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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 %
FCAG
1501
First Capital Advisors Group
New Jersey
$2.71M -$1.07M -7,076 -28%
GI
1502
GS Investments
Minnesota
$2.71M +$216K +1,423 +9%
3IP
1503
3Chopt Investment Partners
Virginia
$2.71M +$455 +3 +0%
CAS
1504
Coppell Advisory Solutions
Texas
$2.71M +$201K +1,348 +8%
SC
1505
Saybrook Capital
North Carolina
$2.7M – – –
HIM
1506
Harbour Investment Management
Washington
$2.7M -$15.2K -100 -0.6%
WP
1507
Westmount Partners
California
$2.7M +$9.41K +62 +0.3%
BONST
1508
Bank of Nova Scotia Trust
Ontario, Canada
$2.69M +$561K +3,698 +26%
SHA
1509
Seneca House Advisors
Virginia
$2.68M -$330K -2,174 -11%
WPA
1510
Winning Points Advisors
Florida
$2.68M -$484K -3,306 -15%
DCM
1511
Donaldson Capital Management
Indiana
$2.67M -$945K -6,226 -26%
SW
1512
SlateStone Wealth
Florida
$2.67M -$89.5K -590 -3%
AFM
1513
Abbot Financial Management
Massachusetts
$2.67M -$61.3K -404 -2%
AO
1514
Advisor OS
Illinois
$2.66M +$252K +1,662 +10%
GEA
1515
Glen Eagle Advisors
New Jersey
$2.66M +$222K +1,462 +9%
CBT
1516
CoreFirst Bank & Trust
Kansas
$2.66M -$146K -959 -5%
WSCM
1517
Wellington Shields Capital Management
New York
$2.65M – – –
VHAM
1518
Van Hulzen Asset Management
California
$2.65M +$195K +1,283 +8%
GAG
1519
GM Advisory Group
New York
$2.65M +$356K +2,345 +16%
CT
1520
Clearstead Trust
Maine
$2.64M -$539K -3,573 -17%
SWM
1521
Sendero Wealth Management
Texas
$2.64M +$2.64M +17,405 New
CWM
1522
Calamos Wealth Management
Illinois
$2.64M -$73.9K -487 -3%
NP
1523
NorthRock Partners
Minnesota
$2.64M -$332K -2,186 -11%
AWE
1524
Avidian Wealth Enterprises
Texas
$2.64M -$2.97M -19,570 -53%
MCM
1525
Marathon Capital Management
Maryland
$2.62M -$231K -1,525 -8%
59 60
61
62 63