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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 %
SBF
2701
Sara-Bay Financial
Florida
$508K
HWM
2702
HighMark Wealth Management
Minnesota
$507K +$1.6K +11 +0.3%
SRC
2703
Shufro Rose & Co
New York
$505K -$18.7K -128 -4%
PFG
2704
Prosperity Financial Group
California
$505K +$15.8K +108 +3%
AFG
2705
ABLE Financial Group
Arizona
$504K -$45.9K -315 -8%
EBA
2706
Eagle Bay Advisors
New York
$503K +$64.6K +443 +15%
SWP
2707
Summit Wealth Partners
Florida
$503K -$86.8K -595 -15%
CW
2708
Cook Wealth
North Carolina
$501K +$501K +3,343 New
MLFP
2709
MPS Loria Financial Planners
Illinois
$500K -$9.63K -66 -2%
TA
2710
Trellis Advisors
Washington
$500K +$5.54K +38 +1%
CFGSD
2711
Compass Financial Group (South Dakota)
South Dakota
$499K +$729 +5 +0.1%
HIM
2712
Hillsdale Investment Management
Ontario, Canada
$499K +$238K +1,630 +91%
EWP
2713
Engrave Wealth Partners
Texas
$498K +$38.1K +261 +8%
OFW
2714
Omnia Family Wealth
Florida
$498K
MFT
2715
Moisand Fitzgerald Tamayo
Florida
$496K +$2.92K +20 +0.6%
JC
2716
Jentner Corp
Ohio
$496K +$1.17K +8 +0.2%
HBWM
2717
Hollow Brook Wealth Management
New York
$493K
NF
2718
Nvest Financial
New Hampshire
$493K -$57K -391 -10%
AC
2719
ASB Consultores
Florida
$492K -$215K -1,473 -30%
OW
2720
Olistico Wealth
Oklahoma
$492K -$9.48K -65 -2%
PFA
2721
Pettinga Financial Advisors
Indiana
$492K
VIM
2722
Vista Investment Management
Pennsylvania
$492K -$8.9K -61 -2%
LFA
2723
Laraway Financial Advisors
Minnesota
$492K
SCP
2724
Syntal Capital Partners
Texas
$491K -$629K -4,308 -56%
MC
2725
Montag & Caldwell
Georgia
$491K