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Procter & Gamble
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Overview Fund Activity

2,722 hedge funds and large institutions have $222B invested in Procter & Gamble in 2020 Q3 according to their latest regulatory filings, with 131 funds opening new positions, 1,026 increasing their positions, 1,226 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,722
Holders Change
+34
Holders Change %
+1.26%
% of All Funds
55.07%
Holding in Top 10
396
Holding in Top 10 Change
+58
Holding in Top 10 Change %
+17.16%
% of All Funds
8.01%
New
131
Increased
1,026
Reduced
1,226
Closed
65
Calls
$2.41B
Puts
$1.78B
Net Calls
+$625M
Net Calls Change
+$181M

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
+$1.21B
2
Aristotle Capital Management
Aristotle Capital Management
California
+$814M
3
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$479M
4
Bank of America
Bank of America
North Carolina
+$432M
5
Fidelity Investments
Fidelity Investments
Massachusetts
+$406M

Top Sellers

1
Goldman Sachs
Goldman Sachs
New York
-$486M
2
D.E. Shaw & Co
D.E. Shaw & Co
New York
-$375M
3
Vanguard Group
Vanguard Group
Pennsylvania
-$368M
4
AllianceBernstein
AllianceBernstein
Tennessee
-$316M
5
State Street
State Street
Massachusetts
-$279M
Name Holding Trade Value Shares
Change 		Shares
Change %
SRC
2001
Sage Rhino Capital
California
$833K -$2.5K -18 -0.3%
NICM
2002
Neo Ivy Capital Management
New York
$823K +$636K +4,578 +339%
ATPW
2003
Ashton Thomas Private Wealth
Arizona
$822K -$408K -2,935 -33%
Alyeska Investment Group
2004
Alyeska Investment Group
Illinois
$820K +$820K +5,901 New
AIA
2005
Arbor Investment Advisors
North Carolina
$818K -$5.28K -38 -0.6%
LWM
2006
Liberty Wealth Management
California
$817K +$163K +1,170 +25%
EBSAM
2007
Eubel Brady & Suttman Asset Management
Ohio
$816K – – –
SSWM
2008
Sheets Smith Wealth Management
North Carolina
$815K +$21.3K +153 +3%
PA
2009
PFG Advisors
Arizona
$811K +$102K +724 +14%
HFRG
2010
Houlihan Financial Resource Group
Virginia
$811K +$811K +5,710 New
RPA
2011
Rock Point Advisors
Vermont
$810K -$20.3K -146 -2%
NA
2012
Nottingham Advisors
New York
$809K +$223K +1,604 +38%
SFM
2013
Signet Financial Management
New Jersey
$805K -$33.6K -239 -4%
AI
2014
ArchPoint Investors
Florida
$802K +$106K +765 +15%
WHG
2015
Westwood Holdings Group
Texas
$801K -$87.3K -628 -10%
EWA
2016
ERTS Wealth Advisors
Michigan
$801K -$28.2K -203 -3%
FA
2017
FCG Advisors
New Jersey
$796K +$261K +1,882 +49%
SAA
2018
Southeast Asset Advisors
Georgia
$795K – – –
HR
2019
Howe & Rusling
New York
$795K +$227K +1,637 +40%
IR
2020
IAT Reinsurance
New York
$792K – – –
CC
2021
Cadinha & Co
Hawaii
$790K +$11.1K +80 +1%
SAM
2022
Strategy Asset Managers
California
$789K -$51.7K -372 -6%
EDRIA
2023
Edmonds Duncan Registered Investment Advisors
Kansas
$785K +$1.53K +11 +0.2%
CG
2024
Corundum Group
Colorado
$784K +$35.4K +255 +5%
Financial Engines Advisors
2025
Financial Engines Advisors
California
$784K +$163K +1,173 +26%
79 80
81
82 83