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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 %
Edgewood Management
2976
Edgewood Management
Connecticut
$321K
BFIC
2977
Bedell Frazier Investment Counselling
California
$321K
ACM
2978
AUA Capital Management
Pennsylvania
$321K +$53.1K +364 +20%
HIS
2979
Horizon Investment Services
Indiana
$320K -$34.6K -237 -10%
RF
2980
Rollins Financial
Georgia
$320K +$7.29K +50 +2%
MS
2981
Madden Securities
Texas
$319K -$16.2K -111 -5%
ES
2982
ETF Store
Kansas
$319K -$20.7K -138 -6%
NF
2983
Nikulski Financial
Iowa
$319K -$9.92K -68 -3%
FBC
2984
Fairfield, Bush & Co
Connecticut
$319K -$438K -3,000 -58%
SCM
2985
Shapiro Capital Management
Georgia
$318K
ACM
2986
Avalon Capital Management
California
$318K
CHA
2987
Cooper/Haims Advisors
New York
$318K +$2.04K +14 +0.6%
PA
2988
Planning Alternatives
Michigan
$318K +$26.3K +180 +9%
JAFL
2989
Jay A. Fishman Ltd
Michigan
$318K +$73.7K +505 +30%
CWG
2990
Crown Wealth Group
North Carolina
$318K +$29.2K +200 +10%
WF
2991
Whelan Financial
California
$318K +$6.56K +45 +2%
LI
2992
Lafayette Investments
Maryland
$317K +$7.44K +51 +2%
FWP
2993
Falcon Wealth Planning
California
$316K -$438 -3 -0.1%
RFP
2994
RCS Financial Planning
Maryland
$314K
MPW
2995
MGO Private Wealth
California
$314K +$107K +733 +52%
LF
2996
Lee Financial
Texas
$314K +$4.38K +30 +1%
PD
2997
Planning Directions
Pennsylvania
$314K +$584 +4 +0.2%
BWM
2998
BCGM Wealth Management
Indiana
$313K -$13.9K -95 -4%
FBT
2999
First Bank & Trust
South Dakota
$312K
OPOWM
3000
One Plus One Wealth Management
Florida
$312K