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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 %
KPWG
2776
KFA Private Wealth Group
Virginia
$453K -$25.2K -166 -5%
TFO
2777
Tarbox Family Office
California
$453K
SAM
2778
Synergy Asset Management
Washington
$452K -$48.7K -321 -10%
NF
2779
Norwood Financial
Pennsylvania
$451K
OPPS
2780
Obsidian Personal Planning Solutions
Maryland
$451K +$54.5K +359 +14%
HWM
2781
Hemington Wealth Management
Virginia
$451K -$29.1K -192 -6%
CWA
2782
Clearview Wealth Advisors
Oregon
$451K -$3.03K -20 -0.7%
BIM
2783
Bullseye Investment Management
Ohio
$449K +$152 +1 +0%
TCWM
2784
Total Clarity Wealth Management
Illinois
$449K +$20.9K +138 +5%
BP
2785
BBR Partners
New York
$449K -$260K -1,714 -37%
FC
2786
Fulcrum Capital
Washington
$448K -$132K -869 -23%
FPGK
2787
Financial Partners Group (Kansas)
Kansas
$447K -$114K -737 -20%
PBF
2788
Petix & Botte Financial
California
$447K +$224K +1,473 +100%
OBGC
2789
O'Brien Greene & Co
Pennsylvania
$447K
SA
2790
SL Advisors
New Jersey
$447K
GF
2791
Gries Financial
Ohio
$445K +$33.7K +222 +8%
AR
2792
Advisory Research
Illinois
$444K +$444K +2,929 New
SIA
2793
Sage Investment Advisers
New York
$444K +$152 +1 +0%
VFPW
2794
Vantage Financial Partners (Wisconsin)
Wisconsin
$441K +$7.13K +47 +2%
PRWA
2795
Platte River Wealth Advisors
Colorado
$441K
GWM
2796
Gitterman Wealth Management
New Jersey
$440K -$7.59K -50 -2%
MIG
2797
McGuire Investment Group
Rhode Island
$439K +$439K +2,893 New
LIM
2798
Loudon Investment Management
New Hampshire
$438K -$7.59K -50 -2%
PCH
2799
PGIM Custom Harvest
New Jersey
$436K -$36.4K -240 -8%
GCIA
2800
Gabelli & Co Investment Advisers
New York
$436K +$436K +2,875 New