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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 %
PCA
2726
Prosperity Capital Advisors
Ohio
$496K -$24.7K -163 -5%
CCM
2727
Carlson Capital Management
Minnesota
$496K -$307K -2,022 -38%
DSN
2728
D. Scott Neal
Kentucky
$495K -$26.4K -174 -5%
PFA
2729
Professional Financial Advisors
Nebraska
$494K -$6.68K -44 -1%
MSCM
2730
McElhenny Sheffield Capital Management
Texas
$494K +$303 +2 +0.1%
MCM
2731
Mendel Capital Management
Arkansas
$493K +$1.97K +13 +0.4%
OWA
2732
Opal Wealth Advisors
New York
$492K +$141K +932 +40%
FDS
2733
First Dallas Securities
Texas
$492K -$29.4K -194 -6%
BEAM
2734
Baker Ellis Asset Management
Washington
$492K +$2.73K +18 +0.6%
PVH
2735
Psagot Value Holdings
Israel
$489K +$26K +174 +6%
OFG
2736
OmniStar Financial Group
North Carolina
$489K +$80.1K +528 +20%
AWS
2737
Arkfeld Wealth Strategies
Nebraska
$488K +$13.2K +89 +3%
Cohen & Steers
2738
Cohen & Steers
New York
$488K +$58.3K +384 +14%
TWP
2739
Tempus Wealth Planning
California
$486K -$25.9K -171 -5%
WWG
2740
West Wealth Group
California
$485K -$7.13K -47 -1%
RA
2741
Rational Advisors
New York
$485K +$485K +3,193 New
FAM
2742
Fenimore Asset Management
New York
$484K
FAM
2743
Flaharty Asset Management
Florida
$483K -$32K -211 -6%
SHWM
2744
Smith & Howard Wealth Management
Georgia
$483K -$11.7K -77 -2%
AFAS
2745
Acorn Financial Advisory Services
Virginia
$483K +$2.73K +18 +0.6%
3F
2746
360 Financial
Minnesota
$483K -$10.3K -68 -2%
EWP
2747
Engrave Wealth Partners
Texas
$479K -$4.25K -28 -0.9%
BWM
2748
Brown Wealth Management
Illinois
$477K +$477K +3,146 New
CWA
2749
Clarity Wealth Advisors
California
$476K -$77.7K -512 -14%
KC
2750
Kades & Cheifetz
Pennsylvania
$475K -$37K -244 -7%