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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 %
NED
1251
Nancy E. Dempze
$3.96M +$23.7K +156 +0.6%
EM
1252
Excalibur Management
Massachusetts
$3.96M -$204K -1,346 -5%
IAG
1253
Investmark Advisory Group
Connecticut
$3.95M +$19.1K +126 +0.5%
NFC
1254
Northeast Financial Consultants
Connecticut
$3.94M -$8.5K -56 -0.2%
DPIM
1255
Duff & Phelps Investment Management
Illinois
$3.92M +$22.8K +150 +0.6%
JCM
1256
Jag Capital Management
Missouri
$3.9M +$52.5K +346 +1%
MSFS
1257
Main Street Financial Solutions
Pennsylvania
$3.89M +$29.6K +195 +0.8%
PAMG
1258
Patton Albertson Miller Group
Tennessee
$3.87M -$264K -1,743 -6%
VWMG
1259
Virginia Wealth Management Group
Virginia
$3.87M -$5.46K -36 -0.1%
PFC
1260
Poplar Forest Capital
California
$3.87M – – –
KLWA
1261
Kelly Lawrence W & Associates
California
$3.86M -$207K -1,400 -5%
CRCM
1262
Crystal Rock Capital Management
Illinois
$3.84M – – –
JFG
1263
Jefferies Financial Group
New York
$3.84M -$811K -5,343 -17%
AP
1264
Atwood & Palmer
Missouri
$3.83M +$41.7K +275 +1%
TIM
1265
Thompson Investment Management
Wisconsin
$3.82M -$19K -125 -0.5%
SA
1266
Scarborough Advisors
Maryland
$3.82M +$2.27M +14,963 +146%
JWCA
1267
J.W. Coons Advisors
Ohio
$3.82M – – –
KWMG
1268
King Wealth Management Group
Florida
$3.8M +$53.7K +354 +1%
VFM
1269
Viking Fund Management
North Dakota
$3.79M -$759K -5,000 -17%
HA
1270
Herold Advisors
New York
$3.79M +$47K +310 +1%
CS
1271
Comerica Securities
Michigan
$3.78M -$27.8K -183 -0.7%
QI
1272
Qtron Investments
Massachusetts
$3.78M +$228K +1,505 +6%
SFFS
1273
Stonehage Fleming Financial Services
Jersey
$3.77M +$3.77M +24,849 New
PWM
1274
Provident Wealth Management
Tennessee
$3.76M +$2.21M +14,540 +142%
EL
1275
Essex LLC
Illinois
$3.76M -$221K -1,454 -6%
49 50
51
52 53