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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 %
BST
1026
Bath Savings Trust
Maine
$5.83M -$32.6K -215 -0.6%
AAS
1027
Annex Advisory Services
Wisconsin
$5.81M +$3.41M +22,491 +142%
Nomura Holdings
1028
Nomura Holdings
Japan
$5.81M +$3.04M +20,012 +109%
AF
1029
Arrow Financial
New York
$5.81M +$33.2K +219 +0.6%
APP
1030
Avantax Planning Partners
Iowa
$5.77M -$236K -1,553 -4%
MWM
1031
Madison Wealth Management
Ohio
$5.76M +$230K +1,515 +4%
MFG
1032
MidWestOne Financial Group
Iowa
$5.76M +$543K +3,578 +10%
PI
1033
Pettee Investors
Connecticut
$5.73M -$6.37K -42 -0.1%
FVWA
1034
Foster Victor Wealth Advisors
South Carolina
$5.73M +$256K +1,682 +5%
SF
1035
Slagle Financial
Illinois
$5.73M +$5.73M +37,738 New
RIA
1036
Realta Investment Advisors
Delaware
$5.72M -$2.41M -15,912 -30%
FTC
1037
Farmers Trust Company
Ohio
$5.7M +$18.2K +120 +0.3%
WIM
1038
Waverton Investment Management
United Kingdom
$5.7M -$241K -1,586 -4%
CFGS
1039
Concourse Financial Group Securities
Alabama
$5.69M +$67.5K +445 +1%
ST
1040
Sentinel Trust
Texas
$5.66M – – –
TCA
1041
Transcend Capital Advisors
New Jersey
$5.66M -$115K -758 -2%
WBC
1042
Westpac Banking Corp
Australia
$5.65M -$44.6M -294,006 -89%
CC
1043
Chicago Capital
Illinois
$5.64M +$15.2K +100 +0.3%
RCAG
1044
Rehmann Capital Advisory Group
Michigan
$5.62M -$26.6K -175 -0.5%
SWM
1045
Silverlake Wealth Management
Vermont
$5.62M -$32.6K -215 -0.6%
BB
1046
Berkshire Bank
Massachusetts
$5.61M -$85.4K -563 -1%
AMIM
1047
Aull & Monroe Investment Management
Alabama
$5.61M – – –
PAM
1048
Private Asset Management
California
$5.58M -$1.13M -7,441 -17%
ET
1049
Equitable Trust
Tennessee
$5.57M -$104K -686 -2%
GRQ
1050
Gardner Russo & Quinn
Pennsylvania
$5.57M -$23.1K -152 -0.4%
40 41
42
43 44