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Procter & Gamble

2,715 hedge funds and large institutions have $198B invested in Procter & Gamble in 2019 Q4 according to their latest regulatory filings, with 329 funds opening new positions, 921 increasing their positions, 1,172 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,715
Holders Change
+229
Holders Change %
+9.21%
% of All Funds
53.61%
Holding in Top 10
322
Holding in Top 10 Change
-72
Holding in Top 10 Change %
-18.27%
% of All Funds
6.36%
New
329
Increased
921
Reduced
1,172
Closed
63
Calls
$1.98B
Puts
$2.09B
Net Calls
-$113M
Net Calls Change
+$423M
Name Holding Trade Value Shares
Change
Shares
Change %
VSWA
2201
Vontobel Swiss Wealth Advisors
Switzerland
$506K -$57.5K -460 -10%
XWM
2202
Xcel Wealth Management
Florida
$506K
C
2203
Certuity
Florida
$505K +$505K +4,047 New
GPA
2204
Guidance Point Advisors
Massachusetts
$504K +$4.37K +35 +0.9%
CPSC
2205
Carl P. Sherr & Co
Massachusetts
$504K +$504K +4,034 New
BRG
2206
Bay Rivers Group
Virginia
$503K +$503K +4,028 New
TAM
2207
Todd Asset Management
Kentucky
$502K -$55.7K -446 -10%
AAS
2208
Annex Advisory Services
Wisconsin
$501K +$35.2K +282 +8%
BZWA
2209
Blue Zone Wealth Advisors
California
$501K +$501K +4,012 New
MIC
2210
Meridian Investment Counsel
California
$499K +$250 +2 +0.1%
PWM
2211
Paulson Wealth Management
Illinois
$497K +$39K +309 +9%
RSS
2212
Rosenblum Silverman Sutton
California
$495K
CCA
2213
Conestoga Capital Advisors
Pennsylvania
$492K
IWP
2214
Icon Wealth Partners
Texas
$492K +$53.4K +428 +12%
WCF
2215
West Coast Financial
California
$491K -$106K -848 -18%
FGP
2216
Foyston, Gordon, & Payne
Ontario, Canada
$491K
AIFAIM
2217
American Institute for Advanced Investment Management
Arizona
$489K +$489K +3,919 New
RWMH
2218
Riverpoint Wealth Management Holdings
Illinois
$488K +$129K +1,030 +36%
HCM
2219
HM Capital Management
Missouri
$487K
BCM
2220
Breiter Capital Management
Florida
$487K +$6.62K +53 +1%
PFA
2221
Plotkin Financial Advisors
Maryland
$484K +$484K +3,874 New
AI
2222
ArchPoint Investors
Florida
$483K
AF
2223
Affiance Financial
Minnesota
$480K
ACM
2224
Adalta Capital Management
New York
$479K -$6.25K -50 -1%
CWP
2225
CFM Wealth Partners
Texas
$479K +$479K +3,800 New