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Procter & Gamble

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
Name Holding Trade Value Shares
Change
Shares
Change %
CWP
1526
Concord Wealth Partners
Virginia
$2.55M +$180K +1,232 +8%
GLA
1527
Good Life Advisors
Pennsylvania
$2.55M +$626K +4,293 +33%
CWM
1528
Calamos Wealth Management
Illinois
$2.54M +$5.11K +35 +0.2%
SWM
1529
Sendero Wealth Management
Texas
$2.54M
VHAM
1530
Van Hulzen Asset Management
California
$2.54M -$12.5K -86 -0.5%
FCCM
1531
First City Capital Management
Georgia
$2.53M -$110K -751 -4%
MC
1532
Maverick Capital
Texas
$2.53M +$2.53M +17,349 New
CWM
1533
CCG Wealth Management
California
$2.52M -$678K -4,648 -21%
MCM
1534
Marathon Capital Management
Maryland
$2.52M +$8.02K +55 +0.3%
PB
1535
Pinnacle Bancorp
Nebraska
$2.51M -$291K -1,993 -10%
PK
1536
Pflug Koory
Nebraska
$2.5M -$2.77K -19 -0.1%
FHB
1537
First Hawaiian Bank
Hawaii
$2.5M +$40.4K +277 +2%
CGA
1538
Crescent Grove Advisors
Illinois
$2.5M +$57K +391 +2%
AFM
1539
Abbot Financial Management
Massachusetts
$2.5M -$72.9K -500 -3%
MMG
1540
Monetary Management Group
Missouri
$2.49M
VCM
1541
Virtue Capital Management
Tennessee
$2.49M
CAS
1542
Coppell Advisory Solutions
Texas
$2.49M -$259K -1,712 -9%
AAIM
1543
American Assets Investment Management
California
$2.48M
MGWM
1544
Marks Group Wealth Management
Minnesota
$2.48M -$706K -4,839 -22%
VSQM
1545
V-Square Quantitative Management
Illinois
$2.48M +$358K +2,452 +17%
CBT
1546
CoreFirst Bank & Trust
Kansas
$2.48M -$78K -535 -3%
TVAMP
1547
Tennessee Valley Asset Management Partners
Tennessee
$2.45M +$729 +5 +0%
WAAG
1548
Wealth Alliance Advisory Group
Kansas
$2.45M +$128K +877 +6%
LIA
1549
LS Investment Advisors
Michigan
$2.45M +$249K +1,710 +11%
HJGA
1550
Hardman Johnston Global Advisors
Connecticut
$2.44M -$55.1K -378 -2%