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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 %
JTWM
3126
Jackson Thornton Wealth Management
Alabama
$259K +$12.4K +85 +5%
PWA
3127
Provenance Wealth Advisors
Florida
$258K +$258K +1,772 New
VF
3128
Vawter Financial
Ohio
$258K -$23.5K -161 -8%
FC
3129
Fusion Capital
South Carolina
$258K +$146 +1 +0.1%
BFP
3130
Briaud Financial Planning
Texas
$257K +$145 +1 +0.1%
GHA
3131
Granite Harbor Advisors
Texas
$256K +$3.79K +26 +2%
Legacy Financial Group (Iowa)
3132
Legacy Financial Group (Iowa)
Iowa
$256K +$256K +1,756 New
CWM
3133
Campbell Wealth Management
Virginia
$256K +$20.5K +141 +9%
GS
3134
GTS Securities
New York
$255K -$2.75M -18,832 -92%
EW
3135
Element Wealth
Mississippi
$255K +$438 +3 +0.2%
RMSCM
3136
R.M. Sincerbeaux Capital Management
New York
$253K
LWMNY
3137
Landmark Wealth Management (New York)
New York
$253K +$253K +1,736 New
AWA
3138
ARQ Wealth Advisors
Arizona
$253K +$15.5K +106 +7%
WFPG
3139
Waller Financial Planning Group
Ohio
$252K
WCA
3140
Waypoint Capital Advisors
Minnesota
$252K -$19.4K -133 -7%
BS
3141
Bessemer Securities
New York
$252K -$102K -700 -29%
CCMW
3142
Cypress Capital Management (Wyoming)
Wyoming
$252K
EWA
3143
Evolution Wealth Advisors
Florida
$252K
IRC
3144
Investors Research Corp
Georgia
$251K +$2.92K +20 +1%
SDJVC
3145
St. Denis J. Villere & Co
Louisiana
$251K
ETIA
3146
Epic Trust Investment Advisors
Washington
$251K -$28.6K -196 -10%
PWA
3147
PCG Wealth Advisors
Kansas
$250K +$2.48K +17 +1%
RA
3148
Rodgers & Associates
Pennsylvania
$250K +$146 +1 +0.1%
AWM
3149
Avaii Wealth Management
Wisconsin
$250K +$8.9K +61 +4%
SHJ
3150
Sharkey, Howes & Javer
Colorado
$249K