PG icon

Procter & Gamble
PG

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 %
LA
976
Lakeside Advisors
Washington
$6.4M -$7.13K -47 -0.1%
CCG
977
Chatham Capital Group
Georgia
$6.4M +$757K +4,992 +13%
TL
978
Tradewinds LLC
North Carolina
$6.37M +$150K +989 +2%
BCCM
979
Bridge Creek Capital Management
Massachusetts
$6.36M +$1.47M +9,696 +30%
MYIA
980
Mount Yale Investment Advisors
Colorado
$6.35M -$233K -1,536 -4%
EIA
981
Eastover Investment Advisors
North Carolina
$6.35M -$31.7K -209 -0.5%
FFL
982
Financial Freedom LLC
Ohio
$6.33M -$1.53M -10,103 -20%
CF
983
Covea Finance
France
$6.3M – – –
MAM
984
Magellan Asset Management
Australia
$6.29M -$1.44M -9,515 -19%
BRM
985
Boston Research & Management
Massachusetts
$6.29M +$110K +726 +2%
JPMIA
986
J.P. Marvel Investment Advisors
Massachusetts
$6.26M – – –
WP
987
WMS Partners
Maryland
$6.24M -$291K -1,919 -4%
PPW
988
Parcion Private Wealth
Washington
$6.23M +$144K +948 +2%
SCP
989
Sandhill Capital Partners
New York
$6.2M -$268K -1,769 -4%
CICI
990
Capital Investment Counsel Inc
North Carolina
$6.19M -$25.6K -169 -0.4%
Citadel Advisors
991
Citadel Advisors
Florida
$6.19M -$142M -937,538 -96%
SMC
992
Smith, Moore & Co
Missouri
$6.19M +$202K +1,336 +3%
DWM
993
Darwin Wealth Management
Florida
$6.17M +$548K +3,701 +10%
FIA
994
Foundations Investment Advisors
Arizona
$6.17M +$453K +2,983 +8%
IEFM
995
IQ EQ Fund Management
Ireland
$6.16M -$88K -580 -1%
IAS
996
IMA Advisory Services
Colorado
$6.15M +$23.2K +153 +0.4%
FNBTCON
997
First National Bank & Trust Co of Newtown
Pennsylvania
$6.14M -$102K -670 -2%
MCM
998
Mill Capital Management
North Carolina
$6.13M +$133K +874 +2%
CCA
999
Cobblestone Capital Advisors
New York
$6.1M +$4.86K +32 +0.1%
JIP
1000
Jaffetilchin Investment Partners
Florida
$6.09M +$150K +987 +3%
38 39
40
41 42