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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 %
CG
2551
Clifford Group
Massachusetts
$631K -$80.7K -553 -11%
SICM
2552
Sustainable Insight Capital Management
New York
$631K -$423K -2,900 -40%
SSW
2553
Stone Summit Wealth
Florida
$629K -$29.2K -200 -4%
WP
2554
Waycross Partners
Kentucky
$629K
CPA
2555
Capital Planning Advisors
California
$627K -$22.9K -157 -4%
SWM
2556
Sugarloaf Wealth Management
Georgia
$627K +$25.2K +173 +4%
TT
2557
TI-Trust
Illinois
$626K
KFG
2558
Kingdom Financial Group
Arizona
$624K +$299K +2,048 +92%
TCOO
2559
Trust Company of Oklahoma
Oklahoma
$624K -$176K -1,204 -22%
FC
2560
Forte Capital
New York
$621K +$18.4K +126 +3%
RVPG
2561
Relative Value Partners Group
$621K +$217K +1,487 +54%
CIA
2562
Compass Ion Advisors
Pennsylvania
$621K +$621K +4,257 New
TAM
2563
Todd Asset Management
Kentucky
$620K -$58.2K -399 -9%
AAA
2564
Adams Asset Advisors
Texas
$620K
KIC
2565
Keating Investment Counselors
Florida
$619K +$263K +1,800 +74%
WCM
2566
Wedge Capital Management
North Carolina
$618K -$12.5K -86 -2%
CIA
2567
Citadel Investment Advisory
Ohio
$618K
AIS
2568
American Investment Services
Massachusetts
$618K +$438 +3 +0.1%
EIA
2569
Edgemoor Investment Advisors
Maryland
$616K
BAAM
2570
Baker Avenue Asset Management
California
$615K +$19.7K +135 +3%
JCM
2571
Jacobsen Capital Management
Utah
$614K +$1.9K +13 +0.3%
PCA
2572
Prosperity Capital Advisors
Ohio
$614K +$137K +940 +29%
MC
2573
Machina Capital
France
$613K +$613K +4,200 New
TFGT
2574
TS Financial Group (TSFG)
Illinois
$611K +$2.19K +15 +0.4%
SA
2575
SRH Advisors
Kansas
$610K +$875 +6 +0.1%