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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 %
LF
601
Longbow Finance
Switzerland
$14.4M +$6.92M +45,604 +93%
BFA
602
Bragg Financial Advisors
North Carolina
$14.4M +$173K +1,141 +1%
FCBT
603
First Citizens Bank & Trust
North Carolina
$14.3M +$2.29M +15,081 +19%
GT
604
Greenleaf Trust
Michigan
$14.3M +$19.4K +128 +0.1%
CIP
605
Chartwell Investment Partners
Pennsylvania
$14.2M -$1.95M -12,868 -12%
RIA
606
Regal Investment Advisors
Michigan
$14.2M +$80.1K +528 +0.6%
WDA
607
Wendell David Associates
New Hampshire
$14.2M – – –
HA
608
Harfst & Associates
Wyoming
$14.1M +$70K +461 +0.5%
CGPCS
609
Capital Group Private Client Services
California
$14M +$60.4K +398 +0.4%
CIS
610
Connors Investor Services
Pennsylvania
$14M -$288K -1,896 -2%
SW
611
SteelPeak Wealth
California
$13.9M -$1.36M -8,935 -9%
TTWM
612
TCV Trust & Wealth Management
Virginia
$13.8M -$324K -2,133 -2%
CNBT
613
Canandaigua National Bank & Trust
New York
$13.8M -$153K -1,010 -1%
Kayne Anderson Rudnick Investment Management
614
Kayne Anderson Rudnick Investment Management
California
$13.8M +$693K +4,567 +5%
BHWM
615
Bar Harbor Wealth Management
New Hampshire
$13.7M -$755K -4,973 -5%
IIM
616
Intact Investment Management
Quebec, Canada
$13.7M -$2.44M -16,100 -15%
RMC
617
Resources Management Corp
Connecticut
$13.7M +$10.2M +67,420 +299%
GAM
618
Gotham Asset Management
New York
$13.6M +$501K +3,304 +4%
H
619
HoyleCohen
California
$13.6M -$281K -1,854 -2%
TBA
620
Tower Bridge Advisors
Pennsylvania
$13.6M -$2.29M -15,059 -14%
CSWM
621
Cassady Schiller Wealth Management
Ohio
$13.5M -$1.16M -7,631 -8%
NB
622
NBT Bank
New York
$13.4M -$191K -1,258 -1%
HIMC
623
Heritage Investors Management Corp
Maryland
$13.4M -$616K -4,062 -4%
BFG
624
Bleakley Financial Group
New Jersey
$13.4M +$3.72M +24,493 +39%
CF
625
Clarity Financial
Texas
$13.3M +$12.7M +83,861 +2,037%
23 24
25
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