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Procter & Gamble

2,926 hedge funds and large institutions have $216B invested in Procter & Gamble in 2021 Q3 according to their latest regulatory filings, with 125 funds opening new positions, 1,250 increasing their positions, 1,153 reducing their positions, and 79 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,926
Holders Change
+4
Holders Change %
+0.14%
% of All Funds
51.39%
Holding in Top 10
217
Holding in Top 10 Change
+24
Holding in Top 10 Change %
+12.44%
% of All Funds
3.81%
New
125
Increased
1,250
Reduced
1,153
Closed
79
Calls
$2.27B
Puts
$1.86B
Net Calls
+$410M
Net Calls Change
-$222M
Name Holding Trade Value Shares
Change
Shares
Change %
ECM
2001
EagleClaw Capital Management
Massachusetts
$946K +$138K +985 +17%
FNC
2002
First National Corp
Massachusetts
$945K -$9.09K -65 -1%
DPI
2003
Diversified Portfolios Inc
Michigan
$945K
CA
2004
Calton & Associates
Florida
$944K -$19.1K -137 -2%
KOC
2005
Koss-Olinger Consulting
Florida
$942K +$3.36K +24 +0.4%
BOS
2006
Bingham Osborn & Scarborough
California
$940K -$97.1K -695 -9%
MFW
2007
Mosaic Family Wealth
Missouri
$939K -$4.34K -31 -0.5%
AAP
2008
Aristotle Atlantic Partners
Florida
$939K
WA
2009
Waverly Advisors
Alabama
$939K +$265K +1,808 +39%
RIM
2010
Redwood Investment Management
Arizona
$938K -$897K -6,418 -49%
APSI
2011
Asset Planning Services Inc
Louisiana
$937K
NCM
2012
Novare Capital Management
North Carolina
$936K -$107K -763 -10%
PIA
2013
Perennial Investment Advisors
California
$936K +$14.4K +103 +2%
ANB
2014
Amarillo National Bank
Texas
$934K
MW
2015
Marks Wealth
Maryland
$934K
BWA
2016
Bordeaux Wealth Advisors
California
$934K +$27.1K +194 +3%
EAM
2017
Evanson Asset Management
California
$933K +$27.2K +202 +3%
BWA
2018
Burt Wealth Advisors
Maryland
$931K
FA
2019
Fountainhead AM
New Jersey
$929K +$27.8K +199 +3%
AAM
2020
AMI Asset Management
California
$925K -$102K -730 -10%
AMC
2021
Asset Management Corp
Illinois
$919K +$2.38K +17 +0.3%
BWP
2022
Baldwin Wealth Partners
Massachusetts
$918K
KS
2023
Karpas Strategies
Connecticut
$913K
IAMOG
2024
Investors Asset Management of Georgia
Georgia
$912K
WI
2025
WrapManager Inc
California
$909K -$30.3K -217 -3%