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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 %
AF
2626
Apexium Financial
Texas
$563K -$29K -199 -5%
VPP
2627
Vertex Planning Partners
Illinois
$562K -$14.1K -97 -2%
CFG
2628
CKW Financial Group
Hawaii
$561K
BFG
2629
Bouchey Financial Group
New York
$561K +$18.2K +125 +3%
BRG
2630
Bay Rivers Group
Virginia
$561K
PAIM
2631
Punch & Associates Investment Management
Minnesota
$560K
PSP
2632
Pacific Sage Partners
Washington
$559K +$146 +1 +0%
RTC
2633
Riverview Trust Company
Washington
$559K
LCM
2634
Liberty Capital Management
Michigan
$558K -$7.29K -50 -1%
ACM
2635
Armbruster Capital Management
New York
$557K -$33.8K -232 -6%
GJIA
2636
Glass Jacobson Investment Advisors
Maryland
$556K +$29.8K +204 +6%
BZWA
2637
Blue Zone Wealth Advisors
California
$556K
GWAM
2638
Guardian Wealth Advisors (Minnesota)
Minnesota
$555K -$875 -6 -0.2%
ACM
2639
Adalta Capital Management
New York
$555K
CM
2640
Castleark Management
Illinois
$554K
CFO
2641
Callan Family Office
Pennsylvania
$553K -$281K -1,926 -34%
AIFAIM
2642
American Institute for Advanced Investment Management
Arizona
$553K +$34.3K +235 +7%
AFAS
2643
Acorn Financial Advisory Services
Virginia
$552K +$87.5K +600 +19%
HKIM
2644
Hayek Kallen Investment Management
Alabama
$551K
NC
2645
NinePointTwo Capital
California
$549K
CPM
2646
Connective Portfolio Management
New York
$548K
HT
2647
Headlands Technologies
Illinois
$548K -$1.67M -11,448 -75%
MAM
2648
Meeder Asset Management
Ohio
$548K +$51.3K +352 +10%
JBA
2649
Johnson Bixby & Associates
Washington
$547K -$22.3K -153 -4%
LFP
2650
Lakeshore Financial Planning
Michigan
$546K +$546K +3,745 New