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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 %
SOAMC
2026
Spirit of America Management Corp
New York
$934K
CRWM
2027
Castle Rock Wealth Management
California
$934K +$304K +2,334 +48%
Rafferty Asset Management
2028
Rafferty Asset Management
New York
$933K -$307K -2,205 -25%
APSI
2029
Asset Planning Services Inc
Louisiana
$933K
MW
2030
Marks Wealth
Maryland
$930K +$930K +6,682 New
BWA
2031
Burt Wealth Advisors
Maryland
$927K
KLI
2032
Kelman-Lazarov Inc
Tennessee
$927K +$5.15K +37 +0.6%
WPA
2033
West Paces Advisors
Georgia
$925K +$61.2K +440 +7%
KS
2034
Karpas Strategies
Connecticut
$923K
HWA
2035
HHM Wealth Advisors
Tennessee
$921K
ATPW
2036
Ashton Thomas Private Wealth
Arizona
$921K +$97.5K +701 +12%
PIG
2037
Pantheon Investment Group
California
$919K +$21.7K +156 +2%
WI
2038
WrapManager Inc
California
$919K +$168K +1,207 +22%
HFG
2039
Heron Financial Group
New York
$918K +$16K +115 +2%
BW
2040
Bison Wealth
Georgia
$916K -$5.01K -36 -0.5%
MAWCM
2041
Mine & Arao Wealth Creation & Management
California
$916K +$1.67K +12 +0.2%
AFIA
2042
America First Investment Advisors
Nebraska
$914K
PAG
2043
Private Advisory Group
Washington
$910K +$470K +3,379 +107%
JF
2044
JSF Financial
California
$909K +$139 +1 +0%
GFPC
2045
Global Financial Private Client
Florida
$908K -$8.07K -58 -0.9%
NCM
2046
Noesis Capital Mangement
Florida
$907K -$27.1K -195 -3%
IAMOG
2047
Investors Asset Management of Georgia
Georgia
$907K -$24.3K -175 -3%
FNC
2048
First National Corp
Massachusetts
$904K -$30.3K -218 -3%
BWP
2049
Baldwin Wealth Partners
Massachusetts
$898K
FA
2050
Fountainhead AM
New Jersey
$895K +$895K +6,432 New