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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 %
WAM
2651
WFA Asset Management
Wisconsin
$546K -$74.2K -509 -12%
SFG
2652
Sovereign Financial Group
Connecticut
$546K -$109K -750 -17%
AWM
2653
Avondale Wealth Management
Texas
$544K
FPWM
2654
FSB Premier Wealth Management
Iowa
$544K +$10.2K +70 +2%
EA
2655
Emerald Advisors
Washington
$541K +$6.27K +43 +1%
SIC
2656
SJS Investment Consulting
Ohio
$541K -$10.8K -74 -2%
HAS
2657
Holland Advisory Services
Florida
$541K +$146 +1 +0%
ECAM
2658
East Coast Asset Management
Massachusetts
$541K
LCGC
2659
Legacy Capital Group California
California
$541K +$16.3K +112 +3%
PGWM
2660
Parisi Gray Wealth Management
New Jersey
$540K +$2.92K +20 +0.5%
RPGK
2661
Retirement Planning Group (Kansas)
Kansas
$540K -$83.6K -573 -13%
SRSA
2662
S.R. Schill & Associates
Washington
$539K +$4.67K +32 +0.9%
AIM
2663
AMI Investment Management
Indiana
$539K -$6.27K -43 -1%
LF
2664
Lantz Financial
Illinois
$538K +$7K +48 +1%
EA
2665
Ellsworth Advisors
Ohio
$537K +$4.6K +31 +0.9%
EFM
2666
E Fund Management
China
$537K -$37.7K -258 -7%
LSC
2667
Lesa Sroufe & Co
Washington
$537K
CCM
2668
Chiron Capital Management
Florida
$536K -$30.2K -207 -5%
CAL
2669
Capital Advisors Ltd
Ohio
$535K
WAOTB
2670
Wealth Advisors of Tampa Bay
Florida
$535K +$256K +1,753 +92%
MWP
2671
Meridian Wealth Partners
Pennsylvania
$535K -$106K -730 -17%
IWP
2672
Invenio Wealth Partners
Florida
$534K +$117K +803 +28%
WFA
2673
Wellspring Financial Advisors
Ohio
$532K +$729 +5 +0.1%
PFA
2674
Pathway Financial Advisors
Vermont
$532K +$11.7K +80 +2%
ECM
2675
Elgethun Capital Management
South Dakota
$531K +$5.95K +41 +1%