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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 %
PK
1526
Pflug Koory
Nebraska
$2.61M -$10.6K -70 -0.4%
TWM
1527
Thrive Wealth Management
Pennsylvania
$2.59M +$97K +639 +4%
EHWM
1528
Eads & Heald Wealth Management
Georgia
$2.59M -$130K -856 -5%
HJGA
1529
Hardman Johnston Global Advisors
Connecticut
$2.59M – – –
MMG
1530
Monetary Management Group
Missouri
$2.59M – – –
PIMG
1531
Patriot Investment Management Group
Tennessee
$2.59M -$29.7K -196 -1%
CCWM
1532
Cassaday & Co Wealth Management
Virginia
$2.58M +$8.19K +54 +0.3%
AAIM
1533
American Assets Investment Management
California
$2.58M – – –
SP
1534
Symmetry Partners
Connecticut
$2.57M – – –
BOSSRA
1535
B.O.S.S. Retirement Advisors
Utah
$2.56M -$426K -2,805 -14%
FHB
1536
First Hawaiian Bank
Hawaii
$2.56M -$102K -669 -4%
GWCM
1537
Godshalk Welsh Capital Management
Pennsylvania
$2.55M -$19K -125 -0.7%
FUBT
1538
First United Bank & Trust
Maryland
$2.55M +$51.6K +340 +2%
TVAMP
1539
Tennessee Valley Asset Management Partners
Tennessee
$2.55M -$1.37K -9 -0.1%
MC
1540
Middleton & Co
Massachusetts
$2.55M +$105K +695 +4%
CGA
1541
Crescent Grove Advisors
Illinois
$2.54M -$42.3K -279 -2%
FSG
1542
Financial Strategies Group
Michigan
$2.54M +$667K +4,398 +36%
SIA
1543
Schechter Investment Advisors
Michigan
$2.53M +$6.98K +46 +0.3%
P
1544
&Partners
Tennessee
$2.53M +$71K +468 +3%
RCG
1545
Regatta Capital Group
California
$2.53M -$70.7K -466 -3%
CFD
1546
Creative Financial Designs
Indiana
$2.52M +$1.67K +11 +0.1%
WOC
1547
West Oak Capital
California
$2.51M -$87.1K -574 -3%
BW
1548
Bison Wealth
Georgia
$2.51M +$595K +3,921 +31%
IGGA
1549
Iron Gate Global Advisors
Utah
$2.49M +$607 +4 +0%
BCM
1550
Boltwood Capital Management
California
$2.49M -$138K -912 -5%
60 61
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