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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 %
CIA
2776
Cape Investment Advisory
Georgia
$450K -$101K -691 -18%
MFC
2777
Morris Financial Concepts
South Carolina
$449K -$73.7K -505 -14%
SGCA
2778
Steel Grove Capital Advisors
Tennessee
$449K -$43.5K -298 -9%
LAS
2779
LWM Advisory Services
Florida
$449K +$8.6K +59 +2%
FW
2780
FirstPurpose Wealth
Utah
$448K -$3.06K -21 -0.7%
FPGK
2781
Financial Partners Group (Kansas)
Kansas
$448K +$14.7K +98 +3%
HWP
2782
Highline Wealth Partners
California
$448K +$7.29K +50 +2%
TFCP
2783
Twin Focus Capital Partners
Massachusetts
$447K -$270K -1,849 -38%
ACM
2784
Advance Capital Management
Michigan
$447K -$3.21K -22 -0.7%
WIA
2785
World Investment Advisors
California
$447K +$38.9K +267 +10%
KPWG
2786
KFA Private Wealth Group
Virginia
$445K +$9.77K +67 +2%
FMI
2787
F/M Investments
District of Columbia
$445K +$27K +187 +6%
PCMI
2788
Paradigm Capital Management Inc
New York
$443K
SC
2789
Solstein Capital
California
$443K
BAM
2790
Bellevue Asset Management
Washington
$440K +$146 +1 +0%
WB
2791
West Bancorporation
Iowa
$440K -$163K -1,120 -27%
LGG
2792
Luts & Greenleigh Group
Maryland
$438K +$2.19K +15 +0.5%
CWA
2793
Consilium Wealth Advisory
Texas
$438K
MAG
2794
Mayfair Advisory Group
Alabama
$436K +$21.7K +150 +5%
PFG
2795
PAX Financial Group
Texas
$436K +$436K +2,987 New
TFO
2796
Tarbox Family Office
California
$436K
EWA
2797
ERTS Wealth Advisors
Michigan
$435K -$4.81K -33 -1%
BWM
2798
Brown Wealth Management
Illinois
$435K -$24.1K -165 -5%
SAM
2799
Synergy Asset Management
Washington
$435K
GFP
2800
Guardian Financial Partners
California
$434K +$434K +2,973 New