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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.

New
Increased
Maintained
Reduced
Closed
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 Holding Trade Value Shares
Change 		Shares
Change %
SPIA
351
Steward Partners Investment Advisory
New York
$38.5M +$1.33M +8,742 +4%
Bank Julius Baer & Co
352
Bank Julius Baer & Co
Switzerland
$38.4M -$63.9K -421 -0.2%
KIA
353
KCM Investment Advisors
California
$38M -$1.22M -8,055 -3%
BFS
354
Bradley Foster & Sargent
Connecticut
$38M -$255K -1,678 -0.7%
Wealthfront Advisers
355
Wealthfront Advisers
California
$37.8M +$4.04M +26,607 +12%
GIBU
356
Gulf International Bank (UK)
United Kingdom
$37.8M -$11M -72,678 -23%
WT
357
Whittier Trust
California
$37.6M -$612K -4,032 -2%
SYBT
358
Stock Yards Bank & Trust
Kentucky
$37.5M -$1.37M -9,011 -4%
VI
359
Vestcor Inc
New Brunswick, Canada
$37.5M -$817K -5,383 -2%
HPC
360
HM Payson & Co
Maine
$37.3M -$362K -2,385 -1%
FHA
361
First Horizon Advisors
Tennessee
$37.2M +$653K +4,301 +2%
ISL
362
Ingalls & Snyder LLC
New York
$37M -$200K -1,315 -0.5%
HTC
363
Haverford Trust Company
Pennsylvania
$36.7M +$81.8K +539 +0.2%
BTW
364
Boston Trust Walden
Massachusetts
$36.5M +$305K +2,010 +0.8%
SW
365
SVB Wealth
Massachusetts
$36.2M -$7.34M -48,366 -17%
PA
366
Pinnacle Associates
New York
$35.8M +$3.99M +26,284 +13%
SC
367
Schulhoff & Co
Ohio
$35.2M -$194K -1,279 -0.5%
UCFA
368
United Capital Financial Advisors
Texas
$34.8M -$2.4M -15,847 -6%
BS
369
Banco Santander
Spain
$34.6M +$7.31M +48,185 +27%
Public Sector Pension Investment Board (PSP Investments)
370
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$34.2M -$5.15M -33,931 -13%
QC
371
Quadrature Capital
United Kingdom
$34.1M -$131K -866 -0.4%
AIM
372
Achmea Investment Management
Netherlands
$33.8M +$6.02M +39,662 +22%
BAM
373
Berkshire Asset Management
Pennsylvania
$33.6M +$348K +2,294 +1%
BCM
374
Becker Capital Management
Oregon
$33.5M -$380K -2,504 -1%
SHIM
375
Stone House Investment Management
Pennsylvania
$33.2M -$1.3M -8,596 -4%
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