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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 %
CMS
2601
Capital Market Strategies
Florida
$586K +$586K +3,861 New
CFG
2602
CKW Financial Group
Hawaii
$584K +$492K +3,244 +538%
TF
2603
Trek Financial
Arizona
$583K -$52.7K -347 -8%
BRG
2604
Bay Rivers Group
Virginia
$583K
PAIM
2605
Punch & Associates Investment Management
Minnesota
$583K +$171K +1,128 +42%
WC
2606
Waterloo Capital
Texas
$582K -$256K -1,688 -31%
RTC
2607
Riverview Trust Company
Washington
$582K -$276K -1,819 -32%
PSP
2608
Pacific Sage Partners
Washington
$582K
GWAM
2609
Guardian Wealth Advisors (Minnesota)
Minnesota
$579K +$24K +158 +4%
BZWA
2610
Blue Zone Wealth Advisors
California
$578K +$6.07K +40 +1%
GAMC
2611
Garner Asset Management Corp
Texas
$577K -$198K -1,301 -26%
ACM
2612
Adalta Capital Management
New York
$577K
CM
2613
Castleark Management
Illinois
$577K
LFM
2614
LGT Fund Management
Liechtenstein
$577K
QFA
2615
Quantum Financial Advisors
California
$576K -$41.1K -271 -7%
B
2616
Barings
North Carolina
$575K -$40.5K -267 -7%
SIC
2617
SJS Investment Consulting
Ohio
$574K +$25.5K +168 +5%
HKIM
2618
Hayek Kallen Investment Management
Alabama
$574K -$15K -99 -3%
MIAS
2619
Mason Investment Advisory Services
Virginia
$573K -$5.77K -38 -1%
GIM
2620
Greylin Investment Management
Virginia
$573K -$75.9K -500 -12%
CIA
2621
Cape Investment Advisory
Georgia
$573K +$27.6K +182 +5%
AFG
2622
ABLE Financial Group
Arizona
$573K +$157K +1,033 +38%
NF
2623
Nvest Financial
New Hampshire
$572K +$2.28K +15 +0.4%
CPM
2624
Connective Portfolio Management
New York
$571K -$29.6K -195 -5%
NC
2625
NinePointTwo Capital
California
$571K