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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 %
NFC
1251
Northeast Financial Consultants
Connecticut
$3.8M +$13.3K +91 +0.4%
DPIM
1252
Duff & Phelps Investment Management
Illinois
$3.8M +$28.7K +197 +0.8%
FAP
1253
Financial Advisory Partners
Florida
$3.8M -$46.5K -319 -1%
HA
1254
Herold Advisors
New York
$3.79M +$150K +1,026 +4%
CNFG
1255
Creegan & Nassoura Financial Group
New Hampshire
$3.79M -$27.7K -190 -0.7%
COI
1256
Connable Office Inc
Michigan
$3.77M -$129K -887 -3%
DCM
1257
Delta Capital Management
New Jersey
$3.76M -$87.5K -600 -2%
SA
1258
Scarborough Advisors
Maryland
$3.73M +$61.6K +422 +2%
WPC
1259
Wedmont Private Capital
Pennsylvania
$3.73M +$183K +1,274 +5%
WA
1260
Waverly Advisors
Alabama
$3.73M +$370K +2,539 +11%
NED
1261
Nancy E. Dempze
$3.73M -$76.6K -525 -2%
CS
1262
Crescent Sterling
Louisiana
$3.72M -$455K -3,118 -11%
PFC
1263
Poplar Forest Capital
California
$3.72M – – –
PIAS
1264
PCA Investment Advisory Services
Ohio
$3.71M -$96.6K -662 -3%
FMB
1265
Field & Main Bank
Kentucky
$3.71M +$1.57M +10,761 +73%
VWMG
1266
Virginia Wealth Management Group
Virginia
$3.71M -$14.4K -99 -0.4%
DFG
1267
Delta Financial Group
New Jersey
$3.7M +$3.7M +25,375 New
CRCM
1268
Crystal Rock Capital Management
Illinois
$3.69M – – –
KLWA
1269
Kelly Lawrence W & Associates
California
$3.68M -$118K -810 -3%
DI
1270
DFPG Investments
Utah
$3.68M +$260K +1,727 +8%
CI
1271
Cigna Investments
Connecticut
$3.68M -$489K -3,354 -12%
JWCA
1272
J.W. Coons Advisors
Ohio
$3.67M – – –
CC
1273
Constitution Capital
Connecticut
$3.67M -$841K -5,766 -19%
VFM
1274
Viking Fund Management
North Dakota
$3.65M – – –
LWA
1275
Lineweaver Wealth Advisors
Ohio
$3.64M -$386K -2,648 -10%
49 50
51
52 53