PG icon

Procter & Gamble

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
Name Holding Trade Value Shares
Change
Shares
Change %
CA
1026
Claro Advisors
Massachusetts
$5.61M +$277K +1,898 +5%
RIA
1027
Realta Investment Advisors
Delaware
$5.54M -$181K -1,196 -3%
CCG
1028
Chatham Capital Group
Georgia
$5.52M -$633K -4,339 -10%
WA
1029
WBH Advisory
Maryland
$5.5M -$214K -1,470 -4%
FCIM
1030
Fairview Capital Investment Management
California
$5.47M -$183K -1,252 -3%
RDWM
1031
Red Door Wealth Management
Tennessee
$5.45M +$321K +2,203 +6%
ST
1032
Sentinel Trust
Texas
$5.45M
CC
1033
Chicago Capital
Illinois
$5.43M +$13.1K +90 +0.2%
MWM
1034
Madison Wealth Management
Ohio
$5.42M -$119K -816 -2%
AAS
1035
Annex Advisory Services
Wisconsin
$5.41M -$177K -1,212 -3%
FTC
1036
Farmers Trust Company
Ohio
$5.41M -$68.3K -468 -1%
JC
1037
JB Capital
Connecticut
$5.4M -$1.36M -9,314 -20%
SWM
1038
Silverlake Wealth Management
Vermont
$5.4M +$4.38K +30 +0.1%
CWS
1039
Confluence Wealth Services
Pennsylvania
$5.4M +$2.36M +16,203 +78%
WI
1040
Wahed Invest
New York
$5.4M +$478K +3,280 +10%
LCAM
1041
London & Capital Asset Management
United Kingdom
$5.4M -$252K -1,730 -4%
FVWA
1042
Foster Victor Wealth Advisors
South Carolina
$5.4M -$24.8K -172 -0.5%
CFGS
1043
Concourse Financial Group Securities
Alabama
$5.39M -$76.9K -527 -1%
RA
1044
RFG Advisory
Alabama
$5.39M +$542K +3,719 +11%
BCM
1045
Bayesian Capital Management
New York
$5.39M -$5.44M -37,300 -50%
WIM
1046
Waverton Investment Management
United Kingdom
$5.38M -$98.2K -673 -2%
SIM
1047
Stratos Investment Management
Ohio
$5.38M +$204K +1,399 +4%
BB
1048
Berkshire Bank
Massachusetts
$5.38M -$16.9K -116 -0.3%
AMIM
1049
Aull & Monroe Investment Management
Alabama
$5.37M -$14.9K -102 -0.3%
CAG
1050
Csenge Advisory Group
Florida
$5.37M -$821K -5,632 -13%