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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 %
HCM
876
Hutner Capital Management
Vermont
$7.6M -$196K -1,341 -3%
PTC
877
Private Trust Company
Ohio
$7.59M +$2.33K +16 +0%
BOC
878
Barbara Oil Co
Illinois
$7.58M – – –
1SB
879
1ST Source Bank
Indiana
$7.58M -$76.3K -523 -1%
GIM
880
Goelzer Investment Management
Indiana
$7.57M +$25.7K +176 +0.3%
VCA
881
Verdence Capital Advisors
Maryland
$7.55M +$435K +2,981 +6%
LIM
882
Leavell Investment Management
Alabama
$7.54M -$137K -938 -2%
SCM
883
Schnieders Capital Management
California
$7.54M -$29.2K -200 -0.4%
CNBTD
884
Citizens National Bank Trust Department
Mississippi
$7.5M +$11.8K +81 +0.2%
FPTW
885
Franklin, Parlapiano, Turner & Welch
Texas
$7.49M -$21.9K -150 -0.3%
TCPWM
886
Traverso Chambers Private Wealth Management
California
$7.49M -$184K -1,262 -2%
WFG
887
Wills Financial Group
Virginia
$7.46M -$34.9K -239 -0.5%
TF
888
Tompkins Financial
New York
$7.45M -$65.6K -450 -0.9%
CL
889
Choreo LLC
Illinois
$7.45M +$27.6K +189 +0.4%
BMO
890
Beck Mack & Oliver
New York
$7.44M -$357K -2,450 -5%
B
891
Bellecapital
Switzerland
$7.39M +$15.8K +108 +0.2%
TMAM
892
Tokio Marine Asset Management
Japan
$7.38M +$570K +3,907 +8%
ISB
893
Iowa State Bank
Iowa
$7.34M -$79.1K -542 -1%
AAM
894
Azzad Asset Management
Virginia
$7.33M +$612K +4,197 +9%
FAM
895
Fred Alger Management
New York
$7.33M +$24.4K +167 +0.3%
CSPIA
896
Cary Street Partners Investment Advisory
Virginia
$7.33M +$411K +2,818 +6%
CFC
897
Cincinnati Financial Corp
Ohio
$7.28M – – –
BSC
898
Brown Shipley & Co
United Kingdom
$7.23M +$746K +5,114 +11%
JWM
899
JGP Wealth Management
Oregon
$7.21M +$180K +1,235 +3%
AAS
900
Ameritas Advisory Services
Nebraska
$7.19M +$4.22M +28,598 +142%
34 35
36
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