PG icon

Procter & Gamble

2,688 hedge funds and large institutions have $191B invested in Procter & Gamble in 2020 Q2 according to their latest regulatory filings, with 139 funds opening new positions, 1,140 increasing their positions, 1,094 reducing their positions, and 93 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,688
Holders Change
+21
Holders Change %
+0.79%
% of All Funds
55.25%
Holding in Top 10
338
Holding in Top 10 Change
-65
Holding in Top 10 Change %
-16.13%
% of All Funds
6.95%
New
139
Increased
1,140
Reduced
1,094
Closed
93
Calls
$1.64B
Puts
$1.2B
Net Calls
+$444M
Net Calls Change
+$169M
Name Holding Trade Value Shares
Change
Shares
Change %
APWA
2001
Atlas Private Wealth Advisors
New Jersey
$745K +$745K +6,231 New
AIM
2002
ARGA Investment Management
Connecticut
$744K +$526K +4,396 +241%
TPWA
2003
TRUE Private Wealth Advisors
Oregon
$743K +$127K +1,065 +21%
OFW
2004
Omnia Family Wealth
Florida
$742K -$159K -1,333 -18%
CII
2005
Capital International Inc
California
$740K +$43.9K +367 +6%
PWMG
2006
Prestige Wealth Management Group
New Jersey
$737K +$229K +1,913 +45%
PCS
2007
Personal CFO Solutions
New Jersey
$734K +$93.8K +785 +15%
ER
2008
Enlightenment Research
Florida
$732K +$732K +6,118 New
SCM
2009
Salem Capital Management
Massachusetts
$731K
BWP
2010
Bernardo Wealth Planning
Pennsylvania
$730K +$32.1K +269 +5%
RCA
2011
Rowland Carmichael Advisors
Arizona
$724K +$3.35K +28 +0.5%
WPA
2012
West Paces Advisors
Georgia
$723K +$235K +1,964 +48%
SAM
2013
Strategy Asset Managers
California
$723K +$33.5K +280 +5%
SRC
2014
Sage Rhino Capital
California
$719K +$17.7K +148 +3%
RPA
2015
Rock Point Advisors
Vermont
$715K -$3.23K -27 -0.4%
EWA
2016
ERTS Wealth Advisors
Michigan
$713K -$176K -1,473 -20%
AIA
2017
Arbor Investment Advisors
North Carolina
$708K +$13.5K +113 +2%
MA
2018
MONECO Advisors
Connecticut
$708K +$17.1K +143 +2%
UF
2019
Univest Financial
Pennsylvania
$707K -$33.1K -277 -4%
EBSAM
2020
Eubel Brady & Suttman Asset Management
Ohio
$702K +$13.6K +114 +2%
BBA
2021
Braun-Bostich & Associates
Pennsylvania
$691K
PAG
2022
Pinnacle Advisory Group
Maryland
$691K +$1.55K +13 +0.2%
AO
2023
Advisor OS
Illinois
$691K +$691K +5,780 New
LJAC
2024
L.J. Altfest & Co
New York
$690K +$134K +1,121 +24%
SAA
2025
Southeast Asset Advisors
Georgia
$684K +$87.8K +735 +15%