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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 %
KFS
3226
Kelly Financial Services
Massachusetts
$215K +$18.8K +124 +10%
GSIAS
3227
Garden State Investment Advisory Services
New Jersey
$215K +$215K +1,416 New
HWM
3228
Howard Wealth Management
Connecticut
$214K
NFG
3229
Northeast Financial Group
Pennsylvania
$214K +$214K +1,410 New
CCM
3230
Colorado Capital Management
Colorado
$214K -$15.3K -101 -7%
WA
3231
WP Advisors
California
$213K +$1.37K +9 +0.6%
TCM
3232
Tradewinds Capital Management
Washington
$213K +$304 +2 +0.1%
AWMG
3233
Alliance Wealth Management Group
New Jersey
$213K +$6.37K +42 +3%
MWM
3234
Maltin Wealth Management
New Jersey
$212K +$303 +2 +0.1%
RLWM
3235
RF&L Wealth Management
Massachusetts
$210K
DWA
3236
Delap Wealth Advisory
Oregon
$210K +$152 +1 +0.1%
EP
3237
Essential Planning
New Hampshire
$210K +$210K +1,385 New
AWM
3238
AllSquare Wealth Management
New York
$210K
KW
3239
KWB Wealth
California
$209K +$152 +1 +0.1%
LIM
3240
Lathrop Investment Management
Arkansas
$208K -$8.81K -58 -4%
EGWAG
3241
Elwood & Goetz Wealth Advisory Group
Georgia
$208K +$208K +1,370 New
SWA
3242
ShankerValleau Wealth Advisors
Illinois
$208K
FA
3243
Fiduciary Alliance
South Carolina
$207K +$207K +1,364 New
T
3244
TCWP
Ohio
$207K -$266K -1,754 -56%
JF
3245
Jump Financial
Illinois
$207K +$207K +1,363 New
AC
3246
AIFG Consultants
New York
$206K
LAM
3247
Lakewood Asset Management
Illinois
$206K +$455 +3 +0.2%
AWP
3248
Ascent Wealth Partners
New York
$206K +$206K +1,356 New
AFA
3249
Alpha Financial Advisors
North Carolina
$206K
MWM
3250
MinichMacGregor Wealth Management
New York
$205K -$49.2K -324 -19%