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Procter & Gamble
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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 %
FFA
1626
Farther Finance Advisors
California
$2.19M +$569K +3,904 +35%
JWM
1627
Jeppson Wealth Management
California
$2.17M -$34.1K -234 -2%
GBT
1628
Grove Bank & Trust
Florida
$2.17M – – –
WDL
1629
Well Done LLC
Michigan
$2.17M +$146 +1 +0%
GWM
1630
Guardian Wealth Management
Illinois
$2.16M +$7.88K +54 +0.4%
PMFA
1631
Plante Moran Financial Advisors
Michigan
$2.15M +$194K +1,333 +10%
WPA
1632
Winning Points Advisors
Florida
$2.15M -$524K -3,580 -20%
GIP
1633
Granite Investment Partners
California
$2.14M – – –
SQA
1634
Simon Quick Advisors
New Jersey
$2.14M +$65.3K +448 +3%
WC
1635
Wexford Capital
Florida
$2.13M +$2.13M +14,627 New
AFG
1636
Allegheny Financial Group
Pennsylvania
$2.13M +$126K +861 +6%
GWM
1637
GSB Wealth Management
Connecticut
$2.13M -$81.5K -559 -4%
FC
1638
Financial Council
Maryland
$2.13M +$9.04K +62 +0.4%
GSB
1639
Greenfield Savings Bank
Massachusetts
$2.12M -$1.31K -9 -0.1%
FMTCOCP
1640
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$2.11M -$15.6K -107 -0.7%
PA
1641
PFW Advisors
Georgia
$2.1M – – –
SL
1642
Salomon & Ludwin
Virginia
$2.1M +$19.1K +131 +0.9%
MRCM
1643
M&R Capital Management
New Jersey
$2.1M -$28.9K -198 -1%
EWA
1644
Exencial Wealth Advisors
Oklahoma
$2.1M -$93.8K -643 -4%
PTC
1645
Philadelphia Trust Company
Pennsylvania
$2.08M +$7.29K +50 +0.4%
GWA
1646
GGM Wealth Advisors
Maryland
$2.08M +$1.9K +13 +0.1%
BDS
1647
Banco de Sabadell
Florida
$2.08M -$169K -1,158 -8%
RC
1648
Reik & Co
New York
$2.07M -$193K -1,324 -9%
CCG
1649
Ceeto Capital Group
Florida
$2.07M +$43.8K +300 +2%
JF
1650
Jump Financial
Illinois
$2.07M +$1.87M +12,820 +941%
64 65
66
67 68