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Procter & Gamble
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Overview Fund Activity

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

Top Buyers

1
Fisher Asset Management
Fisher Asset Management
Washington
+$651M
2
Barclays
Barclays
United Kingdom
+$524M
3
Fundsmith LLP
Fundsmith LLP
United Kingdom
+$475M
4
DZ Bank
DZ Bank
Germany
+$459M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$354M

Top Sellers

1
OIAM
OFI Invest Asset Management
France
-$6.08B
2
Bank of America
Bank of America
North Carolina
-$880M
3
BlackRock
BlackRock
New York
-$532M
4
Deutsche Bank
Deutsche Bank
Germany
-$450M
5
JPMPWA
J.P. Morgan Private Wealth Advisors
California
-$347M
Name Holding Trade Value Shares
Change 		Shares
Change %
SWMG
3026
Signature Wealth Management Group
Georgia
$297K +$20K +132 +7%
RDIA
3027
RE Dickinson Investment Advisors
Iowa
$296K +$2.27K +15 +0.8%
MSE
3028
MUFG Securities EMEA
United Kingdom
$296K -$309K -2,034 -51%
HP
3029
HT Partners
Connecticut
$296K – – –
WAOI
3030
Wealth Advisors of Iowa
Iowa
$296K +$152 +1 +0.1%
AWS
3031
AJ Wealth Strategies
New York
$294K +$37.5K +247 +15%
KHC
3032
Koesten Hirschmann & Crabtree
Kansas
$293K – – –
TCM
3033
Tandem Capital Management
New Jersey
$293K – – –
VF
3034
Vawter Financial
Ohio
$293K – – –
IDA
3035
Intelligence Driven Advisers
California
$293K +$293K +1,927 New
NWM
3036
Northwest Wealth Management
Iowa
$292K +$303 +2 +0.1%
SIM
3037
Sterling Investment Management
Arizona
$292K +$303 +2 +0.1%
ARG
3038
Advisory Resource Group
Oklahoma
$292K +$152 +1 +0.1%
GCM
3039
Goldstream Capital Management
Hong Kong
$292K +$86.2K +568 +42%
ETIA
3040
Epic Trust Investment Advisors
Washington
$291K -$2.43K -16 -0.8%
WAG
3041
Wallace Advisory Group
California
$291K – – –
RWMH
3042
Riverpoint Wealth Management Holdings
Illinois
$290K +$1.67K +11 +0.6%
WAOTB
3043
Wealth Advisors of Tampa Bay
Florida
$290K – – –
TSWM
3044
Tyler-Stone Wealth Management
Ohio
$290K +$290K +1,914 New
LAM
3045
LifePro Asset Management
California
$290K +$290K +1,911 New
IWP
3046
Innova Wealth Partners
Pennsylvania
$290K +$25.8K +170 +10%
MS
3047
Maven Securities
Jersey
$290K +$290K +1,909 New
BAM
3048
Blueshift Asset Management
New Jersey
$289K -$570K -3,754 -66%
KBG
3049
Kahn Brothers Group
New York
$289K – – –
BLAM
3050
Bourne Lent Asset Management
New York
$287K -$243K -1,600 -46%
120 121
122
123 124