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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 %
Edgewood Management
2951
Edgewood Management
Connecticut
$334K
ACM
2952
Alethea Capital Management
Washington
$334K
WFC
2953
Western Financial Corp
California
$334K
BFIC
2954
Bedell Frazier Investment Counselling
California
$334K -$119K -782 -26%
WF
2955
Warner Financial
Maryland
$333K
OAM
2956
Occidental Asset Management
California
$333K -$152 -1 -0%
WFMPM
2957
Woodley Farra Manion Portfolio Management
Indiana
$333K -$3.79K -25 -1%
CFO
2958
Collective Family Office
Pennsylvania
$332K -$1.21K -8 -0.4%
SCM
2959
Shapiro Capital Management
Georgia
$331K +$152 +1 +0%
ACM
2960
Avalon Capital Management
California
$331K -$683K -4,500 -67%
UCB
2961
United Community Bank
South Carolina
$331K +$124K +815 +60%
ICP
2962
Interchange Capital Partners
Pennsylvania
$330K +$18.1K +119 +6%
FWP
2963
Falcon Wealth Planning
California
$330K +$15.3K +101 +5%
YDMI
2964
Y.D. More Investments
Israel
$329K +$25.6K +169 +8%
CHA
2965
Cooper/Haims Advisors
New York
$329K +$7.59K +50 +2%
YWM
2966
Yoder Wealth Management
California
$327K -$7.59K -50 -2%
RFP
2967
RCS Financial Planning
Maryland
$327K +$759 +5 +0.2%
TCOK
2968
Trust Company of Kansas
Kansas
$326K -$34.3K -226 -10%
PD
2969
Planning Directions
Pennsylvania
$326K +$759 +5 +0.2%
RF
2970
Rollins Financial
Georgia
$325K
GFL
2971
Granite FO LLC
New Hampshire
$325K -$392K -2,584 -55%
FBT
2972
First Bank & Trust
South Dakota
$325K +$325K +2,139 New
OPOWM
2973
One Plus One Wealth Management
Florida
$324K -$28.1K -185 -8%
WF
2974
Whelan Financial
California
$324K +$1.06K +7 +0.3%
LI
2975
Latash Investments
Alaska
$323K