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Procter & Gamble
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Overview Fund Activity

3,391 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, 1,438 reducing their positions, and 95 closing their positions.

Holders
3,391
Holders Change
+34
Holders Change %
+1.01%
% of All Funds
53.49%
Holding in Top 10
267
Holding in Top 10 Change
-15
Holding in Top 10 Change %
-5.32%
% of All Funds
4.21%
New
154
Increased
1,402
Reduced
1,438
Closed
95
Calls
$2.53B
Puts
$1.43B
Net Calls
+$1.11B
Net Calls Change
+$255M

Top Buyers

1
Fisher Asset Management
1
Fisher Asset Management
Washington
$738M
2
Barclays
2
Barclays
United Kingdom
$961M
3
Fundsmith LLP
3
Fundsmith LLP
United Kingdom
$736M
4
DZ Bank
4
DZ Bank
Germany
$1.05B
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$1.64B

Top Sellers

1
OIAM
1
OFI Invest Asset Management
France
$40.2M
2
Bank of America
2
Bank of America
North Carolina
$4.79B
3
BlackRock
3
BlackRock
New York
$24B
4
Deutsche Bank
4
Deutsche Bank
Germany
$1.09B
5
JPMPWA
5
J.P. Morgan Private Wealth Advisors
California
$0
Name Market Value Shares Shares
Change 		Shares
Change %
HHGA
3426
Halbert Hargrove Global Advisors
California
– – -5,096 Closed
HFRG
3427
Houlihan Financial Resource Group
Virginia
– – -5,011 Closed
AAMC
3428
Asset Allocation & Management Company
Illinois
– – -4,861 Closed
BFA
3429
Brendel Financial Advisors
New Hampshire
– – -4,859 Closed
JWWM
3430
Johnson & White Wealth Management
Pennsylvania
– – -4,687 Closed
XT
3431
XTX Topco
Cayman Islands
– – -4,537 Closed
RWA
3432
Rainsberger Wealth Advisors
Colorado
– – -4,482 Closed
FA
3433
Fermata Advisors
California
– – -4,111 Closed
LCWP
3434
Legacy Capital Wealth Partners
Arkansas
– – -3,822 Closed
BCM
3435
Basso Capital Management
Connecticut
– – -3,200 Closed
MC
3436
Machina Capital
France
– – -3,100 Closed
CAGAS
3437
Capital Advisory Group Advisory Services
Minnesota
– – -3,035 Closed
DTL
3438
Dynamic Technology Lab
Singapore
– – -3,022 Closed
SPP
3439
Single Point Partners
Massachusetts
– – -2,974 Closed
DPI
3440
Diversified Portfolios Inc
Michigan
– – -2,946 Closed
CFA
3441
Compass Financial Advisors
Indiana
– – -2,849 Closed
I
3442
InceptionR
California
– – -2,821 Closed
GFP
3443
Guardian Financial Partners
California
– – -2,819 Closed
CSS
3444
Cubist Systematic Strategies
Connecticut
– – -2,754 Closed
SCM
3445
Sitrin Capital Management
California
– – -2,690 Closed
NFP
3446
NorthLanding Financial Partners
New York
– – -2,648 Closed
OWM
3447
OneAscent Wealth Management
Alabama
– – -2,483 Closed
EGM
3448
Engineers Gate Manager
New York
– – -2,277 Closed
GBWM
3449
Granite Bay Wealth Management
New Hampshire
– – -2,265 Closed
GAM
3450
Grandview Asset Management
Pennsylvania
– – -2,157 Closed
136 137
138
139 140