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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 %
SCM
2901
Silvant Capital Management
Georgia
$367K
FA
2902
Fiduciary Alliance
South Carolina
$365K +$166K +1,137 +83%
BAM
2903
Bosun Asset Management
Illinois
$365K
SNBOSD
2904
Security National Bank of So Dak
Iowa
$365K
PSFG
2905
Prairie Sky Financial Group
Illinois
$365K -$3.65K -25 -1%
KA
2906
Kure Advisory
Minnesota
$364K +$364K +2,498 New
W
2907
WealthOne
New York
$364K -$171K -1,175 -32%
TWM
2908
TMD Wealth Management
Arizona
$364K +$1.31K +9 +0.4%
TWA
2909
Talisman Wealth Advisors
New Jersey
$362K -$1.02K -7 -0.3%
BHWM
2910
Beaird Harris Wealth Management
Texas
$362K +$13.4K +92 +4%
AA
2911
Alesco Advisors
New York
$361K -$30.6K -210 -8%
GCA
2912
Guardian Capital Advisors
Ontario, Canada
$361K +$11.6K +81 +3%
WOSD
2913
WFA of San Diego
California
$359K -$24.4K -167 -6%
MFS
2914
McNamara Financial Services
Massachusetts
$359K
PCMK
2915
Paragon Capital Management (Kansas)
Kansas
$359K
BBW
2916
Blue Barn Wealth
Utah
$358K -$3.79K -26 -1%
RCM
2917
Rain Capital Management
Oregon
$357K +$4.38K +30 +1%
SFSG
2918
Sound Financial Strategies Group
Mississippi
$357K -$14.3K -98 -4%
CL
2919
COWA LLC
Oklahoma
$357K
WCG
2920
Weaver Consulting Group
California
$356K -$6.86K -47 -2%
MAM
2921
McLean Asset Management
Virginia
$356K +$8.25K +57 +2%
PCH
2922
PGIM Custom Harvest
New Jersey
$355K -$64K -439 -15%
SFP
2923
Sterling Financial Planning
New Jersey
$355K -$6.86K -47 -2%
WW
2924
Waterfront Wealth
Kansas
$354K +$1.93K +13 +0.5%
HBCM
2925
Heron Bay Capital Management
Michigan
$354K -$5.11K -35 -1%