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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 %
KA
2101
Klingman & Associates
New York
$809K +$90.1K +647 +13%
LWM
2102
Liberty Wealth Management
California
$806K +$48K +372 +6%
GC
2103
Garde Capital
Washington
$806K +$167K +1,201 +26%
ECA
2104
Elevated Capital Advisors
Utah
$805K -$41.5K -298 -5%
MWA
2105
Meridian Wealth Advisors
Texas
$805K -$35.5K -255 -4%
MA
2106
MONECO Advisors
Connecticut
$804K -$91.7K -668 -10%
PFC
2107
Phocas Financial Corp
California
$803K -$41.6K -299 -5%
AI
2108
ArchPoint Investors
Florida
$802K
RPA
2109
Rock Point Advisors
Vermont
$801K -$10.2K -73 -1%
FC
2110
FCA Corp
Texas
$801K +$314K +2,259 +65%
TWM
2111
TriaGen Wealth Management
California
$798K +$798K +5,738 New
CC
2112
Cadinha & Co
Hawaii
$797K +$5.57K +40 +0.7%
SFM
2113
Signet Financial Management
New Jersey
$795K -$1.25K -9 -0.2%
SAA
2114
Southeast Asset Advisors
Georgia
$794K -$2.09K -15 -0.3%
IF
2115
IRON Financial
Illinois
$794K +$13.5K +97 +2%
IR
2116
IAT Reinsurance
New York
$793K
SICM
2117
Sustainable Insight Capital Management
New York
$792K +$792K +5,690 New
SAM
2118
Strategy Asset Managers
California
$791K +$1.39K +10 +0.2%
WHG
2119
Westwood Holdings Group
Texas
$788K -$12.5K -90 -2%
BC
2120
Bridgefront Capital
Texas
$787K +$787K +5,654 New
AIP
2121
Almanack Investment Partners
Pennsylvania
$785K +$68.6K +493 +10%
MF
2122
Montis Financial
Massachusetts
$783K +$783K +6,097 New
PIP
2123
Peachtree Investment Partners
Florida
$781K +$39.8K +286 +5%
KL
2124
KWMG LLC
Kansas
$780K +$22.6K +162 +3%
LCM
2125
Liberty Capital Management
Michigan
$777K +$777K +5,587 New