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Procter & Gamble

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
Name Holding Trade Value Shares
Change
Shares
Change %
CA
1051
Claro Advisors
Massachusetts
$5.55M +$107K +704 +2%
JCM
1052
Jacobi Capital Management
Pennsylvania
$5.53M +$30.5K +201 +0.6%
WANY
1053
Wealthspire Advisors (New York)
New York
$5.53M +$42.8K +282 +0.8%
NHT
1054
New Hampshire Trust
New Hampshire
$5.5M -$16.7K -110 -0.3%
FTDI
1055
First Trust Direct Indexing
Massachusetts
$5.5M +$485K +3,199 +10%
CT
1056
Coastline Trust
Rhode Island
$5.49M -$24.3K -160 -0.4%
CHAM
1057
Clear Harbor Asset Management
Connecticut
$5.47M +$332K +2,191 +6%
SAM
1058
Smithbridge Asset Management
Pennsylvania
$5.47M -$7.89K -52 -0.1%
KFA
1059
Kapstone Financial Advisors
Ohio
$5.46M -$79.2K -507 -1%
SIA
1060
Soltis Investment Advisors
Utah
$5.46M +$270K +1,781 +5%
HWAM
1061
Hennion & Walsh Asset Management
New Jersey
$5.45M +$567K +3,739 +12%
FA
1062
Financial Avengers
California
$5.42M +$20.3K +134 +0.4%
VWA
1063
V Wealth Advisors
Kansas
$5.42M +$6.83K +45 +0.1%
BFA
1064
Benedict Financial Advisors
Georgia
$5.41M -$17.8K -117 -0.3%
NAM
1065
NTV Asset Management
West Virginia
$5.4M -$132K -872 -2%
AHB
1066
Abner Herrman & Brock
New Jersey
$5.4M +$447K +2,944 +9%
KFGK
1067
Keystone Financial Group (Kentucky)
Kentucky
$5.4M +$5.4M +35,560 New
SIM
1068
Stratos Investment Management
Ohio
$5.38M +$117K +774 +2%
ALAM
1069
Asahi Life Asset Management
Japan
$5.38M -$739K -4,873 -12%
SFS
1070
Sowell Financial Services
Arkansas
$5.38M +$1.66M +10,951 +45%
ADL
1071
Asset Dedication LLC
California
$5.35M +$217K +1,434 +4%
RDWM
1072
Red Door Wealth Management
Tennessee
$5.34M +$230K +1,516 +5%
AC
1073
Avestar Capital
New York
$5.34M +$107K +702 +2%
GCMG
1074
Gyroscope Capital Management Group
Florida
$5.33M +$379K +2,500 +8%
HTI
1075
Hikari Tsushin Inc
Japan
$5.33M