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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 %
LMIM
501
Lockheed Martin Investment Management
Maryland
$19.7M +$10.5M +69,390 +114%
AA
502
ALPS Advisors
Colorado
$19.7M -$510K -3,363 -3%
DDC
503
DF Dent & Co
Maryland
$19.7M -$989K -6,517 -5%
CGH
504
Crossmark Global Holdings
Texas
$19.6M +$419K +2,678 +2%
Wealth Enhancement Advisory Services
505
Wealth Enhancement Advisory Services
Minnesota
$19.6M +$2.64M +17,386 +16%
GGI
506
Godsey & Gibb Inc
Virginia
$19.5M -$89.7K -591 -0.5%
FNFDCM
507
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$19.5M +$269K +1,774 +1%
MIA
508
MainStreet Investment Advisors
Illinois
$19.3M -$602K -3,965 -3%
CG
509
Carmignac Gestion
France
$19.3M +$9.17M +60,640 +91%
TCOV
510
Trust Company of Vermont
Vermont
$19.2M +$927K +6,109 +5%
O
511
Ossiam
France
$19.1M +$16.5M +108,823 +635%
KLCM
512
KG&L Capital Management
Louisiana
$18.9M -$479K -3,157 -2%
CWM
513
Congress Wealth Management
Massachusetts
$18.9M -$71.3K -470 -0.4%
PAM
514
Palisade Asset Management
Minnesota
$18.9M +$15.5K +102 +0.1%
CTI
515
Community Trust & Investment
Kentucky
$18.8M -$465K -3,062 -2%
BBA
516
BLB&B Advisors
Pennsylvania
$18.8M -$280K -1,843 -1%
NLGIA
517
Nippon Life Global Investors Americas
New York
$18.8M -$4.24M -27,940 -18%
ELC
518
Edgar Lomax Company
Virginia
$18.7M -$244K -1,611 -1%
KFS
519
Kurt F. Somerville
$18.6M -$2.34M -15,404 -11%
BSA
520
Braun Stacey Associates
New York
$18.5M -$21.8M -143,969 -54%
CAG
521
Crestwood Advisors Group
Massachusetts
$18.5M -$6.42M -42,294 -26%
CTA
522
Colonial Trust Advisors
South Carolina
$18.3M -$560K -3,689 -3%
OCG
523
Opus Capital Group
Ohio
$18.2M -$259K -1,710 -1%
NAS
524
Nicolet Advisory Services
Wisconsin
$18.1M +$692K +4,555 +4%
BCI
525
Brinker Capital Investments
Pennsylvania
$18.1M -$132K -867 -0.7%
19 20
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