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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 %
BCM
3226
BluePath Capital Management
Georgia
$216K +$216K +1,478 New
LAM
3227
Lifestyle Asset Management
Texas
$215K
CWA
3228
Capital Wealth Alliance
Arizona
$214K +$2.77K +19 +1%
WA
3229
Waterford Advisors
New York
$214K +$214K +1,468 New
MWA
3230
Miller Wealth Advisors
Colorado
$214K
VRM
3231
Vectors Research Management
New York
$214K -$40.9K -300 -16%
KFS
3232
Kelly Financial Services
Massachusetts
$214K +$7.15K +49 +3%
AWM
3233
AllSquare Wealth Management
New York
$214K -$292 -2 -0.1%
IAP
3234
Indie Asset Partners
Indiana
$213K +$3.94K +27 +2%
HVP
3235
Hudson Value Partners
Florida
$212K -$4.23K -29 -2%
PCMF
3236
Private Capital Management (Florida)
Florida
$212K
HFW
3237
Horizon Family Wealth
Illinois
$212K +$1.31K +9 +0.6%
SSC
3238
Syverson Strege & Co
Iowa
$212K -$3.21K -22 -1%
IFPG
3239
Intrepid Financial Planning Group
Indiana
$211K
PGF
3240
Plan Group Financial
Oklahoma
$210K -$87.2K -598 -29%
ODIJL
3241
One Day In July LLC
Vermont
$210K -$23.5K -161 -10%
PDM
3242
Penn Davis McFarland
Texas
$209K
AFA
3243
Alpha Financial Advisors
North Carolina
$209K +$11.7K +80 +6%
DFG
3244
Demars Financial Group
Washington
$209K -$3.79K -26 -2%
KW
3245
KWB Wealth
California
$209K
RAM
3246
Riggs Asset Management
Pennsylvania
$209K -$17.5K -120 -8%
OCM
3247
Orion Capital Management
California
$208K
AC
3248
AIFG Consultants
New York
$208K +$9.34K +64 +5%
SW
3249
Solidarity Wealth
Utah
$207K -$9.92K -68 -5%
LIA
3250
LifePlan Investment Advisors
North Carolina
$207K +$207K +1,419 New