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Procter & Gamble
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Overview Fund Activity

2,722 hedge funds and large institutions have $222B invested in Procter & Gamble in 2020 Q3 according to their latest regulatory filings, with 131 funds opening new positions, 1,026 increasing their positions, 1,226 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,722
Holders Change
+34
Holders Change %
+1.26%
% of All Funds
55.07%
Holding in Top 10
396
Holding in Top 10 Change
+58
Holding in Top 10 Change %
+17.16%
% of All Funds
8.01%
New
131
Increased
1,026
Reduced
1,226
Closed
65
Calls
$2.41B
Puts
$1.78B
Net Calls
+$625M
Net Calls Change
+$181M

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
+$1.21B
2
Aristotle Capital Management
Aristotle Capital Management
California
+$814M
3
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$479M
4
Bank of America
Bank of America
North Carolina
+$432M
5
Fidelity Investments
Fidelity Investments
Massachusetts
+$406M

Top Sellers

1
Goldman Sachs
Goldman Sachs
New York
-$486M
2
D.E. Shaw & Co
D.E. Shaw & Co
New York
-$375M
3
Vanguard Group
Vanguard Group
Pennsylvania
-$368M
4
AllianceBernstein
AllianceBernstein
Tennessee
-$316M
5
State Street
State Street
Massachusetts
-$279M
Name Holding Trade Value Shares
Change 		Shares
Change %
PSF
2151
Pacific Sun Financial
California
$618K +$3.34K +24 +0.5%
AWM
2152
Apollon Wealth Management
South Carolina
$615K +$119K +856 +24%
SFG
2153
StrategIQ Financial Group
Indiana
$609K +$97.4K +700 +19%
FWM
2154
Focused Wealth Management
New York
$607K -$134K -963 -18%
PFA
2155
Pathway Financial Advisors
Vermont
$600K -$11K -79 -2%
AFC
2156
AFT Forsyth & Company
Florida
$598K -$5.56K -40 -0.9%
W
2157
WealthOne
New York
$590K +$30.7K +221 +5%
ECAM
2158
East Coast Asset Management
Massachusetts
$589K -$359K -2,580 -38%
SA
2159
SRH Advisors
Kansas
$589K +$6.67K +48 +1%
WA
2160
Wealth Architects
California
$588K +$101K +728 +21%
WCA
2161
Westover Capital Advisors
Delaware
$587K -$10.4K -75 -2%
CWA
2162
Core Wealth Advisors
Florida
$586K -$23.5K -169 -4%
FAM
2163
Fulcrum Asset Management
United Kingdom
$586K – – –
LJAC
2164
L.J. Altfest & Co
New York
$585K -$217K -1,559 -27%
AWM
2165
Adams Wealth Management
Utah
$585K -$1.39K -10 -0.2%
BZWA
2166
Blue Zone Wealth Advisors
California
$585K +$12.4K +89 +2%
CHJWM
2167
Carlton Hofferkamp & Jenks Wealth Management
Texas
$583K -$56.8K -400 -9%
SW
2168
StrongBox Wealth
Missouri
$583K -$9.73K -70 -2%
TCM
2169
Tradewinds Capital Management
Washington
$582K +$278 +2 +0%
CWM
2170
Confluence Wealth Management
Oregon
$581K -$253K -2,029 -30%
AIIMS
2171
Analyst IMS Investment Management Services
Israel
$580K -$17.5K -126 -3%
OHS
2172
Odey Holdings (Switzerland)
Switzerland
$578K – – –
ACM
2173
Alethea Capital Management
Washington
$577K -$542K -3,899 -48%
5L
2174
55I LLC
Massachusetts
$577K +$75K +540 +15%
CCM
2175
Campbell Capital Management
Florida
$576K +$13.9K +100 +2%
85 86
87
88 89