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Procter & Gamble

3,392 hedge funds and large institutions have $231B invested in Procter & Gamble in 2023 Q2 according to their latest regulatory filings, with 154 funds opening new positions, 1,402 increasing their positions, 1,439 reducing their positions, and 95 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,392
Holders Change
+34
Holders Change %
+1.01%
% of All Funds
53.49%
Holding in Top 10
268
Holding in Top 10 Change
-15
Holding in Top 10 Change %
-5.3%
% of All Funds
4.23%
New
154
Increased
1,402
Reduced
1,439
Closed
95
Calls
$2.53B
Puts
$1.43B
Net Calls
+$1.11B
Net Calls Change
+$255M
Name Holding Trade Value Shares
Change
Shares
Change %
BIA
2476
Barry Investment Advisors
Massachusetts
$699K -$14K -92 -2%
HIP
2477
Harrell Investment Partners
Texas
$698K
OL
2478
Optas LLC
Texas
$696K +$5.16K +34 +0.7%
FZCM
2479
Flynn Zito Capital Management
New York
$695K +$31K +204 +5%
NVIM
2480
New Vernon Investment Management
Illinois
$695K
GPI
2481
General Partner Inc
Pennsylvania
$694K
PWA
2482
Physician Wealth Advisors
Utah
$692K +$240K +1,574 +53%
AWA
2483
Acorn Wealth Advisors
Michigan
$691K +$1.67K +11 +0.2%
MFG
2484
Magnus Financial Group
New York
$691K -$15.6K -103 -2%
JF
2485
Joule Financial
Kentucky
$691K +$6.83K +45 +1%
JJBC
2486
James J. Burns & Company
New York
$691K +$39K +257 +6%
SAM
2487
Strategy Asset Managers
California
$688K -$1.21K -8 -0.2%
TA
2488
TruWealth Advisors
Louisiana
$687K +$25.3K +167 +4%
FWP
2489
Firethorn Wealth Partners
Georgia
$686K +$1.06K +7 +0.2%
SSW
2490
Stone Summit Wealth
Florida
$685K +$30.3K +200 +5%
FI
2491
Financial Insights
Washington
$684K -$148K -978 -18%
HR
2492
Howe & Rusling
New York
$684K +$57.2K +377 +9%
AFIA
2493
America First Investment Advisors
Nebraska
$682K
FA
2494
Fountainhead AM
New Jersey
$681K +$28.5K +188 +4%
SFG
2495
Sovereign Financial Group
Connecticut
$681K +$137K +906 +25%
FNBSF
2496
First National Bank Sioux Falls
South Dakota
$681K -$4.1K -27 -0.6%
HFM
2497
Hartford Funds Management
Pennsylvania
$681K +$203K +1,336 +42%
SWM
2498
Shakespeare Wealth Management
Wisconsin
$680K
FFG
2499
Frisch Financial Group
New York
$680K -$50.8K -335 -7%
ACP
2500
Aveo Capital Partners
Colorado
$680K -$892K -5,882 -57%