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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 %
TAM
476
Trillium Asset Management
Massachusetts
$21.6M -$2.76M -18,908 -11%
FNT
477
First National Trust
Pennsylvania
$21.6M +$226K +1,550 +1%
PL
478
Parthenon LLC
Kentucky
$21.6M -$43.3K -297 -0.2%
Citadel Advisors
479
Citadel Advisors
Florida
$21.6M +$15.6M +107,153 +263%
FMII
480
Farmers & Merchants Investments Inc
Nebraska
$21.5M -$602K -4,125 -3%
NEI
481
Northwest & Ethical Investments
Ontario, Canada
$21.5M +$6.97M +47,776 +48%
GBWM
482
Granite Bay Wealth Management
New Hampshire
$21.4M +$21.4M +140,226 New
LSERS
483
Louisiana State Employees Retirement System
Louisiana
$21.3M +$43.8K +300 +0.2%
DC
484
Davenport & Co
Virginia
$21.3M +$12.1K +83 +0.1%
CIM
485
Confluence Investment Management
Missouri
$21.1M -$45.9K -315 -0.2%
WCM
486
Windward Capital Management
California
$21.1M -$204K -1,396 -1%
KC
487
Knuff & Co
California
$21.1M -$226K -1,546 -1%
CB
488
Cadence Bank
Mississippi
$21M -$187K -1,281 -0.9%
MC
489
Moors & Cabot
Massachusetts
$20.7M -$44.9K -308 -0.2%
ZIC
490
ZWJ Investment Counsel
Georgia
$20.7M -$672K -4,609 -3%
IAA
491
Independent Advisor Alliance
North Carolina
$20.6M -$1.25M -8,551 -6%
PCIA
492
Prime Capital Investment Advisors
Kansas
$20.5M +$556K +3,813 +3%
KPWS
493
Kestra Private Wealth Services
Texas
$20.5M +$1.32M +9,030 +7%
ATC
494
Argent Trust Co
Tennessee
$20.4M -$210K -1,437 -1%
SBH
495
Segall Bryant & Hamill
Illinois
$20.2M -$341K -2,340 -2%
ACA
496
Anchor Capital Advisors
Massachusetts
$20.2M -$830K -5,693 -4%
SCA
497
Stonebridge Capital Advisors
Minnesota
$20.1M +$241K +1,652 +1%
PWAG
498
Polaris Wealth Advisory Group
California
$20M -$5.19M -35,610 -21%
MJRIC
499
Mogy Joel R Investment Counsel
California
$19.9M -$203K -1,395 -1%
VWA
500
Visionary Wealth Advisors
Illinois
$19.9M +$16.6K +114 +0.1%