
$574K
MIH
2019
Meitav Investment House
Israel
$572K -$304K -2,466 -35%
AIM
2020
Acropolis Investment Management
Missouri
$571K -$7.46K -60 -1%
JLBC
2021
J.L. Bainbridge & Co
Florida
$570K -$4.35K -35 -0.8%
NVIM
2022
New Vernon Investment Management
Illinois
$569K
BHB
2023
Bank Hapoalim BM
Israel
$568K
OWA
2024
Outlook Wealth Advisors
Texas
$567K -$331K -2,665 -37%
VSWA
2025
Vontobel Swiss Wealth Advisors
Switzerland
$561K +$115K +925 +26%