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Procter & Gamble

2,922 hedge funds and large institutions have $209B invested in Procter & Gamble in 2021 Q2 according to their latest regulatory filings, with 139 funds opening new positions, 1,303 increasing their positions, 1,126 reducing their positions, and 98 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,922
Holders Change
Holders Change %
0%
% of All Funds
51.01%
Holding in Top 10
193
Holding in Top 10 Change
-46
Holding in Top 10 Change %
-19.25%
% of All Funds
3.37%
New
139
Increased
1,303
Reduced
1,126
Closed
98
Calls
$2.27B
Puts
$1.63B
Net Calls
+$632M
Net Calls Change
+$509M
Name Holding Trade Value Shares
Change
Shares
Change %
FCMC
2001
Founders Capital Management (Connecticut)
Connecticut
$929K +$6.07K +45 +0.7%
BWM
2002
BCS Wealth Management
Tennessee
$929K +$81.2K +602 +10%
UF
2003
Univest Financial
Pennsylvania
$929K +$203K +1,504 +28%
MAWCM
2004
Mine & Arao Wealth Creation & Management
California
$927K +$45.7K +339 +5%
LFG
2005
Larson Financial Group
Missouri
$927K +$181K +1,343 +24%
SAM
2006
Seelaus Asset Management
New Jersey
$925K
GC
2007
Gilbert & Cook
Iowa
$923K +$38.2K +283 +4%
LCM
2008
Laurion Capital Management
New York
$922K +$922K +6,834 New
RPA
2009
Rock Point Advisors
Vermont
$919K -$403K -2,989 -30%
EGA
2010
Eagle Global Advisors
Texas
$919K
PCA
2011
Providence Capital Advisors
North Carolina
$917K -$50.3K -373 -5%
SIM
2012
SSI Investment Management
California
$916K +$808 +6 +0.1%
CT
2013
Clearstead Trust
Maine
$914K -$384K -2,005 -30%
AFM
2014
Andesa Financial Management
Pennsylvania
$913K -$56.5K -419 -6%
DPI
2015
Diversified Portfolios Inc
Michigan
$912K -$513K -3,803 -36%
PA
2016
PSI Advisors
Florida
$911K +$115K +856 +15%
MFW
2017
Mosaic Family Wealth
Missouri
$910K -$5.4K -40 -0.6%
EAM
2018
Evanson Asset Management
California
$909K -$183K -1,356 -17%
AAP
2019
Aristotle Atlantic Partners
Florida
$907K
WI
2020
WrapManager Inc
California
$907K +$80K +593 +10%
KOC
2021
Koss-Olinger Consulting
Florida
$906K -$224K -1,662 -20%
APSI
2022
Asset Planning Services Inc
Louisiana
$904K
ER
2023
Enlightenment Research
Florida
$904K +$904K +6,700 New
MW
2024
Marks Wealth
Maryland
$902K
ANB
2025
Amarillo National Bank
Texas
$901K