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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 %
MWP
3026
Madison Wealth Partners
Wisconsin
$300K +$3.65K +25 +1%
TWA
3027
Trellis Wealth Advisors
California
$299K -$5.98K -41 -2%
LGWM
3028
Litman Gregory Wealth Management
California
$298K +$298K +2,046 New
RIM
3029
RW Investment Management
Idaho
$298K +$146 +1 +0%
MFS
3030
Mirabella Financial Services
United Kingdom
$298K -$2.09M -14,343 -88%
LL
3031
LWMG LLC
Minnesota
$297K -$52.5K -360 -15%
IA
3032
IFG Advisors
Missouri
$296K
OPW
3033
Oxler Private Wealth
New York
$296K -$14.5K -99 -5%
KWM
3034
Kaydan Wealth Management
Michigan
$296K
DCBT
3035
Dakota Community Bank & Trust
North Dakota
$295K -$1.75K -12 -0.6%
AWM
3036
Act Wealth Management
Texas
$295K -$28.9K -198 -9%
SCM
3037
Spreng Capital Management
Ohio
$294K +$31.4K +215 +12%
EIA
3038
Eldridge Investment Advisors
New Hampshire
$294K -$16K -110 -5%
TSWM
3039
Tyler-Stone Wealth Management
Ohio
$294K +$14.6K +100 +5%
GAM
3040
Grandview Asset Management
Pennsylvania
$294K +$294K +2,013 New
HPM
3041
Hoxton Planning & Management
West Virginia
$293K -$14.2K -97 -5%
CC
3042
Centiva Capital
New York
$293K -$7.84M -53,765 -96%
FWSM
3043
First Wilshire Securities Management
California
$292K
KBG
3044
Kahn Brothers Group
New York
$292K +$14.6K +100 +5%
HC
3045
Hourglass Capital
Texas
$292K
EFG
3046
Erickson Financial Group
Pennsylvania
$292K
RCI
3047
RS Crum Inc
California
$292K +$292K +1,999 New
SMG
3048
Smart Money Group
Texas
$292K +$54.2K +372 +23%
RFG
3049
Range Financial Group
Oregon
$291K +$26.4K +181 +10%
OBWP
3050
O'Brien Wealth Partners
Massachusetts
$291K -$146 -1 -0.1%