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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 %
CAM
3176
Concorde Asset Management
Michigan
$236K -$19K -130 -7%
OWM
3177
OneAscent Wealth Management
Alabama
$236K +$236K +1,615 New
TCMP
3178
Thrive Capital Management (Pennsylvania)
Pennsylvania
$236K -$20.1K -138 -8%
CMI
3179
Clare Market Investments
Texas
$235K -$13.6K -93 -5%
PHAM
3180
Palisades Hudson Asset Management
Florida
$234K
VBWMG
3181
Von Berge Wealth Management Group
California
$234K +$292 +2 +0.1%
LIA
3182
LBMC Investment Advisors
Tennessee
$234K +$7.71K +53 +3%
HWP
3183
Hibernia Wealth Partners
Louisiana
$233K +$233K +1,600 New
SCP
3184
Shorepoint Capital Partners
Massachusetts
$233K -$3.65K -25 -2%
CG
3185
Cutler Group
California
$233K -$184K -1,262 -44%
SFG
3186
Steward Financial Group
Texas
$233K +$3.2K +22 +1%
MWM
3187
Mascoma Wealth Management
New Hampshire
$233K +$4.38K +30 +2%
RSS
3188
Rosenblum Silverman Sutton
California
$233K
NRD
3189
Nebula Research & Development
New York
$232K +$232K +1,592 New
ARG
3190
Advisory Resource Group
Oklahoma
$231K -$49.4K -339 -18%
AW
3191
Alaethes Wealth
Nevada
$231K -$9.04K -62 -4%
SG
3192
Somerset Group
Minnesota
$230K
BWM
3193
BlackDiamond Wealth Management
New York
$230K +$4.33K +29 +2%
MAM
3194
MWA Asset Management
Massachusetts
$229K +$229K +1,569 New
TB
3195
Treynor Bancshares
Iowa
$228K +$584 +4 +0.3%
GPA
3196
Guerra Pan Advisors
New Jersey
$227K +$4.23K +29 +2%
TNAM
3197
Terra Nova Asset Management
New York
$226K
CC
3198
Commons Capital
Massachusetts
$226K +$1.31K +9 +0.6%
RB
3199
Richmond Brothers
Michigan
$226K -$7.73K -53 -3%
APS
3200
American Planning Services
Florida
$225K -$146K -1,000 -39%