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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 %
QCIG
2676
Quad-Cities Investment Group
Iowa
$531K +$292 +2 +0.1%
BFPW
2677
BOK Financial Private Wealth
Colorado
$531K
BW
2678
BIP Wealth
Georgia
$530K +$17.4K +119 +3%
RRA
2679
Round Rock Advisors
Connecticut
$529K
KCFA
2680
Key Client Fiduciary Advisors
New Jersey
$528K +$8.02K +55 +2%
KC
2681
Kenfarb & Co
Kentucky
$527K
UF
2682
Univest Financial
Pennsylvania
$526K -$156K -1,069 -23%
TWM
2683
Tradition Wealth Management
Minnesota
$525K -$104K -710 -16%
AA
2684
AJ Advisors
Tennessee
$525K +$525K +3,596 New
FWM
2685
FSA Wealth Management
Massachusetts
$524K +$7.29K +50 +1%
HSG
2686
Helen Stephens Group
Texas
$523K -$2.04K -14 -0.4%
FCFC
2687
First Citizens Financial Corp
Iowa
$522K -$10.2K -70 -2%
MTWM
2688
Masso Torrence Wealth Management
New Jersey
$520K +$28.6K +196 +6%
MC
2689
Mathes Company
New York
$520K
TFA
2690
Trinity Financial Advisors
Ohio
$519K -$5.84K -40 -1%
TIA
2691
Traphagen Investment Advisors
New Jersey
$519K +$25.2K +173 +5%
LI
2692
LVZ Inc
Michigan
$518K
R
2693
Rebalance
California
$517K
PCMC
2694
Private Capital Management (Colorado)
Colorado
$517K +$27.9K +191 +6%
SHWM
2695
Smith & Howard Wealth Management
Georgia
$516K +$51.1K +350 +11%
FGP
2696
Foyston, Gordon, & Payne
Ontario, Canada
$515K
AAP
2697
Arax Advisory Partners
Colorado
$514K -$8.46K -58 -2%
OCBCO
2698
Oversea-Chinese Banking Corp (OCBC)
Singapore
$513K +$513K +3,518 New
PWM
2699
Prentice Wealth Management
New York
$513K +$3.5K +24 +0.7%
SMA
2700
Seven Mile Advisory
New Jersey
$510K -$5.11K -35 -1%