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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 %
CMA
3276
Cedar Mountain Advisors
Oregon
$169K
AWM
3277
Ameliora Wealth Management
Switzerland
$169K +$58.1K +398 +52%
SC
3278
Sawyer & Company
Massachusetts
$165K
DFA
3279
DHJJ Financial Advisors
Illinois
$165K +$165K +1,129 New
HB
3280
Horizon Bancorp
Indiana
$160K +$76.9K +528 +93%
JEST
3281
JTC Employer Solutions Trustee
Jersey
$156K
CA
3282
Centerpoint Advisors
Massachusetts
$156K +$21.9K +150 +16%
FWA
3283
FSC Wealth Advisors
New York
$155K +$155K +1,061 New
PP
3284
PrairieView Partners
Minnesota
$152K -$36K -248 -19%
IHWM
3285
Iron Horse Wealth Management
Iowa
$151K +$6.71K +46 +5%
WCMN
3286
Westchester Capital Management (Nebraska)
Nebraska
$150K -$36.5K -250 -20%
PP
3287
PFS Partners
New Jersey
$143K +$438 +3 +0.3%
EARNEST Partners
3288
EARNEST Partners
Georgia
$143K
ICM
3289
Intrepid Capital Management
Florida
$136K -$583 -4 -0.4%
LFA
3290
LGT Financial Advisors
Texas
$135K +$135K +923 New
DWMG
3291
DB Wealth Management Group
California
$131K
CWA
3292
Core Wealth Advisors
Florida
$130K
FSWA
3293
Financial Synergies Wealth Advisors
Texas
$127K +$25.7K +176 +25%
DF
3294
Dunhill Financial
United Kingdom
$126K -$30.6K -211 -19%
FPF
3295
First Pacific Financial
Washington
$124K -$66.1K -453 -35%
CCMI
3296
Creative Capital Management Investments
California
$124K +$7.29K +50 +6%
NOI
3297
Newton One Investments
Delaware
$122K +$875 +6 +0.7%
RA
3298
Rise Advisors
New York
$121K -$3.06K -21 -2%
EG
3299
Ellerson Group
Maryland
$120K +$120K +823 New
ACM
3300
Antonetti Capital Management
Florida
$120K -$17.5K -120 -13%