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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 %
HC
2576
Hoese & Co
Minnesota
$610K -$24.8K -170 -4%
AWM
2577
Angeles Wealth Management
California
$608K +$37.2K +255 +7%
LJAC
2578
L.J. Altfest & Co
New York
$607K -$6.13K -42 -1%
FOA
2579
Five Oceans Advisors
California
$607K +$438 +3 +0.1%
TBWA
2580
Three Bridge Wealth Advisors
California
$606K -$4.96K -34 -0.8%
TCA
2581
Trifecta Capital Advisors
Illinois
$605K -$3.65K -25 -0.6%
CNAM
2582
Campbell Newman Asset Management
Wisconsin
$605K
TC
2583
Tacita Capital
Ontario, Canada
$605K
HSWM
2584
Hubbell Strickland Wealth Management
Louisiana
$604K -$22.9K -157 -4%
AC
2585
AlphaCore Capital
California
$601K +$58.2K +399 +11%
SCA
2586
Stuart Chaussee & Associates
California
$598K +$1.02K +7 +0.2%
RA
2587
Ruggaard & Associates
Ohio
$598K
WC
2588
Waterloo Capital
Texas
$597K +$37.9K +260 +7%
WLIM
2589
White Lighthouse Investment Management
Massachusetts
$596K -$292 -2 -0%
LFG
2590
Lockerman Financial Group
California
$596K -$109K -746 -15%
I2I
2591
Insight 2811 Inc
Illinois
$595K -$3.5K -24 -0.6%
LSIA
2592
LaSalle St. Investment Advisors
Illinois
$595K
BAM
2593
Blueshift Asset Management
New Jersey
$595K +$317K +2,172 +114%
GPA
2594
Guidance Point Advisors
Massachusetts
$594K +$16.6K +114 +3%
PCA
2595
Providence Capital Advisors
North Carolina
$594K +$6.42K +44 +1%
LA
2596
Latitude Advisors
Florida
$594K +$5.98K +41 +1%
HWA
2597
Heartwood Wealth Advisors
Virginia
$594K +$231K +1,586 +64%
PSF
2598
Pacific Sun Financial
California
$589K -$35.2K -241 -6%
WSWA
2599
Warren Street Wealth Advisors
California
$588K +$76.7K +526 +15%
BHPW
2600
Beverly Hills Private Wealth
California
$588K -$10.4K -71 -2%