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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 %
FAM
3051
Fenimore Asset Management
New York
$290K -$175K -1,200 -38%
RFN
3052
RDA Financial Network
Iowa
$290K -$12.8K -88 -4%
RCG
3053
Rock Creek Group
District of Columbia
$289K -$127K -872 -31%
DSA
3054
Droms Strauss Advisors
Missouri
$289K
PP
3055
Paloma Partners
Connecticut
$289K +$289K +1,978 New
CCB
3056
Cutter & Co Brokerage
Missouri
$288K -$6.27K -43 -2%
ECA
3057
Elevated Capital Advisors
Utah
$288K -$1.24M -8,535 -81%
CWM
3058
Collaborative Wealth Management
Florida
$287K +$36.5K +250 +15%
JCM
3059
J2 Capital Management
Michigan
$287K -$9.48K -65 -3%
DWP
3060
Destiny Wealth Partners
Florida
$287K -$64.3K -441 -18%
FA
3061
Fiducient Advisors
Illinois
$286K +$286K +1,963 New
CFP
3062
Cypress Financial Planning
New Jersey
$286K
KHC
3063
Koesten Hirschmann & Crabtree
Kansas
$284K +$2.19K +15 +0.8%
HP
3064
HT Partners
Connecticut
$284K
IA
3065
IAM Advisory
Pennsylvania
$284K +$25.2K +173 +10%
ZIG
3066
Zuckerman Investment Group
Illinois
$284K -$37.9K -260 -12%
RDIA
3067
RE Dickinson Investment Advisors
Iowa
$283K -$2.19K -15 -0.8%
EC
3068
EdgeRock Capital
Colorado
$283K +$66.8K +458 +31%
CAM
3069
Claret Asset Management
Quebec, Canada
$282K +$19K +130 +7%
TCM
3070
Tandem Capital Management
New Jersey
$282K
WAOI
3071
Wealth Advisors of Iowa
Iowa
$282K -$2.48K -17 -0.9%
CFA
3072
Cahill Financial Advisors
Minnesota
$282K -$11.2K -77 -4%
AFA
3073
American Financial Advisors
Georgia
$282K +$13.1K +90 +5%
SIM
3074
Sterling Investment Management
Arizona
$281K
GKIM
3075
GW&K Investment Management
Massachusetts
$281K +$139K +957 +98%