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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 %
RRA
2651
Round Rock Advisors
Connecticut
$550K
ECM
2652
Elgethun Capital Management
South Dakota
$549K +$13K +86 +2%
KC
2653
Kenfarb & Co
Kentucky
$548K
GJIA
2654
Glass Jacobson Investment Advisors
Maryland
$548K +$548K +3,611 New
PGWM
2655
Parisi Gray Wealth Management
New Jersey
$548K
HSG
2656
Helen Stephens Group
Texas
$546K +$2.43K +16 +0.4%
LCGC
2657
Legacy Capital Group California
California
$546K +$94.4K +622 +21%
TFA
2658
Trinity Financial Advisors
Ohio
$545K +$7.74K +51 +1%
EA
2659
Ellsworth Advisors
Ohio
$545K +$3.34K +22 +0.6%
SRC
2660
Shufro Rose & Co
New York
$545K
MFC
2661
Morris Financial Concepts
South Carolina
$544K
AAP
2662
Arax Advisory Partners
Colorado
$544K +$7.89K +52 +1%
AFG
2663
Altiora Financial Group
Ohio
$543K +$168K +1,105 +45%
MC
2664
Mathes Company
New York
$541K +$541K +3,566 New
PFA
2665
Pathway Financial Advisors
Vermont
$541K
KCFA
2666
Key Client Fiduciary Advisors
New Jersey
$541K +$11.5K +76 +2%
AIFAIM
2667
American Institute for Advanced Investment Management
Arizona
$539K +$30.3K +200 +6%
LI
2668
LVZ Inc
Michigan
$538K +$23.8K +157 +5%
R
2669
Rebalance
California
$538K
AWP
2670
Abacus Wealth Partners
California
$538K -$107K -707 -17%
FWM
2671
FSA Wealth Management
Massachusetts
$537K +$2.28K +15 +0.4%
FGP
2672
Foyston, Gordon, & Payne
Ontario, Canada
$536K
GCA
2673
Greenwood Capital Associates
South Carolina
$536K +$17K +112 +3%
SMA
2674
Seven Mile Advisory
New Jersey
$536K +$536K +3,530 New
BW
2675
BIP Wealth
Georgia
$534K -$212K -1,398 -28%