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Procter & Gamble

2,667 hedge funds and large institutions have $176B invested in Procter & Gamble in 2020 Q1 according to their latest regulatory filings, with 129 funds opening new positions, 1,028 increasing their positions, 1,244 reducing their positions, and 142 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,667
Holders Change
-48
Holders Change %
-1.77%
% of All Funds
58.91%
Holding in Top 10
403
Holding in Top 10 Change
+81
Holding in Top 10 Change %
+25.16%
% of All Funds
8.9%
New
129
Increased
1,028
Reduced
1,244
Closed
142
Calls
$1.52B
Puts
$1.24B
Net Calls
+$275M
Net Calls Change
+$388M
Name Holding Trade Value Shares
Change
Shares
Change %
PAG
2001
Pinnacle Advisory Group
Maryland
$635K +$2.64K +24 +0.4%
SAM
2002
Strategy Asset Managers
California
$635K +$84.1K +764 +15%
EBSAM
2003
Eubel Brady & Suttman Asset Management
Ohio
$633K -$4.15M -37,720 -87%
JWCA
2004
J.W. Cole Advisors
Florida
$632K -$3.32M -30,149 -84%
GIA
2005
Gladstone Institutional Advisory
Florida
$632K -$210K -1,906 -25%
BBA
2006
Braun-Bostich & Associates
Pennsylvania
$632K -$44.9K -411 -7%
CEI
2007
Clark Estates Inc
New York
$629K
PAM
2008
Peninsula Asset Management
Florida
$628K -$11K -100 -2%
BONST
2009
Bank of Nova Scotia Trust
Ontario, Canada
$628K +$65K +591 +12%
DA
2010
Doliver Advisors
Texas
$628K +$137K +1,168 +28%
OWA
2011
Outlook Wealth Advisors
Texas
$627K +$627K +5,699 New
LCM
2012
Liberty Capital Management
Michigan
$626K -$2.75K -25 -0.4%
EMG
2013
ETF Managers Group
New Jersey
$624K +$624K +5,429 New
DFG
2014
Demars Financial Group
Washington
$623K +$23.1K +210 +4%
RW
2015
REDW Wealth
New Mexico
$622K +$6.6K +60 +1%
HFRG
2016
Houlihan Financial Resource Group
Virginia
$621K +$330 +3 +0.1%
XM
2017
XTX Markets
New York
$621K +$621K +5,641 New
EDRIA
2018
Edmonds Duncan Registered Investment Advisors
Kansas
$620K
HAC
2019
Harbor Advisory Corp
New Hampshire
$620K
GFPC
2020
Global Financial Private Client
Florida
$620K +$209K +1,909 +51%
VCM
2021
Versant Capital Management
Arizona
$619K +$35.4K +322 +6%
GA
2022
Greytown Advisors
Florida
$612K -$279K -2,539 -31%
CP
2023
Covenant Partners
Tennessee
$612K +$201K +1,832 +49%
Coatue Management
2024
Coatue Management
New York
$611K -$546K -4,964 -47%
CC
2025
Cadinha & Co
Hawaii
$608K -$221K -2,013 -27%