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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 %
SWRP
2751
Summit Wealth & Retirement Planning
California
$475K +$304 +2 +0.1%
CFA
2752
Capstone Financial Advisors
Illinois
$474K -$21.1K -139 -4%
MCM
2753
McRae Capital Management
New Jersey
$474K +$18.8K +124 +4%
PCM
2754
Princeton Capital Management
New Jersey
$473K -$97K -639 -17%
REMPR
2755
Roof Eidam Maycock Peralta (REMP)
California
$472K
WFA
2756
WestHill Financial Advisors
California
$471K +$29K +191 +7%
AWM
2757
Aprio Wealth Management
Georgia
$470K +$2.58K +17 +0.6%
FW
2758
FirstPurpose Wealth
Utah
$469K +$10.9K +72 +2%
ACM
2759
Advance Capital Management
Michigan
$468K -$596K -3,930 -56%
RIM
2760
Rockbridge Investment Management
New York
$468K
ESCM
2761
Echo Street Capital Management
New York
$463K +$62.1K +409 +15%
PCFFS
2762
Pacific Center for Financial Services
California
$462K +$152 +1 +0%
PCMI
2763
Paradigm Capital Management Inc
New York
$461K -$9.1K -60 -2%
SC
2764
Solstein Capital
California
$461K +$12.4K +82 +3%
MAWA
2765
Moss Adams Wealth Advisors
Washington
$460K -$44.8K -295 -9%
HWP
2766
Highline Wealth Partners
California
$458K
SC
2767
Schubert & Co
Texas
$458K -$19.1K -126 -4%
AF
2768
Alerus Financial
North Dakota
$458K -$2.43K -16 -0.5%
EWA
2769
ERTS Wealth Advisors
Michigan
$458K -$11.1K -73 -2%
BAM
2770
Bellevue Asset Management
Washington
$457K +$152 +1 +0%
LAS
2771
LWM Advisory Services
Florida
$457K +$10K +66 +2%
AP
2772
Advisors Preferred
Maryland
$457K +$457K +2,994 New
EBA
2773
Eagle Bay Advisors
New York
$456K -$22K -145 -5%
CWA
2774
Consilium Wealth Advisory
Texas
$455K
LGG
2775
Luts & Greenleigh Group
Maryland
$454K +$109K +718 +32%