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Procter & Gamble

2,949 hedge funds and large institutions have $221B invested in Procter & Gamble in 2020 Q4 according to their latest regulatory filings, with 348 funds opening new positions, 1,135 increasing their positions, 1,155 reducing their positions, and 80 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,949
Holders Change
+227
Holders Change %
+8.34%
% of All Funds
52.32%
Holding in Top 10
301
Holding in Top 10 Change
-95
Holding in Top 10 Change %
-23.99%
% of All Funds
5.34%
New
348
Increased
1,135
Reduced
1,155
Closed
80
Calls
$1.86B
Puts
$2.06B
Net Calls
-$198M
Net Calls Change
-$823M
Name Holding Trade Value Shares
Change
Shares
Change %
LCH
2001
Lee Capital Holdings
New York
$974K
RC
2002
RBF Capital
California
$974K
CCM
2003
Carlson Capital Management
Minnesota
$973K -$29.6K -213 -3%
S
2004
SimplyRich
California
$973K -$835 -6 -0.1%
BWA
2005
BDO Wealth Advisors
Florida
$973K +$11.8K +85 +1%
BMM
2006
Buffington Mohr McNeal
Idaho
$971K -$295K -2,119 -23%
SAM
2007
Seelaus Asset Management
New Jersey
$968K -$12.4K -89 -1%
APWA
2008
Atlas Private Wealth Advisors
New Jersey
$968K +$78.3K +563 +9%
SW
2009
SlateStone Wealth
Florida
$966K -$2.8M -20,117 -74%
HC
2010
Hourglass Capital
Texas
$964K
NJBEST
2011
New Jersey Better Educational Savings Trust
New Jersey
$961K -$152K -1,093 -14%
BSB
2012
Bangor Savings Bank
Maine
$960K -$38.3K -275 -4%
BSAM
2013
Blue Square Asset Management
New York
$957K -$308K -2,214 -24%
EGA
2014
Eagle Global Advisors
Texas
$957K
HCM
2015
HMS Capital Management
Tennessee
$954K -$182K -1,310 -16%
FCMC
2016
Founders Capital Management (Connecticut)
Connecticut
$952K
CT
2017
Clearstead Trust
Maine
$951K
ANB
2018
Amarillo National Bank
Texas
$949K -$128K -923 -12%
BCA
2019
Bray Capital Advisors
Florida
$947K
SIM
2020
SSI Investment Management
California
$946K -$2.09K -15 -0.2%
MFW
2021
Mosaic Family Wealth
Missouri
$944K -$13.2K -95 -1%
KOMWMG
2022
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$942K +$38.8K +279 +4%
BWM
2023
BNC Wealth Management
Oregon
$941K +$30.1K +216 +3%
CC
2024
Capital Counsel
New York
$937K
AAP
2025
Aristotle Atlantic Partners
Florida
$935K