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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 %
CFG
2851
Carr Financial Group
Massachusetts
$400K -$55.8K -368 -12%
OKSA
2852
O'Keefe Stevens Advisory
New York
$400K +$52.2K +344 +15%
PCM
2853
Passive Capital Management
Maryland
$400K +$43.2K +285 +12%
FAT
2854
First American Trust
California
$399K -$221K -1,460 -36%
WOSD
2855
WFA of San Diego
California
$399K -$7.59K -50 -2%
BFA
2856
BMS Financial Advisors
South Dakota
$397K -$151K -996 -28%
AW
2857
Apricus Wealth
South Carolina
$396K -$30.5K -205 -7%
SIAG
2858
Safeguard Investment Advisory Group
California
$395K -$15.8K -104 -4%
TWA
2859
Tandem Wealth Advisors
Arizona
$394K +$14.4K +95 +4%
KWS
2860
Keystone Wealth Services
California
$394K +$5.46K +36 +1%
CWA
2861
Centennial Wealth Advisory
Michigan
$393K +$31.1K +205 +9%
MA
2862
Mezzasalma Advisors
New Jersey
$393K +$21.4K +141 +6%
SC
2863
Sepio Capital
Utah
$392K +$11.4K +75 +3%
SLWA
2864
San Luis Wealth Advisors
California
$391K -$70.6K -465 -15%
ACM
2865
Alpha Capital Management
Texas
$390K
OCM
2866
Orser Capital Management
Texas
$389K -$162K -1,069 -29%
TC
2867
Trilogy Capital
California
$388K +$58K +379 +18%
GAM
2868
Gemmer Asset Management
California
$388K -$12.1K -80 -3%
BWFA
2869
Baltimore-Washington Financial Advisors
Maryland
$388K +$58.4K +385 +18%
P
2870
Palladiem
Pennsylvania
$387K -$15.8K -104 -4%
SFSG
2871
Sound Financial Strategies Group
Mississippi
$386K -$15.8K -104 -4%
APS
2872
American Planning Services
Florida
$386K
BEC
2873
Blue Edge Capital
Virginia
$386K -$11.4K -75 -3%
NO
2874
Ninety One
South Africa
$383K
SFA
2875
Source Financial Advisors
New York
$383K +$13.7K +90 +4%