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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 %
PIFP
2876
Partners in Financial Planning
Virginia
$385K +$29.2K +200 +8%
LP
2877
LGL Partners
Pennsylvania
$385K +$146 +1 +0%
AWP
2878
Ascent Wealth Partners
New York
$385K +$187K +1,282 +95%
PCM
2879
Passive Capital Management
Maryland
$384K
SGWM
2880
Sterling Group Wealth Management
California
$381K +$114K +779 +43%
LCM
2881
Lazari Capital Management
California
$381K -$14.6K -100 -4%
KWS
2882
Keystone Wealth Services
California
$380K +$729 +5 +0.2%
AW
2883
Apricus Wealth
South Carolina
$379K -$5.35K -37 -1%
WCFA
2884
Walkner Condon Financial Advisors
Wisconsin
$379K +$75.7K +519 +25%
MA
2885
Mezzasalma Advisors
New Jersey
$378K
LIM
2886
Loudon Investment Management
New Hampshire
$377K -$43.8K -300 -10%
SIAG
2887
Safeguard Investment Advisory Group
California
$376K -$3.21K -22 -0.8%
TWA
2888
Tandem Wealth Advisors
Arizona
$376K -$2.63K -18 -0.7%
OCM
2889
Orser Capital Management
Texas
$374K
GAM
2890
Gemmer Asset Management
California
$373K
SFA
2891
Source Financial Advisors
New York
$373K +$4.38K +30 +1%
P
2892
Palladiem
Pennsylvania
$372K
TFG
2893
Team Financial Group
California
$372K +$372K +2,549 New
NO
2894
Ninety One
South Africa
$372K
BEC
2895
Blue Edge Capital
Virginia
$371K
CWA
2896
Centennial Wealth Advisory
Michigan
$370K -$7.44K -51 -2%
IPW
2897
Impact Partnership Wealth
Georgia
$369K +$314K +2,153 +573%
CHP
2898
Cable Hill Partners
Oregon
$368K -$28.2K -193 -7%
FA
2899
Fagan Associates
New York
$368K +$4.96K +34 +1%
SWM
2900
Seed Wealth Management
Illinois
$367K