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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 %
SHWM
2301
Smith & Howard Wealth Management
Georgia
$440K – – –
PAG
2302
Private Advisory Group
Washington
$440K +$41.7K +300 +10%
CIC
2303
Chase Investment Counsel
Virginia
$439K -$41.1K -296 -9%
LWM
2304
Lyell Wealth Management
California
$437K +$47.7K +343 +12%
HA
2305
HYA Advisors
Missouri
$436K +$3.62K +26 +0.8%
BC
2306
Brio Consultants
California
$435K -$8.47K -61 -2%
MLFP
2307
MPS Loria Financial Planners
Illinois
$435K +$11K +79 +3%
VIM
2308
Vista Investment Management
Pennsylvania
$435K +$17.7K +127 +4%
MWPCG
2309
Measured Wealth Private Client Group
New Hampshire
$435K +$99.8K +719 +30%
3F
2310
360 Financial
Minnesota
$434K – – –
LF
2311
Lantz Financial
Illinois
$434K +$556 +4 +0.1%
BBA
2312
Braun-Bostich & Associates
Pennsylvania
$433K -$370K -2,665 -46%
RGIA
2313
Rainier Group Investment Advisory
Washington
$433K +$141K +1,019 +49%
FWM
2314
Fairhaven Wealth Management
Illinois
$432K -$20.7K -149 -5%
CVM
2315
Cheviot Value Management
California
$432K – – –
PCMI
2316
Paradigm Capital Management Inc
New York
$431K – – –
HCM
2317
Harvey Capital Management
Florida
$430K -$31.2K -225 -7%
NC
2318
NewSquare Capital
Pennsylvania
$429K +$52.9K +380 +14%
DOA
2319
D'Orazio & Associates
Virginia
$428K +$278 +2 +0.1%
WFMPM
2320
Woodley Farra Manion Portfolio Management
Indiana
$428K +$834 +6 +0.2%
ADBIC
2321
A.D. Beadell Investment Counsel
Wisconsin
$427K – – –
CAM
2322
Covenant Asset Management
New Jersey
$427K – – –
SFWC
2323
Strategic Family Wealth Counselors
New Jersey
$427K – – –
EMG
2324
ETF Managers Group
New Jersey
$426K -$733K -5,345 -63%
SDAM
2325
Shulman DeMeo Asset Management
New York
$425K +$425K +3,061 New
91 92
93
94 95