PG icon

Procter & Gamble
PG

Overview Fund Activity

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

Top Buyers

1
Fisher Asset Management
Fisher Asset Management
Washington
+$749M
2
Wellington Management Group
Wellington Management Group
Massachusetts
+$445M
3
DZ Bank
DZ Bank
Germany
+$388M
4
JPMPWA
J.P. Morgan Private Wealth Advisors
California
+$246M
5
Two Sigma Advisers
Two Sigma Advisers
New York
+$208M

Top Sellers

1
BlackRock
BlackRock
New York
-$683M
2
State Street
State Street
Massachusetts
-$302M
3
Millennium Management
Millennium Management
New York
-$188M
4
Man Group
Man Group
United Kingdom
-$172M
5
Marshall Wace
Marshall Wace
United Kingdom
-$160M
Name Holding Trade Value Shares
Change 		Shares
Change %
Lido Advisors
501
Lido Advisors
California
$19.8M -$9.49M -65,050 -32%
FAB
502
First American Bank
Illinois
$19.6M +$61.3K +420 +0.3%
MPI
503
Mairs & Power Inc
Minnesota
$19.6M -$700K -4,799 -3%
TCOV
504
Trust Company of Vermont
Vermont
$19.6M +$1.14M +7,848 +6%
TC
505
TownSquare Capital
Utah
$19.4M -$88.5K -607 -0.5%
CGH
506
Crossmark Global Holdings
Texas
$19.4M +$1.19M +8,223 +7%
MFA
507
Mayflower Financial Advisors
Massachusetts
$19.3M -$3.61M -24,773 -16%
CA
508
Cornerstone Advisors
North Carolina
$18.9M +$7.13M +48,900 +61%
HBT
509
Hills Bank & Trust
Iowa
$18.7M -$445K -3,048 -2%
FNFDCM
510
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$18.6M -$90.6K -621 -0.5%
9WM
511
9258 Wealth Management
Ohio
$18.6M -$572K -3,920 -3%
MCM
512
Moore Capital Management
New York
$18.5M +$18.5M +127,128 New
BGIM
513
Brandywine Global Investment Management
Pennsylvania
$18.5M -$497K -3,410 -3%
CWM
514
Congress Wealth Management
Massachusetts
$18.4M +$226K +1,546 +1%
MIA
515
MainStreet Investment Advisors
Illinois
$18.2M -$411K -2,818 -2%
TRCT
516
Tower Research Capital (TRC)
New York
$18.2M +$1.55M +10,651 +9%
BCI
517
Brinker Capital Investments
Pennsylvania
$18.1M +$646K +4,430 +4%
OPS
518
Orion Portfolio Solutions
Nebraska
$18.1M +$646K +4,430 +4%
PAM
519
Palisade Asset Management
Minnesota
$18M -$89.1K -611 -0.5%
CTI
520
Community Trust & Investment
Kentucky
$18M -$70.9K -486 -0.4%
BBA
521
BLB&B Advisors
Pennsylvania
$18M -$87.8K -602 -0.5%
NAS
522
Nicolet Advisory Services
Wisconsin
$17.9M +$513K +3,513 +3%
KFS
523
Kurt F. Somerville
$17.9M +$48.3K +331 +0.3%
NMERB
524
New Mexico Educational Retirement Board
New Mexico
$17.9M +$1.18M +8,100 +7%
API
525
Advisor Partners II
California
$17.8M +$968K +6,634 +6%
19 20
21
22 23