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Procter & Gamble
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Overview Fund Activity

3,358 hedge funds and large institutions have $227B invested in Procter & Gamble in 2023 Q1 according to their latest regulatory filings, with 161 funds opening new positions, 1,470 increasing their positions, 1,363 reducing their positions, and 112 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,358
Holders Change
-25
Holders Change %
-0.74%
% of All Funds
53.75%
Holding in Top 10
283
Holding in Top 10 Change
-52
Holding in Top 10 Change %
-15.52%
% of All Funds
4.53%
New
161
Increased
1,470
Reduced
1,363
Closed
112
Calls
$2.48B
Puts
$1.63B
Net Calls
+$853M
Net Calls Change
-$317M

Top Buyers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$1.08B
2
DZ Bank
DZ Bank
Germany
+$421M
3
Cerity Partners
Cerity Partners
New York
+$385M
4
BlackRock
BlackRock
New York
+$321M
5
Goldman Sachs
Goldman Sachs
New York
+$281M

Top Sellers

1
State Street
State Street
Massachusetts
-$469M
2
Capital International Investors
Capital International Investors
California
-$393M
3
Barclays
Barclays
United Kingdom
-$335M
4
AllianceBernstein
AllianceBernstein
Tennessee
-$312M
5
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$269M
Name Holding Trade Value Shares
Change 		Shares
Change %
MWM
1201
Modera Wealth Management
New Jersey
$4.18M -$48.6K -327 -1%
CCA
1202
Checchi Capital Advisers
California
$4.16M -$6.54K -44 -0.2%
FB
1203
Fulton Bank
Pennsylvania
$4.16M +$161K +1,086 +4%
ESB
1204
Essex Savings Bank
Connecticut
$4.15M -$21.7K -146 -0.5%
SW
1205
SkyOak Wealth
Michigan
$4.14M -$16.7K -112 -0.4%
LWA
1206
Lineweaver Wealth Advisors
Ohio
$4.14M +$282K +1,899 +7%
TC
1207
Truvestments Capital
Florida
$4.14M -$51.4K -346 -1%
BWP
1208
BSW Wealth Partners
Colorado
$4.14M +$19.6K +132 +0.5%
FCT
1209
First Community Trust
Iowa
$4.12M -$7.44K -50 -0.2%
WAS
1210
WESPAC Advisors SoCal
California
$4.12M +$16.5K +111 +0.4%
FPIS
1211
Financial Planning & Information Services
Wisconsin
$4.12M -$276K -1,859 -6%
NIC
1212
Northwest Investment Counselors
Oregon
$4.12M -$99.9K -672 -2%
BCM
1213
Brookmont Capital Management
Texas
$4.1M +$5.2K +35 +0.1%
GL
1214
Graypoint LLC
New York
$4.09M +$262K +1,759 +7%
KLWA
1215
Kelly Lawrence W & Associates
California
$4.08M +$34.2K +230 +0.8%
EM
1216
Excalibur Management
Massachusetts
$4.08M -$12.9K -87 -0.3%
RWA
1217
Roberts Wealth Advisors
California
$4.06M +$65.1K +433 +2%
MIP
1218
Marietta Investment Partners
Wisconsin
$4.06M -$29.7K -200 -0.7%
PAMG
1219
Patton Albertson Miller Group
Tennessee
$4.05M -$184K -1,237 -4%
TA
1220
Tectonic Advisors
Texas
$4.05M +$592K +3,979 +17%
PIAS
1221
PCA Investment Advisory Services
Ohio
$4.04M +$4.04M +27,165 New
CAM
1222
Centre Asset Management
New York
$4.02M +$63.3K +426 +2%
RWM
1223
RBA Wealth Management
California
$4.02M +$132K +888 +3%
ECM
1224
ExodusPoint Capital Management
New York
$4.02M +$1.44M +9,696 +56%
MIC
1225
Means Investment Company
Maine
$4.01M +$5.95K +40 +0.1%
47 48
49
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