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Procter & Gamble
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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 %
Dodge & Cox
601
Dodge & Cox
California
$14.2M -$175K -1,200 -1%
RIA
602
Regal Investment Advisors
Michigan
$14.1M +$476K +3,266 +3%
OAM
603
Oppenheimer Asset Management
New York
$14.1M +$114K +782 +0.8%
CCT
604
Chemung Canal Trust
New York
$14.1M +$5.15M +35,304 +58%
FLPIM
605
F.L. Putnam Investment Management
Massachusetts
$14M +$1.95M +13,343 +16%
EWM
606
Evercore Wealth Management
New York
$14M -$66.2K -454 -0.5%
CAC
607
Core Alternative Capital
Georgia
$14M -$931K -6,386 -6%
GT
608
Greenleaf Trust
Michigan
$14M +$293K +2,007 +2%
LDB
609
Lee, Danner & Bass
Tennessee
$14M -$762K -5,225 -5%
BFA
610
Bragg Financial Advisors
North Carolina
$14M +$199K +1,365 +1%
LBC
611
Lowe Brockenbrough & Co
Virginia
$14M -$414K -2,839 -3%
CA
612
Callahan Advisors
Texas
$13.9M -$275K -1,883 -2%
NEWAS
613
N.E.W. Advisory Services
Wisconsin
$13.8M +$1.75M +12,016 +15%
LF
614
Longbow Finance
Switzerland
$13.8M -$42.7K -293 -0.3%
WDA
615
Wendell David Associates
New Hampshire
$13.7M +$71.6K +491 +0.5%
AT
616
Arvest Trust
Oklahoma
$13.7M -$66.8K -458 -0.5%
LA
617
Lynch & Associates
Indiana
$13.6M -$221K -1,513 -2%
SS
618
Simplicity Solutions
Minnesota
$13.6M -$1.52M -10,388 -10%
SI
619
Stephens Inc
Arkansas
$13.6M -$536K -3,677 -4%
HA
620
Harfst & Associates
Wyoming
$13.5M -$16K -110 -0.1%
CIP
621
Chartwell Investment Partners
Pennsylvania
$13.5M -$186K -1,272 -1%
TTWM
622
TCV Trust & Wealth Management
Virginia
$13.4M +$143K +979 +1%
IIM
623
Intact Investment Management
Quebec, Canada
$13.3M +$146K +1,000 +1%
VC
624
Vestor Capital
Illinois
$13.3M +$5.69M +39,030 +75%
BMCM
625
Bryn Mawr Capital Management
Pennsylvania
$13.2M +$9.07M +62,165 +217%
23 24
25
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