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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
+$651M
2
Barclays
Barclays
United Kingdom
+$524M
3
Fundsmith LLP
Fundsmith LLP
United Kingdom
+$475M
4
DZ Bank
DZ Bank
Germany
+$459M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$354M

Top Sellers

1
OIAM
OFI Invest Asset Management
France
-$6.08B
2
Bank of America
Bank of America
North Carolina
-$880M
3
BlackRock
BlackRock
New York
-$532M
4
Deutsche Bank
Deutsche Bank
Germany
-$450M
5
JPMPWA
J.P. Morgan Private Wealth Advisors
California
-$347M
Name Holding Trade Value Shares
Change 		Shares
Change %
NEWAS
651
N.E.W. Advisory Services
Wisconsin
$12.5M -$411K -2,709 -3%
WC
652
Woodstock Corp
Massachusetts
$12.5M -$44.3K -292 -0.4%
GIA
653
GHP Investment Advisors
Colorado
$12.4M +$1.09M +6,970 +10%
BCM
654
BTC Capital Management
Iowa
$12.4M -$665K -4,348 -5%
KOCAA
655
Knights of Columbus Asset Advisors
Connecticut
$12.3M -$745K -4,908 -6%
CA
656
Clearstead Advisors
Ohio
$12.3M +$971K +6,400 +9%
AIMCA
657
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$12.3M – – –
ZCM
658
Ziegler Capital Management
Illinois
$12.3M -$456K -3,003 -4%
CA
659
Cornerstone Advisors
North Carolina
$12.3M +$12.3M +80,800 New
SMI
660
Shelter Mutual Insurance
Missouri
$12.2M – – –
LNB
661
Ledyard National Bank
$12.1M -$24.4K -161 -0.2%
BC
662
Burney Company
Virginia
$12.1M -$8.65K -57 -0.1%
ACIM
663
Azimuth Capital Investment Management
Michigan
$12.1M -$115K -756 -0.9%
RC
664
Randolph Company
Ohio
$12.1M -$19.9K -131 -0.2%
PFM
665
Premier Fund Managers
United Kingdom
$12M +$11.2M +75,000 +1,364%
FNBOO
666
First National Bank of Omaha
Nebraska
$12M -$208K -1,370 -2%
TI
667
Tidal Investments
Wisconsin
$12M +$1.37M +9,026 +13%
SIA
668
Sit Investment Associates
Minnesota
$12M -$349K -2,300 -3%
CIC
669
Carnegie Investment Counsel
Ohio
$12M +$92.3K +608 +0.8%
MFG
670
Merit Financial Group
Georgia
$11.9M +$1.72M +11,360 +17%
SC
671
SouthState Corp
Florida
$11.9M -$546K -3,597 -4%
DWA
672
Douglass Winthrop Advisors
New York
$11.8M -$41.7K -275 -0.4%
OPCM
673
Osborne Partners Capital Management
California
$11.8M -$858K -5,656 -7%
VF
674
Vest Financial
Virginia
$11.7M +$1M +6,658 +9%
GC
675
Guardian Capital
Ontario, Canada
$11.7M -$50.2K -331 -0.4%
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