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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 %
MF
2951
Meridian Financial
Massachusetts
$335K
UW
2952
Unique Wealth
Florida
$334K -$1.46K -10 -0.4%
GF
2953
Gries Financial
Ohio
$332K -$95.8K -657 -22%
WPWM
2954
Western Pacific Wealth Management
Illinois
$332K
WAG
2955
Wallace Advisory Group
California
$331K +$34.7K +229 +12%
MAA
2956
Matrix Asset Advisors
New York
$330K -$70.2K -481 -18%
RWI
2957
Red Wave Investments
Pennsylvania
$329K
GFL
2958
Granite FO LLC
New Hampshire
$328K +$15.3K +105 +5%
RWA
2959
Rooted Wealth Advisors
Illinois
$326K +$19K +126 +6%
MAM
2960
Marotta Asset Management
Virginia
$325K -$4.81K -33 -1%
MRWM
2961
ML&R Wealth Management
Texas
$324K +$69.7K +478 +27%
SCG
2962
Sonata Capital Group
Washington
$324K
AC
2963
Avenir Corporation
Virginia
$324K
PWA
2964
Primoris Wealth Advisors
Florida
$324K -$6.27K -43 -2%
WAM
2965
WealthTrust Asset Management
Florida
$324K -$14.1K -97 -4%
YWM
2966
Yoder Wealth Management
California
$323K +$8.75K +60 +3%
TFP
2967
Tilia Fiduciary Partners
North Carolina
$323K +$27.1K +186 +9%
LD
2968
Lipe & Dalton
New York
$323K
AA
2969
AlphaQ Advisors
Florida
$322K -$43K -295 -12%
OAM
2970
Occidental Asset Management
California
$322K +$1.9K +13 +0.6%
HFA
2971
High Falls Advisors
New York
$322K +$146 +1 +0%
WF
2972
Warner Financial
Maryland
$321K +$1.02K +7 +0.3%
PIM
2973
Provident Investment Management
Michigan
$321K -$571K -3,916 -64%
Edgewood Management
2974
Edgewood Management
Connecticut
$321K
ACM
2975
Alethea Capital Management
Washington
$321K