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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 %
ITB
3251
Idaho Trust Bank
Idaho
$207K +$207K +1,418 New
RFN
3252
Redwood Financial Network
Ohio
$207K -$10.4K -71 -5%
PFA
3253
Petra Financial Advisors
Colorado
$207K +$207K +1,416 New
CCM
3254
Colorado Capital Management
Colorado
$206K +$146 +1 +0.1%
MFA
3255
Millington Financial Advisors
Illinois
$205K -$4.38K -30 -2%
TCM
3256
Tradewinds Capital Management
Washington
$205K +$292 +2 +0.1%
B
3257
Bensler
Washington
$205K -$34.7K -238 -15%
HWM
3258
Howard Wealth Management
Connecticut
$204K -$2.04K -14 -1%
CC
3259
Copperleaf Capital
North Carolina
$204K +$204K +1,398 New
MWM
3260
Maltin Wealth Management
New Jersey
$204K +$146 +1 +0.1%
BWM
3261
BigSur Wealth Management
Florida
$204K -$7.73K -53 -4%
RLWM
3262
RF&L Wealth Management
Massachusetts
$202K
DWA
3263
Delap Wealth Advisory
Oregon
$202K -$146 -1 -0.1%
Fiera Capital (Canada)
3264
Fiera Capital (Canada)
Quebec, Canada
$202K -$67.1K -460 -25%
AWA
3265
Alaska Wealth Advisors
Alaska
$200K +$200K +1,373 New
FWM
3266
FMB Wealth Management
California
$200K +$2.92K +20 +1%
POIA
3267
Pin Oak Investment Advisors
Texas
$199K +$14.6K +100 +8%
LFGO
3268
Legacy Financial Group (Oklahoma)
Oklahoma
$196K +$196K +1,346 New
TCM
3269
TD Capital Management
Tennessee
$190K +$30.8K +211 +19%
JSAM
3270
J. Safra Asset Management
New York
$185K
MG
3271
MilWealth Group
Wisconsin
$184K
CH
3272
Canton Hathaway
Rhode Island
$178K +$48.3K +331 +37%
CIR
3273
Clear Investment Research
Georgia
$176K -$584 -4 -0.3%
CJL
3274
Cyrus J. Lawrence
New York
$172K -$4.37K -30 -2%
BBPWM
3275
Blue Bell Private Wealth Management
Pennsylvania
$169K +$10.8K +74 +7%