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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 %
OAM
1401
Oak Asset Management
California
$3.1M +$152 +1 +0%
EFG
1402
Everhart Financial Group
Ohio
$3.1M +$15K +99 +0.5%
WTA
1403
Washington Trust Advisors
Massachusetts
$3.09M -$29K -191 -0.9%
AAM
1404
Auxier Asset Management
Oregon
$3.09M -$12.1K -80 -0.4%
SIAG
1405
Signet Investment Advisory Group
Rhode Island
$3.08M -$455 -3 -0%
HH
1406
Hilltop Holdings
Texas
$3.07M +$712K +4,690 +30%
FCB
1407
First County Bank
Connecticut
$3.06M +$153K +1,009 +5%
RP
1408
Rice Partnership
Hawaii
$3.06M -$195K -1,285 -6%
KJWM
1409
Kiley Juergens Wealth Management
Washington
$3.06M +$35.8K +236 +1%
GPTE
1410
Generali Powszechne Towarzystwo Emerytalne
Poland
$3.05M
CYG
1411
Clean Yield Group
Vermont
$3.05M -$133K -879 -4%
BFA
1412
Beaumont Financial Advisors
Massachusetts
$3.05M +$47.5K +313 +2%
GCM
1413
Genus Capital Management
British Columbia, Canada
$3.05M +$3.05M +20,078 New
MCAI
1414
Members Capital Advisors Inc
Wisconsin
$3.04M
Kovitz Investment Group Partners
1415
Kovitz Investment Group Partners
Illinois
$3.03M -$548K -3,614 -15%
OCM
1416
Osterweis Capital Management
California
$3.03M -$759 -5 -0%
IA
1417
IFG Advisory
Georgia
$3.03M +$341K +2,245 +13%
EWM
1418
Empirical Wealth Management
Washington
$3.03M -$111K -731 -4%
BHA
1419
Beech Hill Advisors
New York
$3.03M -$19K -125 -0.6%
ACM
1420
Argyle Capital Management
Pennsylvania
$3.02M -$464K -3,057 -13%
NB
1421
Nicolet Bankshares
Wisconsin
$3.02M +$94.4K +695 +3%
UWPG
1422
Ullmann Wealth Partners Group
Florida
$3.01M +$14K +92 +0.5%
MCM
1423
Monument Capital Management
Virginia
$3.01M +$24.6K +162 +0.8%
CFFP
1424
Center for Financial Planning
Michigan
$3.01M -$23.4K -154 -0.8%
SAG
1425
SageView Advisory Group
California
$3.01M +$97.1K +640 +3%