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Procter & Gamble
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Overview Fund Activity

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

Top Buyers

1
Fisher Asset Management
Fisher Asset Management
Washington
+$749M
2
Wellington Management Group
Wellington Management Group
Massachusetts
+$445M
3
DZ Bank
DZ Bank
Germany
+$388M
4
JPMPWA
J.P. Morgan Private Wealth Advisors
California
+$246M
5
Two Sigma Advisers
Two Sigma Advisers
New York
+$208M

Top Sellers

1
BlackRock
BlackRock
New York
-$683M
2
State Street
State Street
Massachusetts
-$302M
3
Millennium Management
Millennium Management
New York
-$188M
4
Man Group
Man Group
United Kingdom
-$172M
5
Marshall Wace
Marshall Wace
United Kingdom
-$160M
Name Holding Trade Value Shares
Change 		Shares
Change %
MCWS
1151
McKinley Carter Wealth Services
West Virginia
$4.48M -$30.5K -209 -0.7%
NHC
1152
Nicholas Hoffman & Company
Georgia
$4.48M -$10.9K -75 -0.2%
ECM
1153
Evergreen Capital Management
Washington
$4.47M -$10.1K -69 -0.2%
MMHP
1154
Murphy Middleton Hinkle & Parker
Georgia
$4.47M +$1.76M +12,075 +65%
AWM
1155
Altus Wealth Management
Kentucky
$4.46M +$21K +144 +0.5%
EP
1156
Eudaimonia Partners
Tennessee
$4.46M -$5.4K -37 -0.1%
EW
1157
Evoke Wealth
California
$4.46M +$142K +974 +3%
AL
1158
Aspiriant LLC
California
$4.46M +$44.9K +308 +1%
CA
1159
CoreCap Advisors
Michigan
$4.44M +$405K +2,776 +10%
TC
1160
Telemus Capital
Michigan
$4.43M -$67K -459 -1%
WCA
1161
Waratah Capital Advisors
Ontario, Canada
$4.42M -$4.48M -30,700 -50%
AAMA
1162
Advanced Asset Management Advisors
Ohio
$4.42M +$292 +2 +0%
RAG
1163
RIA Advisory Group
Iowa
$4.4M -$183K -1,253 -4%
BWP
1164
BSW Wealth Partners
Colorado
$4.39M +$432K +2,961 +11%
SWM
1165
SeaCrest Wealth Management
New York
$4.39M -$2.04K -14 -0%
ECM
1166
Estabrook Capital Management
New York
$4.39M -$54K -370 -1%
PA
1167
Profund Advisors
Maryland
$4.38M -$494K -3,387 -10%
FBT
1168
First Bankers Trust
Kentucky
$4.38M -$415K -2,847 -9%
GWM
1169
Gray Wealth Management
Maine
$4.37M -$13.4K -92 -0.3%
SC
1170
Searle & Co
Connecticut
$4.37M – – –
PFA
1171
Pathway Financial Advisers
Indiana
$4.37M +$4.37M +29,934 New
THWM
1172
Taylor Hoffman Wealth Management
Virginia
$4.35M +$5.11K +35 +0.1%
PSIWM
1173
Paradigm Strategies in Wealth Management
Minnesota
$4.34M +$1.17M +8,000 +37%
AUB
1174
Atlantic Union Bankshares
Virginia
$4.34M -$88.2K -605 -2%
CWM
1175
Circle Wealth Management
New Jersey
$4.33M +$201K +1,378 +5%
45 46
47
48 49