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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 %
AWP
2351
Ascent Wealth Partners
New York
$393K -$22.5K -162 -5%
PAIM
2352
Punch & Associates Investment Management
Minnesota
$393K – – –
SDWMA
2353
Schneider Downs Wealth Management Advisors
Pennsylvania
$393K +$70.2K +505 +22%
SCG
2354
Sonata Capital Group
Washington
$392K – – –
EGM
2355
Engineers Gate Manager
New York
$391K -$1.36M -9,795 -78%
ACM
2356
Alpha Capital Management
Texas
$388K – – –
PCM
2357
Princeton Capital Management
New Jersey
$388K +$6.96K +50 +2%
AIP
2358
Ahrens Investment Partners
Louisiana
$388K +$24.5K +176 +7%
MSWMA
2359
Market Street Wealth Management Advisors
Indiana
$387K – – –
AIM
2360
ARGA Investment Management
Connecticut
$386K -$478K -3,439 -55%
RAM
2361
Riggs Asset Management
Pennsylvania
$385K +$96.9K +703 +34%
CFIA
2362
Cantor Fitzgerald Investment Advisors
New York
$384K -$958 -8 -0.2%
BEAM
2363
Baker Ellis Asset Management
Washington
$384K – – –
MAA
2364
Matrix Asset Advisors
New York
$382K – – –
PCMC
2365
Private Capital Management (Colorado)
Colorado
$381K -$178K -1,284 -32%
TWP
2366
Tempus Wealth Planning
California
$381K – – –
CWP
2367
CFM Wealth Partners
Texas
$380K -$194K -1,400 -34%
VC
2368
Vicus Capital
Pennsylvania
$380K -$75.7K -544 -17%
DCM
2369
Davidson Capital Management
Texas
$379K +$379K +2,730 New
DLHL
2370
Donald L. Hagan LLC
Florida
$378K -$17.4K -125 -4%
OBWP
2371
O'Brien Wealth Partners
Massachusetts
$377K -$27.1K -191 -7%
Jacobs Levy Equity Management
2372
Jacobs Levy Equity Management
New Jersey
$377K +$110K +794 +41%
LWMM
2373
Legacy Wealth Management (Mississippi)
Mississippi
$376K +$43.4K +312 +13%
SSA
2374
South Street Advisors
New York
$374K +$374K +2,688 New
BA
2375
BCM Advisors
Louisiana
$373K +$373K +2,710 New
93 94
95
96 97