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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 %
NMIMC
701
Northwestern Mutual Investment Management Company
Wisconsin
$10.9M +$8.31K +57 +0.1%
PIM
702
Penobscot Investment Management
Massachusetts
$10.8M +$2.68M +18,362 +33%
RDFA
703
Ritter Daniher Financial Advisory
Ohio
$10.8M +$292 +2 +0%
GU
704
Georgetown University
District of Columbia
$10.8M +$64.6K +443 +0.6%
TH
705
TCTC Holdings
Texas
$10.8M -$18.4K -126 -0.2%
BFS
706
Bard Financial Services
Connecticut
$10.8M +$109K +750 +1%
AG
707
Ascent Group
Virginia
$10.8M +$1.48M +9,848 +16%
SMI
708
Shelter Mutual Insurance
Missouri
$10.8M -$963K -6,600 -8%
SBIA
709
Sheaff Brock Investment Advisors
Indiana
$10.7M +$3.47M +23,787 +48%
DT
710
Diversified Trust
Tennessee
$10.7M +$278K +1,903 +3%
USCWA
711
U.S. Capital Wealth Advisors
Texas
$10.6M +$67.8K +465 +0.6%
MOS
712
MGO One Seven
Ohio
$10.6M -$1.53M -10,496 -13%
FMWA
713
Forvis Mazars Wealth Advisors
Missouri
$10.5M +$200K +1,371 +2%
VIM
714
Vinva Investment Management
Australia
$10.4M -$94.5K -646 -0.9%
PFM
715
Premier Fund Managers
United Kingdom
$10.4M -$1.36M -9,300 -12%
SAM
716
Shell Asset Management
Netherlands
$10.4M -$160K -1,097 -2%
SCM
717
Sandler Capital Management
New York
$10.4M +$10.4M +71,380 New
AIM
718
Allen Investment Management
New York
$10.4M – – –
CAM
719
Close Asset Management
United Kingdom
$10.4M +$10.4M +71,018 New
SHFA
720
SS&H Financial Advisors
Michigan
$10.3M +$10.3M +70,899 New
CCM
721
Cohen Capital Management
California
$10.3M – – –
DWM
722
Dakota Wealth Management
Florida
$10.3M +$1.28M +8,754 +14%
DEA
723
DoubleLine ETF Adviser
Florida
$10.3M +$10.3M +70,379 New
BFO
724
Boston Family Office
Massachusetts
$10.2M +$141K +966 +1%
GAM
725
Gotham Asset Management
New York
$10.2M -$2.9M -19,914 -22%
27 28
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