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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
Fisher Asset Management
Washington
$738M
2
Barclays
Barclays
United Kingdom
$961M
3
Fundsmith LLP
Fundsmith LLP
United Kingdom
$736M
4
DZ Bank
DZ Bank
Germany
$1.05B
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$1.64B

Top Sellers

1
OIAM
OFI Invest Asset Management
France
$40.2M
2
Bank of America
Bank of America
North Carolina
$4.79B
3
BlackRock
BlackRock
New York
$24B
4
Deutsche Bank
Deutsche Bank
Germany
$1.09B
5
JPMPWA
J.P. Morgan Private Wealth Advisors
California
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
WIC
576
Willis Investment Counsel
Georgia
$15.4M -$23.5K -155 -0.2%
LDB
577
Lee, Danner & Bass
Tennessee
$15.4M -$291K -1,921 -2%
ACA
578
Aptus Capital Advisors
Alabama
$15.3M -$22.6K -149 -0.1%
CWM
579
Cornerstone Wealth Management
Missouri
$15.3M +$75.4K +497 +0.5%
VIA
580
Vident Investment Advisory
Georgia
$15.3M -$1.94M -12,786 -11%
GF
581
Gabelli Funds
New York
$15.2M – – –
NEI
582
Northwest & Ethical Investments
Ontario, Canada
$15.1M -$1.28M -8,426 -8%
CIA
583
Choate Investment Advisors
Massachusetts
$15.1M +$1.12M +7,385 +8%
VVP
584
Venture Visionary Partners
Ohio
$15M -$1.6M -10,556 -10%
TCM
585
Telos Capital Management
California
$15M +$3.35M +22,108 +29%
LBC
586
Lowe Brockenbrough & Co
Virginia
$15M +$96.1K +633 +0.6%
GI
587
Gradient Investments
Minnesota
$14.9M +$78K +514 +0.5%
SFM
588
Stack Financial Management
Montana
$14.9M +$135K +890 +0.9%
Dodge & Cox
589
Dodge & Cox
California
$14.9M -$75.9K -500 -0.5%
WIC
590
Wilkins Investment Counsel
Massachusetts
$14.9M -$22.8K -150 -0.2%
CA
591
Callahan Advisors
Texas
$14.8M +$19K +125 +0.1%
AF
592
Allworth Financial
California
$14.8M +$1.52M +10,034 +12%
PCM
593
Parsons Capital Management
Rhode Island
$14.7M -$21.7K -143 -0.1%
AT
594
Arvest Trust
Oklahoma
$14.7M -$389K -2,490 -3%
SI
595
Stephens Inc
Arkansas
$14.7M -$326K -2,146 -2%
EWM
596
Evercore Wealth Management
New York
$14.7M +$58K +382 +0.4%
OAM
597
Oppenheimer Asset Management
New York
$14.6M -$412K -2,714 -3%
APF
598
Alaska Permanent Fund
Alaska
$14.5M +$14.5M +95,250 New
RWP
599
RWA Wealth Partners
Massachusetts
$14.4M +$3.67M +24,212 +34%
LA
600
Lynch & Associates
Indiana
$14.4M +$77.1K +508 +0.5%
22 23
24
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