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Procter & Gamble
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Overview Fund Activity

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

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 %
PI
426
PGGM Investments
Netherlands
$26.7M +$6.71M +44,248 +34%
KWILP
427
Kiwi Wealth Investments Limited Partnership
New Zealand
$26.6M +$393K +2,587 +2%
AAM
428
Advisors Asset Management
Colorado
$26.5M -$386K -2,541 -1%
SSWM
429
Smith Salley Wealth Management
North Carolina
$26.3M +$176K +1,162 +0.7%
QCG
430
Quadrant Capital Group
Ohio
$26.3M +$13.7M +90,393 +109%
PWAG
431
Polaris Wealth Advisory Group
California
$26.3M -$1.12M -7,395 -4%
SC
432
Saturna Capital
Washington
$26.2M +$1.4M +9,215 +6%
MHIC
433
Marble Harbor Investment Counsel
Massachusetts
$26M -$71.3K -470 -0.3%
HI
434
Harbour Investments
Wisconsin
$25.8M +$927K +6,112 +4%
CSIC
435
Clifford Swan Investment Counsel
California
$25.8M -$78.5K -517 -0.3%
Simplex Trading
436
Simplex Trading
Illinois
$25.7M +$25.7M +169,060 New
LOIM
437
Liberty One Investment Management
Illinois
$25.5M +$607K +3,999 +2%
TAM
438
Trillium Asset Management
Massachusetts
$25.4M -$5.49M -36,213 -18%
HIMCH
439
Hartford Investment Management Co (HIMCO)
Connecticut
$25.3M -$5.05M -33,292 -17%
RAM
440
RWC Asset Management
United Kingdom
$25M +$3.04M +20,029 +14%
CCM
441
Chilton Capital Management
Texas
$24.9M +$198K +1,304 +0.8%
BRWA
442
B. Riley Wealth Advisors
Florida
$24.8M -$2.46M -16,196 -9%
AI
443
Atria Investments
North Carolina
$24.7M -$698K -4,601 -3%
QP
444
Quilter Plc
United Kingdom
$24.7M +$12.9K +13 +0.1%
HFS
445
Hantz Financial Services
Michigan
$24.6M -$11.2K -74 -0%
SPC
446
Stewart & Patten Company
California
$24.6M -$214K -1,409 -0.9%
SFG
447
Sather Financial Group
Texas
$24.5M – – –
VPIM
448
Vanguard Personalized Indexing Management
California
$24.1M +$2.59M +17,042 +12%
PFS
449
Prospera Financial Services
Texas
$24.1M +$868K +5,719 +4%
OC
450
Oppenheimer & Co
New York
$24M +$537K +3,536 +2%
16 17
18
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