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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 %
LSC
2176
Lesa Sroufe & Co
Washington
$573K – – –
PFG
2177
PAX Financial Group
Texas
$572K +$59.2K +426 +12%
SHWM
2178
Silicon Hills Wealth Management
Texas
$571K – – –
BIA
2179
Barry Investment Advisors
Massachusetts
$570K +$3.2K +23 +0.6%
BFA
2180
Beacon Financial Advisory
Ohio
$570K +$38.1K +274 +7%
FCA
2181
FLC Capital Advisors
California
$568K – – –
WR
2182
Watson Rebecca
$568K – – –
GPA
2183
Guidance Point Advisors
Massachusetts
$565K -$3.75K -27 -0.7%
DDPIC
2184
Deroy & Devereaux Private Investment Counsel
Michigan
$565K – – –
BRG
2185
Bay Rivers Group
Virginia
$565K +$4.87K +35 +0.9%
AWA
2186
Acorn Wealth Advisors
Michigan
$564K +$1.25K +9 +0.2%
BAMG
2187
Brand Asset Management Group
Missouri
$563K -$18.5K -133 -3%
PGWM
2188
Parisi Gray Wealth Management
New Jersey
$563K -$5.56K -40 -1%
MWM
2189
Merriman Wealth Management
Washington
$561K +$4.87K +35 +0.9%
PA
2190
Parkside Advisors
California
$560K – – –
TCBWMS
2191
Texas Capital Bank Wealth Management Services
Texas
$559K -$15.4K -111 -3%
PWS
2192
Private Wealth Strategies
Ohio
$559K +$22.7K +163 +4%
EIA
2193
Edgemoor Investment Advisors
Maryland
$558K +$60.5K +435 +12%
RAM
2194
Redmond Asset Management
Virginia
$557K -$166K -1,197 -23%
MIC
2195
Meridian Investment Counsel
California
$557K +$278 +2 +0%
HSWM
2196
Hubbell Strickland Wealth Management
Louisiana
$557K +$835 +6 +0.2%
FAM
2197
Fenimore Asset Management
New York
$552K – – –
TAM
2198
Todd Asset Management
Kentucky
$552K – – –
PCM
2199
Perritt Capital Management
Illinois
$551K -$18.8K -135 -3%
BFPW
2200
BOK Financial Private Wealth
Colorado
$549K +$10.4K +75 +2%
86 87
88
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