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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 %
GJCM
1601
Grand Jean Capital Management
California
$2.3M – – –
GWM
1602
GSB Wealth Management
Connecticut
$2.3M -$103K -679 -4%
MCM
1603
Mainstay Capital Management
Michigan
$2.3M -$152K -1,000 -6%
JWM
1604
Jeppson Wealth Management
California
$2.3M -$93K -613 -4%
CA
1605
Continuum Advisory
Idaho
$2.29M +$39.1K +258 +2%
MA
1606
Modus Advisors
Minnesota
$2.29M +$110K +724 +5%
1WA
1607
180 Wealth Advisors
Washington
$2.29M +$195K +1,279 +9%
LIA
1608
LS Investment Advisors
Michigan
$2.28M -$167K -1,100 -7%
IW
1609
Imprint Wealth
South Carolina
$2.28M +$89.6K +590 +4%
AWA
1610
Arkadios Wealth Advisors
Georgia
$2.28M +$135K +892 +6%
PAG
1611
Private Advisory Group
Washington
$2.28M -$59K -389 -3%
EWA
1612
Exencial Wealth Advisors
Oklahoma
$2.28M +$33.1K +218 +1%
AF
1613
Aldebaran Financial
$2.28M -$310K -2,046 -12%
PL
1614
Perpetual Ltd
Australia
$2.27M – – –
PA
1615
PFW Advisors
Georgia
$2.27M +$2.27M +14,425 New
GBT
1616
Grove Bank & Trust
Florida
$2.26M -$4.55K -30 -0.2%
WDL
1617
Well Done LLC
Michigan
$2.25M -$129K -851 -5%
KIG
1618
Kowal Investment Group
Wisconsin
$2.25M +$2.73K +18 +0.1%
EF
1619
Exeter Financial
Arizona
$2.25M +$3.7K +25 +0.2%
MW
1620
Marcum Wealth
Ohio
$2.24M +$51.3K +338 +2%
GWM
1621
Guardian Wealth Management
Illinois
$2.24M +$55.5K +366 +3%
ZIG
1622
Zullo Investment Group
Pennsylvania
$2.24M -$17.3K -114 -0.8%
GIP
1623
Granite Investment Partners
California
$2.23M +$3.79K +25 +0.2%
FMB
1624
Field & Main Bank
Kentucky
$2.22M -$2.28K -15 -0.1%
CPRC
1625
Consolidated Portfolio Review Corp
New York
$2.22M +$60.4K +398 +3%
63 64
65
66 67