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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 %
MPPW
1451
Mitchell & Pahl Private Wealth
Oklahoma
$2.82M +$65.2K +447 +2%
FSA
1452
Financial Security Advisor
Virginia
$2.82M +$2.82M +19,314 New
CST
1453
Charles Schwab Trust
Nevada
$2.81M +$1.45M +9,975 +107%
ST
1454
Somerset Trust
Pennsylvania
$2.81M -$4.96K -34 -0.2%
BMWM
1455
Brown Miller Wealth Management
Virginia
$2.81M +$44.5K +305 +2%
RP
1456
Rice Partnership
Hawaii
$2.8M -$136K -935 -5%
BCMO
1457
Buckingham Capital Management (Ohio)
Ohio
$2.8M +$415K +2,842 +17%
BFA
1458
Beaumont Financial Advisors
Massachusetts
$2.8M -$129K -882 -4%
FSG
1459
Financial Strategies Group
Michigan
$2.8M +$354K +2,418 +14%
LCM
1460
Leisure Capital Management
California
$2.8M +$4.38K +30 +0.2%
LA
1461
Legacy Advisors
Pennsylvania
$2.79M +$393K +2,697 +16%
CG
1462
CFO4Life Group
Texas
$2.79M -$59.2K -406 -2%
YIH
1463
Y-Intercept (HK)
Hong Kong
$2.78M +$2.78M +19,077 New
WP
1464
Westmount Partners
California
$2.78M +$185K +1,269 +7%
CBT
1465
Central Bank & Trust
Kentucky
$2.78M -$259K -1,774 -9%
BMA
1466
Brooks Moore & Associates
Tennessee
$2.77M -$22.8K -156 -0.8%
CIA
1467
Cohen Investment Advisors
New Hampshire
$2.77M +$152K +1,039 +6%
UAS
1468
United Asset Strategies
New York
$2.77M +$34.4K +236 +1%
GCM
1469
Genus Capital Management
British Columbia, Canada
$2.77M -$159K -1,093 -5%
AF
1470
Advisornet Financial
Minnesota
$2.76M -$1.14M -7,830 -29%
3IP
1471
3Chopt Investment Partners
Virginia
$2.76M +$158K +1,086 +6%
WPP
1472
Whalerock Point Partners
Rhode Island
$2.75M – – –
MFFIA
1473
McIntyre, Freedman & Flynn Investment Advisers
Massachusetts
$2.75M -$7.29K -50 -0.3%
BOSSRA
1474
B.O.S.S. Retirement Advisors
Utah
$2.74M +$272K +1,862 +11%
Kovitz Investment Group Partners
1475
Kovitz Investment Group Partners
Illinois
$2.73M -$180K -1,236 -6%
57 58
59
60 61