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Procter & Gamble

2,715 hedge funds and large institutions have $198B invested in Procter & Gamble in 2019 Q4 according to their latest regulatory filings, with 329 funds opening new positions, 921 increasing their positions, 1,172 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,715
Holders Change
+229
Holders Change %
+9.21%
% of All Funds
53.61%
Holding in Top 10
322
Holding in Top 10 Change
-72
Holding in Top 10 Change %
-18.27%
% of All Funds
6.36%
New
329
Increased
921
Reduced
1,172
Closed
63
Calls
$1.98B
Puts
$2.09B
Net Calls
-$113M
Net Calls Change
+$423M
Name Holding Trade Value Shares
Change
Shares
Change %
UF
2001
Univest Financial
Pennsylvania
$769K +$457K +5,439 +147%
BWP
2002
Baldwin Wealth Partners
Massachusetts
$766K
BWP
2003
Bernardo Wealth Planning
Pennsylvania
$766K +$4K +32 +0.5%
SCM
2004
Salem Capital Management
Massachusetts
$764K -$179K -1,435 -19%
BBA
2005
Braun-Bostich & Associates
Pennsylvania
$764K +$67.4K +546 +10%
P
2006
&Partners
Tennessee
$764K +$138K +1,109 +22%
BPWA
2007
Beacon Pointe Wealth Advisors
California
$763K +$49.8K +400 +7%
TI
2008
Tidal Investments
Wisconsin
$763K +$239K +1,915 +46%
SWIG
2009
Strategic Wealth Investment Group
Kentucky
$761K +$761K +6,093 New
RCA
2010
Rowland Carmichael Advisors
Arizona
$753K +$1.87K +15 +0.2%
RA
2011
Royce & Associates
New York
$749K -$499K -4,000 -40%
LCH
2012
Lee Capital Holdings
New York
$749K
CMANY
2013
Capital Management Associates (New York)
New York
$749K
AA
2014
Apriem Advisors
California
$745K +$375 +3 +0.1%
PHK
2015
Point72 Hong Kong
Hong Kong
$735K +$389K +3,115 +112%
M
2016
Mirova
France
$734K +$505K +4,046 +221%
NCM
2017
Novare Capital Management
North Carolina
$729K -$84.3K -675 -10%
OL
2018
Optas LLC
Texas
$727K +$727K +5,834 New
Financial Engines Advisors
2019
Financial Engines Advisors
California
$726K +$726K +5,811 New
BCP
2020
Berkeley Capital Partners
Georgia
$725K -$43.8K -351 -6%
AIA
2021
Arbor Investment Advisors
North Carolina
$725K -$5.12K -41 -0.7%
PAM
2022
Peninsula Asset Management
Florida
$725K
TFGT
2023
TS Financial Group (TSFG)
Illinois
$725K +$3.37K +27 +0.5%
OWA
2024
One Wealth Advisors
California
$719K +$66.9K +536 +10%
PAG
2025
Pinnacle Advisory Group
Maryland
$718K -$12.1K -97 -2%