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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 %
RL
3451
Retireful LLC
Michigan
– – -2,029 Closed
CCA
3452
Childress Capital Advisors
Texas
– – -1,977 Closed
VAFP
3453
Vahanian & Associates Financial Planning
New York
– – -1,968 Closed
PIM
3454
Progressive Investment Management
Oregon
– – -1,802 Closed
MIA
3455
Milestone Investment Advisors
Wisconsin
– – -1,772 Closed
GC
3456
Gibson Capital
Pennsylvania
– – -1,766 Closed
LWMNY
3457
Landmark Wealth Management (New York)
New York
– – -1,736 Closed
GAA
3458
Global Assets Advisory
Florida
– – -1,698 Closed
KIM
3459
Karpus Investment Management
New York
– – -1,584 Closed
CGIM
3460
Capital Group Investment Management
Singapore
– – -1,555 Closed
KTM
3461
Keeler Thomas Management
Utah
– – -1,533 Closed
MWP
3462
Meredith Wealth Planning
Illinois
– – -1,504 Closed
Harris Associates
3463
Harris Associates
Illinois
– – -1,500 Closed
CAM
3464
Crestone Asset Management
Colorado
– – -1,491 Closed
PWM
3465
Prosperity Wealth Management
California
– – -1,451 Closed
AFG
3466
Alterity Financial Group
Maine
– – -1,435 Closed
BBL
3467
Beck Bode LLC
Massachusetts
– – -1,386 Closed
NRD
3468
Nebula Research & Development
New York
– – -1,385 Closed
FIC
3469
Family Investment Center
Missouri
– – -1,383 Closed
SEEDPG
3470
S.E.E.D. Planning Group
New York
– – -1,365 Closed
CCM
3471
Compton Capital Management
Rhode Island
– – -1,365 Closed
PCM
3472
Piedmont Capital Management
Montana
– – -1,353 Closed
AFA
3473
Arlington Financial Advisors
California
– – -1,352 Closed
CCM
3474
Carderock Capital Management
Maryland
– – -1,252 Closed
CIA
3475
Cascade Investment Advisors
Oregon
– – -1,249 Closed
137 138
139
140 141