PG icon

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 %
MWM
3126
MY Wealth Management
Maryland
$255K +$255K +1,678 New
JAFL
3127
Jay A. Fishman Ltd
Michigan
$254K -$19.1K -126 -7%
NEPPG
3128
New England Professional Planning Group
Rhode Island
$254K
MC
3129
Miramar Capital
Illinois
$253K -$5.92K -39 -2%
ACM
3130
Aljian Capital Management
Nevada
$252K
UFA
3131
US Financial Advisors
Massachusetts
$252K +$455 +3 +0.2%
AIA
3132
Arbor Investment Advisors
North Carolina
$252K +$911 +6 +0.4%
MCA
3133
Magnolia Capital Advisors
Mississippi
$252K -$12K -79 -5%
AWM
3134
Avaii Wealth Management
Wisconsin
$251K -$2.28K -15 -0.9%
DIP
3135
Davis Investment Partners
North Carolina
$250K +$9.94K +66 +4%
HF
3136
Halpern Financial
Virginia
$249K -$19.7K -130 -7%
BIMC
3137
Benson Investment Management Company
Virginia
$249K
AW
3138
Alaethes Wealth
Nevada
$249K
WCM
3139
Wealthcare Capital Management
Virginia
$249K +$1.67K +11 +0.7%
B
3140
Bensler
Washington
$249K +$759 +5 +0.3%
RBC
3141
Roble Belko & Company
Pennsylvania
$249K
MC
3142
Matisse Capital
Oregon
$248K
AWM
3143
Affinity Wealth Management
Delaware
$247K +$17.9K +118 +8%
MWA
3144
Martel Wealth Advisors
Washington
$247K
MVA
3145
Mount Vernon Associates
Maryland
$247K
SMG
3146
Smart Money Group
Texas
$247K +$247K +1,627 New
AWA
3147
ARQ Wealth Advisors
Arizona
$247K -$7.44K -49 -3%
CSIA
3148
Charles Schwab Investment Advisory
California
$247K -$17K -112 -6%
SCP
3149
Shorepoint Capital Partners
Massachusetts
$246K -$15.2K -100 -6%
MWM
3150
Mascoma Wealth Management
New Hampshire
$246K -$260K -1,652 -51%