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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 %
CP
3276
Castleview Partners
Texas
$188K -$78.3K -516 -29%
CIR
3277
Clear Investment Research
Georgia
$184K +$4.25K +28 +2%
CMA
3278
Cedar Mountain Advisors
Oregon
$176K
SC
3279
Sawyer & Company
Massachusetts
$171K
TCM
3280
TD Capital Management
Tennessee
$165K
BBPWM
3281
Blue Bell Private Wealth Management
Pennsylvania
$165K +$51.1K +337 +45%
DF
3282
Dunhill Financial
United Kingdom
$164K +$164K +1,083 New
JEST
3283
JTC Employer Solutions Trustee
Jersey
$161K
IHWM
3284
Iron Horse Wealth Management
Iowa
$150K -$14.9K -98 -9%
PP
3285
PFS Partners
New Jersey
$149K +$21.6K +142 +17%
EARNEST Partners
3286
EARNEST Partners
Georgia
$149K
GKIM
3287
GW&K Investment Management
Massachusetts
$147K +$118K +782 +412%
2L
3288
25 LLC
Missouri
$144K +$1.19K +8 +0.8%
ACM
3289
Antonetti Capital Management
Florida
$143K
ICM
3290
Intrepid Capital Management
Florida
$142K +$142K +938 New
CA
3291
Centerpoint Advisors
Massachusetts
$139K -$66.8K -441 -32%
C
3292
Covestor
United Kingdom
$136K -$1.98K -13 -1%
DWMG
3293
DB Wealth Management Group
California
$136K -$4.25K -28 -3%
CH
3294
Canton Hathaway
Rhode Island
$135K
CWA
3295
Core Wealth Advisors
Florida
$135K +$7.44K +49 +6%
DI
3296
Disciplined Investments
Oklahoma
$134K -$6.07K -40 -4%
RA
3297
Rise Advisors
New York
$129K -$41.1K -271 -24%
TWD
3298
True Wealth Design
Ohio
$128K
PPWM
3299
PFG Private Wealth Management
Florida
$127K -$15.9K -105 -11%
NOI
3300
Newton One Investments
Delaware
$127K +$759 +5 +0.6%