PG icon

Procter & Gamble
PG

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 %
NSAM
1601
North Star Asset Management
Wisconsin
$2.26M -$35.4K -243 -2%
LA
1602
Lindenwold Advisors
Pennsylvania
$2.26M +$1.46K +10 +0.1%
TSWM
1603
Triangle Securities Wealth Management
North Carolina
$2.26M -$63.6K -436 -3%
TSW
1604
Thompson Siegel & Walmsley
Virginia
$2.26M -$11.5K -79 -0.5%
CHA
1605
Carmichael Hill & Associates
Maryland
$2.26M +$292 +2 +0%
HA
1606
HFG Advisors
Ohio
$2.26M +$6.86K +47 +0.3%
TAM
1607
Townsend Asset Management
North Carolina
$2.25M -$15.3K -105 -0.7%
PFBT
1608
Parkside Financial Bank & Trust
Missouri
$2.25M +$483K +3,310 +27%
CBNLCF
1609
Cognios Beta Neutral Large Cap Fund
Kansas
$2.24M -$143K -980 -6%
ILI
1610
Invesco LLC (Illinois)
Illinois
$2.24M +$155K +1,062 +7%
EF
1611
Exeter Financial
Arizona
$2.24M +$25.4K +174 +1%
MA
1612
Modus Advisors
Minnesota
$2.23M +$31.2K +214 +1%
AOWM
1613
Alpha Omega Wealth Management
Virginia
$2.23M -$83.9K -575 -4%
CAM
1614
Cacti Asset Management
Georgia
$2.23M – – –
LA
1615
LVW Advisors
New York
$2.23M -$833K -5,708 -27%
CC
1616
Cypress Capital
Tennessee
$2.22M -$93.1K -638 -4%
HCM
1617
Hall Capital Management
Rhode Island
$2.22M -$28.4K -195 -1%
RBA
1618
Richard Bernstein Advisors
New York
$2.22M -$7.8M -53,453 -78%
KIG
1619
Kowal Investment Group
Wisconsin
$2.22M +$49.4K +339 +2%
CPRC
1620
Consolidated Portfolio Review Corp
New York
$2.22M +$85.3K +585 +4%
ZIG
1621
Zullo Investment Group
Pennsylvania
$2.2M +$51.3K +352 +2%
PP
1622
Pegasus Partners
Wisconsin
$2.2M +$155K +1,064 +8%
EI
1623
Ethic Inc
New York
$2.2M +$407K +2,787 +23%
WFS
1624
Widmann Financial Services
Maryland
$2.2M +$172K +1,180 +9%
IIA
1625
ICW Investment Advisors
Arizona
$2.19M +$70.5K +483 +3%
63 64
65
66 67