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Procter & Gamble

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
Name Holding Trade Value Shares
Change
Shares
Change %
WWM
1301
Western Wealth Management
Colorado
$3.55M +$56.6K +373 +2%
ACP
1302
Aviance Capital Partners
Florida
$3.55M +$27.6K +182 +0.8%
ACM
1303
Altrius Capital Management
North Carolina
$3.54M +$48.9K +322 +1%
IAN
1304
Integrated Advisors Network
Texas
$3.54M -$248K -1,632 -7%
CWM
1305
C2C Wealth Management
Arizona
$3.53M +$74.6K +500 +2%
HCA
1306
Heck Capital Advisors
Wisconsin
$3.53M
IAG
1307
Investment Advisory Group
Massachusetts
$3.53M +$11.2K +74 +0.3%
DIP
1308
DT Investment Partners
Pennsylvania
$3.52M -$104K -665 -3%
TWP
1309
Total Wealth Planning
Ohio
$3.51M +$88.8K +585 +3%
CC
1310
Cornerstone Capital
California
$3.51M -$34.1K -225 -1%
FWM
1311
Finer Wealth Management
Massachusetts
$3.51M +$61.6K +406 +2%
Grantham, Mayo, Van Otterloo & Co (GMO)
1312
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$3.51M +$3.51M +23,131 New
JC
1313
Joho Capital
New York
$3.5M
WA
1314
Waverly Advisors
Alabama
$3.5M +$2.48M +16,368 +245%
HIA
1315
Harbor Investment Advisory
Maryland
$3.49M -$53.9K -355 -2%
LWM
1316
Laidlaw Wealth Management
New York
$3.48M -$4.25K -28 -0.1%
CA
1317
CGN Advisors
Kansas
$3.48M +$411K +2,710 +13%
WHC
1318
Wulff, Hansen & Co
California
$3.48M -$175K -1,155 -5%
SAM
1319
Summit Asset Management
Tennessee
$3.47M -$19.7K -130 -0.6%
GWMIA
1320
Global Wealth Management Investment Advisory
Florida
$3.46M +$158K +1,042 +5%
HKIMG
1321
Hutchens & Kramer Investment Management Group
Indiana
$3.46M
BFW
1322
Brady Family Wealth
Missouri
$3.46M +$26.6K +175 +0.8%
BFO
1323
Biltmore Family Office
North Carolina
$3.46M -$109K -717 -3%
AHC
1324
Adell Harriman & Carpenter
Texas
$3.46M +$18K +118 +0.5%
BIM
1325
Bridges Investment Management
Nebraska
$3.46M -$859K -5,660 -20%