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Procter & Gamble

3,385 hedge funds and large institutions have $224B invested in Procter & Gamble in 2023 Q3 according to their latest regulatory filings, with 152 funds opening new positions, 1,406 increasing their positions, 1,426 reducing their positions, and 118 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,385
Holders Change
-7
Holders Change %
-0.21%
% of All Funds
53.97%
Holding in Top 10
265
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-1.12%
% of All Funds
4.23%
New
152
Increased
1,406
Reduced
1,426
Closed
118
Calls
$2.23B
Puts
$1.44B
Net Calls
+$791M
Net Calls Change
-$316M
Name Holding Trade Value Shares
Change
Shares
Change %
TA
2526
TrueWealth Advisors
Alabama
$646K +$27.6K +189 +4%
GWAG
2527
Garrett Wealth Advisory Group
Texas
$645K +$37.9K +260 +6%
FH
2528
FWG Holdings
Florida
$644K -$6.26K -43 -1%
QPWM
2529
Quadrant Private Wealth Management
Pennsylvania
$643K -$159K -1,093 -20%
AWG
2530
Altus Wealth Group
Colorado
$643K +$729 +5 +0.1%
BCM
2531
Bienville Capital Management
New York
$643K
DWM
2532
Dopkins Wealth Management
New York
$643K +$643K +4,408 New
CCP
2533
Cassia Capital Partners
North Carolina
$642K +$10.5K +72 +2%
BWM
2534
Boyd Wealth Management
California
$640K +$21K +144 +3%
LRWA
2535
Long Run Wealth Advisors
New York
$638K +$438 +3 +0.1%
DS
2536
DRW Securities
Illinois
$638K -$97.5K -668 -13%
GA
2537
GSG Advisors
New Jersey
$637K +$637K +4,370 New
LCWP
2538
Legacy Capital Wealth Partners
Arkansas
$637K +$637K +4,367 New
BCG
2539
Breakwater Capital Group
New Jersey
$637K +$85K +568 +15%
CCIA
2540
Cherry Creek Investment Advisors
Colorado
$636K +$3.79K +26 +0.6%
JJBC
2541
James J. Burns & Company
New York
$636K -$27.6K -189 -4%
HR
2542
Howe & Rusling
New York
$635K -$21.6K -148 -3%
AWP
2543
Abacus Wealth Partners
California
$635K +$118K +810 +23%
PA
2544
PSI Advisors
Florida
$635K +$7.73K +53 +1%
TIA
2545
Tiemann Investment Advisors
California
$635K -$6.56K -45 -1%
NCM
2546
NCM Capital Management
New Jersey
$634K +$46.1K +316 +8%
RCA
2547
Ranch Capital Advisors
Florida
$633K -$292 -2 -0%
TWM
2548
Tanager Wealth Management
United Kingdom
$633K +$5.25K +36 +0.8%
KCM
2549
KRS Capital Management
Michigan
$632K +$4.08K +28 +0.7%
AI
2550
AXS Investments
New York
$632K -$238K -1,630 -27%