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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 %
RIM
3001
RW Investment Management
Idaho
$310K +$152 +1 +0%
JSA
3002
Jacobson & Schmitt Advisors
Wisconsin
$309K -$28.5K -188 -8%
JCM
3003
J2 Capital Management
Michigan
$309K -$38.5K -254 -11%
DCBT
3004
Dakota Community Bank & Trust
North Dakota
$309K -$6.98K -46 -2%
TFP
3005
Tilia Fiduciary Partners
North Carolina
$308K +$152 +1 +0%
IA
3006
IFG Advisors
Missouri
$308K +$7.74K +51 +3%
MWP
3007
Madison Wealth Partners
Wisconsin
$308K -$11.4K -75 -4%
KWM
3008
Kaydan Wealth Management
Michigan
$307K
CCB
3009
Cutter & Co Brokerage
Missouri
$306K -$6.83K -45 -2%
FIBT
3010
First International Bank & Trust
North Dakota
$306K
LFA
3011
Landmark Financial Advisors
Kentucky
$305K +$9.41K +62 +3%
CFA
3012
Cahill Financial Advisors
Minnesota
$305K +$6.22K +41 +2%
CWM
3013
Core Wealth Management
Florida
$305K
PA
3014
Planning Alternatives
Michigan
$304K
HC
3015
Hourglass Capital
Texas
$303K
EFG
3016
Erickson Financial Group
Pennsylvania
$303K
OBWP
3017
O'Brien Wealth Partners
Massachusetts
$303K +$455 +3 +0.2%
FWSM
3018
First Wilshire Securities Management
California
$303K
UAML
3019
US Asset Management LLC
Pennsylvania
$303K
DSA
3020
Droms Strauss Advisors
Missouri
$301K
SNBOSCI
3021
Security National Bank of Sioux City Iowa
Iowa
$301K +$301K +1,982 New
CWG
3022
Crown Wealth Group
North Carolina
$300K +$14.1K +93 +5%
CFP
3023
Cypress Financial Planning
New Jersey
$299K
GA
3024
Greytown Advisors
Florida
$298K -$303K -1,996 -50%
AAM
3025
Austin Asset Management
Texas
$298K -$4.1K -27 -1%