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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 %
BIC
926
Beach Investment Counsel
Pennsylvania
$6.73M +$530K +3,637 +9%
SW
927
SteelPeak Wealth
California
$6.73M -$6.68M -45,799 -50%
IIM
928
Ipswich Investment Management
Massachusetts
$6.68M +$37.2K +255 +0.6%
WW
929
Windle Wealth
Oklahoma
$6.67M +$81.7K +560 +1%
NSEDCP
930
NJ State Employees Deferred Compensation Plan
New Jersey
$6.67M – – –
CTA
931
Chesley Taft & Associates
Illinois
$6.65M -$154K -1,053 -2%
SCA
932
Stokes Capital Advisors
South Carolina
$6.59M -$179K -1,229 -3%
WANY
933
Wealthspire Advisors (New York)
New York
$6.55M +$1.23M +8,453 +23%
BC
934
Blackhill Capital
New Jersey
$6.54M – – –
WCF
935
West Coast Financial
California
$6.53M +$153K +1,051 +2%
MWM
936
Mission Wealth Management
California
$6.52M -$340K -2,334 -5%
FG
937
Fiduciary Group
Georgia
$6.52M -$33.4K -229 -0.5%
KNW
938
Kesler Norman & Wride
Utah
$6.52M -$114K -782 -2%
TFA
939
Toth Financial Advisory
Virginia
$6.5M +$111K +762 +2%
FIA
940
Foundations Investment Advisors
Arizona
$6.5M +$575K +3,944 +10%
AAIM
941
Asset Advisors Investment Management
Georgia
$6.49M +$28.3K +194 +0.4%
LWANC
942
Laurel Wealth Advisors (North Carolina)
North Carolina
$6.48M -$135K -925 -2%
CWG
943
Cornerstone Wealth Group
North Carolina
$6.45M -$205K -1,407 -3%
AIM
944
Anchor Investment Management
South Carolina
$6.43M +$136K +929 +2%
FSA
945
Fort Sheridan Advisors
Illinois
$6.41M +$95.4K +654 +2%
GCM
946
Garland Capital Management
Washington
$6.39M -$12.4K -85 -0.2%
CIM
947
Contravisory Investment Management
Massachusetts
$6.37M -$193K -1,322 -3%
KWA
948
Kellett Wealth Advisors
Ohio
$6.37M +$209K +1,435 +3%
TPCW
949
TD Private Client Wealth
New York
$6.37M -$795K -5,453 -11%
HS
950
Horan Securities
United States
$6.36M -$1.91M -13,114 -23%
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