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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 %
RC
3151
RBO & Co
California
$248K
SAM
3152
Shikiar Asset Management
New York
$247K
DIA
3153
Davidson Investment Advisors
Montana
$245K +$245K +1,680 New
MWM
3154
MY Wealth Management
Maryland
$245K
SNBOSCI
3155
Security National Bank of Sioux City Iowa
Iowa
$245K -$44.5K -305 -15%
NEPPG
3156
New England Professional Planning Group
Rhode Island
$244K
STB
3157
S&T Bank
Pennsylvania
$244K +$29.2K +200 +14%
MC
3158
Matisse Capital
Oregon
$244K +$5.69K +39 +2%
AIA
3159
Arbor Investment Advisors
North Carolina
$243K +$875 +6 +0.4%
UFA
3160
US Financial Advisors
Massachusetts
$243K +$292 +2 +0.1%
HCM
3161
Hilton Capital Management
New York
$242K -$8.46K -58 -3%
NCM
3162
Noesis Capital Mangement
Florida
$241K +$23.3K +160 +11%
AFP
3163
Alpha Financial Partners
Kentucky
$241K -$102K -699 -30%
RBC
3164
Roble Belko & Company
Pennsylvania
$240K
HF
3165
Halpern Financial
Virginia
$240K
BIMC
3166
Benson Investment Management Company
Virginia
$240K
SFC
3167
SYM Financial Corp
Indiana
$239K +$239K +1,638 New
DIP
3168
Davis Investment Partners
North Carolina
$239K
SPA
3169
Sentinel Pension Advisors
Massachusetts
$239K +$16.8K +115 +8%
AWM
3170
Affinity Wealth Management
Delaware
$238K
MWA
3171
Martel Wealth Advisors
Washington
$238K
MVA
3172
Mount Vernon Associates
Maryland
$237K
VAM
3173
Verity Asset Management
North Carolina
$237K +$1.75K +12 +0.7%
HFS
3174
Howard Financial Services
Texas
$236K +$4.23K +29 +2%
CC
3175
Capital Counsel
New York
$236K -$30.2K -207 -11%