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Procter & Gamble

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
Name Holding Trade Value Shares
Change
Shares
Change %
CAL
701
Capital Analysts LLC
Pennsylvania
$11.2M +$496K +3,268 +5%
GU
702
Georgetown University
District of Columbia
$11.2M +$66.9K +441 +0.6%
BFS
703
Bard Financial Services
Connecticut
$11.1M -$263K -1,735 -2%
TCOT
704
Trust Company of Toledo
Ohio
$11.1M -$178K -1,171 -2%
BIA
705
Biondo Investment Advisors
Pennsylvania
$11.1M +$109K +720 +1%
EDRH
706
Edmond de Rothschild Holding
Switzerland
$11M +$1.57M +10,316 +17%
SAM
707
Shell Asset Management
Netherlands
$11M -$2.8M -18,461 -20%
USCWA
708
U.S. Capital Wealth Advisors
Texas
$11M +$332K +2,186 +3%
RWA
709
Ropes Wealth Advisors
Massachusetts
$11M +$495K +3,263 +5%
FM
710
Foster & Motley
Ohio
$10.8M -$90.6K -597 -0.8%
DT
711
Diversified Trust
Tennessee
$10.8M -$112K -736 -1%
AIM
712
Allen Investment Management
New York
$10.8M
PWM
713
Perigon Wealth Management
California
$10.8M +$5.49M +36,207 +104%
GI
714
GAMCO Investors
Connecticut
$10.8M +$2.88K +19 +0%
VIM
715
Vinva Investment Management
Australia
$10.8M -$1M -6,715 -9%
CCM
716
Cohen Capital Management
California
$10.7M
BFM
717
Boston Financial Management
Massachusetts
$10.7M -$446K -2,936 -4%
SWM
718
Segment Wealth Management
Texas
$10.7M -$274K -1,803 -2%
RSVP
719
Ramsay Stattman Vela & Price
Colorado
$10.7M -$86.5K -570 -0.8%
FMWA
720
Forvis Mazars Wealth Advisors
Missouri
$10.7M +$673K +4,435 +7%
MDCM
721
Morgan Dempsey Capital Management
Wisconsin
$10.7M +$15.5K +102 +0.1%
VAS
722
Vestmark Advisory Solutions
Massachusetts
$10.6M +$48K +316 +0.5%
TAIM
723
Te Ahumairangi Investment Management
New Zealand
$10.6M -$118K -780 -1%
SG Americas Securities
724
SG Americas Securities
New York
$10.6M +$8.23M +54,206 +349%
BFO
725
Boston Family Office
Massachusetts
$10.5M +$123K +809 +1%