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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 %
MTWM
2701
Masso Torrence Wealth Management
New Jersey
$512K -$33.2K -219 -6%
LFA
2702
Laraway Financial Advisors
Minnesota
$511K -$37.2K -245 -7%
CRI
2703
Colonial River Investments
Virginia
$510K -$747K -4,922 -59%
MC
2704
Montag & Caldwell
Georgia
$510K
PFA
2705
Plotkin Financial Advisors
Maryland
$510K
PFG
2706
Prosperity Financial Group
California
$509K -$6.83K -45 -1%
PCMC
2707
Private Capital Management (Colorado)
Colorado
$509K -$3.79K -25 -0.7%
CPSC
2708
Carl P. Sherr & Co
Massachusetts
$508K -$13.7K -90 -3%
SA
2709
Syntax Advisors
New York
$505K -$58.3K -384 -10%
VCG
2710
Vantage Consulting Group
Virginia
$505K -$58.3K -384 -10%
JLBC
2711
J.L. Bainbridge & Co
Florida
$505K
MHR
2712
Matthew Hamilton Rosenberg
$505K +$54.8K +361 +12%
SL
2713
Savior LLC
Massachusetts
$505K +$607 +4 +0.1%
OLA
2714
Oliver Luxxe Assets
New Jersey
$505K -$32.3K -213 -6%
LSWM
2715
Lorne Steinberg Wealth Management
Canada
$504K
RIG
2716
Renaissance Investment Group
Massachusetts
$502K -$14K -92 -3%
KIA
2717
KLR Investment Advisors
Rhode Island
$502K -$14.9K -98 -3%
BBWP
2718
Beacon Bridge Wealth Partners
Pennsylvania
$502K
MPW
2719
Monterey Private Wealth
California
$501K +$911 +6 +0.2%
SWA
2720
Sax Wealth Advisors
New Jersey
$501K -$8.04K -53 -2%
AFT
2721
Alpha Family Trust
California
$501K -$72.8K -480 -13%
FNWM
2722
Financial Network Wealth Management
Utah
$500K
FWM
2723
Focused Wealth Management
New York
$497K +$32.8K +216 +7%
PCM
2724
Perritt Capital Management
Illinois
$496K -$53.3K -351 -10%
EBWM
2725
Eagle Bluffs Wealth Management
Missouri
$496K +$10.6K +70 +2%