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Procter & Gamble
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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 %
PFSC
1001
Peoples Financial Services Corp
Pennsylvania
$6.09M -$117K -771 -2%
CMP
1002
Coston McIsaac & Partners
Maine
$6.09M +$79.8K +526 +1%
HIP
1003
HUB Investment Partners
Texas
$6.08M +$1.07M +7,046 +21%
SAM
1004
SP Asset Management
California
$6.06M +$35.2K +232 +0.6%
JWCA
1005
J.W. Cole Advisors
Florida
$6.01M -$567K -3,734 -9%
CRI
1006
Commonwealth Retirement Investments
Virginia
$6.01M +$42.2K +278 +0.7%
MPAM
1007
Murphy Pohlad Asset Management
Minnesota
$5.97M -$79.7K -525 -1%
UFG
1008
United Fire Group
Iowa
$5.96M – – –
SFO
1009
Stokes Family Office
Louisiana
$5.96M +$76.3K +503 +1%
DIA
1010
Dana Investment Advisors
Wisconsin
$5.96M +$85.4K +563 +1%
GAM
1011
Griffin Asset Management
New York
$5.95M +$252K +1,663 +4%
BWS
1012
Buck Wealth Strategies
Colorado
$5.95M +$313K +2,066 +6%
TLP
1013
Trinity Legacy Partners
Texas
$5.95M +$24.3K +160 +0.4%
WA
1014
WBH Advisory
Maryland
$5.95M -$74.7K -492 -1%
BTWM
1015
Baker Tilly Wealth Management
Wisconsin
$5.95M +$259K +1,710 +5%
OHIS
1016
Oak Harvest Investment Services
Texas
$5.94M +$1.43M +9,433 +32%
HCA
1017
Harbor Capital Advisors
Illinois
$5.94M -$32.3K -213 -0.5%
YIA
1018
YHB Investment Advisors
Connecticut
$5.93M -$80.7K -532 -1%
PT
1019
Plimoth Trust
Massachusetts
$5.91M -$3.04K -20 -0.1%
RPC
1020
Rossmore Private Capital
Connecticut
$5.89M +$5.46K +36 +0.1%
FCIM
1021
Fairview Capital Investment Management
California
$5.89M – – –
LCAM
1022
London & Capital Asset Management
United Kingdom
$5.88M +$190K +1,251 +3%
TNBTD
1023
Trustmark National Bank Trust Department
Mississippi
$5.84M -$136K -893 -2%
MCP
1024
Martin Capital Partners
Oregon
$5.84M -$103K -681 -2%
CAAS
1025
Capital Asset Advisory Services
Michigan
$5.84M +$137K +914 +2%
39 40
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