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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 %
OHWA
1076
Oak Hill Wealth Advisors
Virginia
$5.32M -$43.7K -288 -0.8%
GRP
1077
Global Retirement Partners
California
$5.32M +$121K +795 +2%
CIAS
1078
Capital Investment Advisory Services
North Carolina
$5.31M -$7.28K -48 -0.1%
PL
1079
Plancorp LLC
Missouri
$5.31M +$22.2K +146 +0.4%
TAM
1080
Thematics Asset Management
France
$5.26M +$389K +2,561 +8%
MAS
1081
Meeder Advisory Services
Ohio
$5.25M +$295K +1,945 +6%
AFG
1082
Albion Financial Group
Utah
$5.24M -$34.7K -229 -0.7%
FC
1083
FORA Capital
Florida
$5.24M +$3.05M +20,108 +139%
CC
1084
Covalis Capital
United Kingdom
$5.23M +$5.23M +34,492 New
AC
1085
Arjuna Capital
North Carolina
$5.23M +$1.94M +12,777 +59%
FTA
1086
Financial & Tax Architects
Missouri
$5.23M +$104K +687 +2%
PMG
1087
ProVise Management Group
Florida
$5.22M +$740K +4,874 +16%
AB
1088
Atlas Brown
Kentucky
$5.21M -$25.9K -171 -0.5%
AT
1089
American Trust
Kentucky
$5.2M -$60.4K -398 -1%
AC
1090
Addenda Capital
Quebec, Canada
$5.2M -$2.12K -14 -0%
RFM
1091
Royal Fund Management
Florida
$5.17M -$76.9K -507 -1%
NL
1092
NWAM LLC
Washington
$5.16M +$581K +3,827 +13%
IIC
1093
Ironwood Investment Counsel
Arizona
$5.14M -$469K -3,091 -8%
SIC
1094
Sigma Investment Counselors
Michigan
$5.14M +$86.5K +570 +2%
IWP
1095
Icon Wealth Partners
Texas
$5.14M -$1.01M -6,682 -16%
CW
1096
CreativeOne Wealth
Kansas
$5.13M -$1.32M -8,667 -20%
WI
1097
Wahed Invest
New York
$5.12M +$544K +3,585 +12%
DGAM
1098
Desjardins Global Asset Management
Quebec, Canada
$5.11M +$518K +3,416 +11%
Loomis, Sayles & Company
1099
Loomis, Sayles & Company
Massachusetts
$5.09M -$2.61M -17,184 -34%
CWM
1100
Chronos Wealth Management
Florida
$5.09M +$3.79K +25 +0.1%
42 43
44
45 46