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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 %
WCM
2526
Wedge Capital Management
North Carolina
$656K -$152 -1 -0%
T
2527
TRUADVICE
Florida
$654K +$45.3K +290 +7%
TWM
2528
Tradition Wealth Management
Minnesota
$654K +$20.5K +135 +3%
WP
2529
Waycross Partners
Kentucky
$654K -$11.1K -73 -2%
KCM
2530
KRS Capital Management
Michigan
$653K +$1.21K +8 +0.2%
TWM
2531
Tanager Wealth Management
United Kingdom
$653K +$3.04K +20 +0.5%
RWS
2532
Resolute Wealth Strategies
Mississippi
$653K -$29.9K -197 -4%
PA
2533
PSI Advisors
Florida
$652K -$6.83K -45 -1%
HSWM
2534
Hubbell Strickland Wealth Management
Louisiana
$652K +$1.06K +7 +0.2%
TT
2535
TI-Trust
Illinois
$651K -$7.59K -50 -1%
WP
2536
WealthPLAN Partners
Nebraska
$650K -$68.1K -449 -9%
RPGK
2537
Retirement Planning Group (Kansas)
Kansas
$648K +$116K +764 +22%
WAM
2538
WFA Asset Management
Wisconsin
$645K -$55.2K -364 -8%
AAA
2539
Adams Asset Advisors
Texas
$645K -$645K -4,250 -50%
BWM
2540
Boyd Wealth Management
California
$644K
CIA
2541
Citadel Investment Advisory
Ohio
$643K -$7.59K -50 -1%
TA
2542
TrueWealth Advisors
Alabama
$643K +$25.5K +168 +4%
AIS
2543
American Investment Services
Massachusetts
$642K -$142K -936 -18%
FM
2544
Family Management
New York
$642K -$29.9K -197 -4%
EIA
2545
Edgemoor Investment Advisors
Maryland
$641K
FAFN
2546
First Affirmative Financial Network
Colorado
$639K +$84.8K +559 +15%
LJAC
2547
L.J. Altfest & Co
New York
$637K -$10.6K -70 -2%
BHPW
2548
Beverly Hills Private Wealth
California
$637K +$12.4K +80 +2%
JCM
2549
Jacobsen Capital Management
Utah
$637K +$58.6K +386 +10%
SWA
2550
SOA Wealth Advisors
New York
$636K +$759 +5 +0.1%