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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 %
BWM
1651
BNC Wealth Management
Oregon
$2.07M +$32.4K +222 +2%
WEG
1652
World Equity Group
Illinois
$2.07M +$991K +6,587 +92%
SAM
1653
S.A. Mason
Michigan
$2.07M +$1.31K +9 +0.1%
APWM
1654
Atlas Private Wealth Management
New York
$2.06M +$52.7K +361 +3%
CFAM
1655
Center For Asset Management
Florida
$2.06M -$6.27K -43 -0.3%
BI
1656
Ballast Inc
Kentucky
$2.06M +$59.5K +408 +3%
M1FG
1657
Mach-1 Financial Group
Arkansas
$2.05M +$1.75M +12,004 +584%
ECU
1658
Eisler Capital (US)
New York
$2.05M +$1.51M +10,358 +281%
NG
1659
Northstar Group
New York
$2.05M -$7.88K -54 -0.4%
CFS
1660
Commonwealth Financial Services
West Virginia
$2.04M +$2.04M +13,998 New
AM
1661
AGF Management
Ontario, Canada
$2.04M -$813K -5,572 -28%
SFP
1662
Sweet Financial Partners
Minnesota
$2.04M +$53.7K +368 +3%
TWM
1663
TLW Wealth Management
Florida
$2.03M -$44.8K -307 -2%
CFA
1664
CWS Financial Advisors
Michigan
$2.03M -$20.4K -140 -1%
CW
1665
Channel Wealth
California
$2.03M +$238K +1,631 +13%
OWP
1666
Obermeyer Wealth Partners
Colorado
$2.03M +$65.9K +452 +3%
AF
1667
Aldebaran Financial
$2.03M -$163K -1,120 -7%
NPT
1668
Nixon Peabody Trust
Massachusetts
$2.03M +$14.6K +100 +0.7%
HDIM
1669
Hanson & Doremus Investment Management
Vermont
$2.03M – – –
TPA
1670
Trivium Point Advisory
Connecticut
$2.02M -$17.5K -120 -0.9%
MW
1671
Marcum Wealth
Ohio
$2.02M -$131K -900 -6%
TH
1672
Team Hewins
California
$2.02M +$2.02M +13,858 New
CA
1673
Continuum Advisory
Idaho
$2.02M -$186K -1,277 -8%
GWSG
1674
GPS Wealth Strategies Group
Colorado
$2.02M +$69.4K +476 +4%
GC
1675
Guidance Capital
Kentucky
$2.02M +$14.8K +102 +0.7%
65 66
67
68 69