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Procter & Gamble
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Overview Fund Activity

3,358 hedge funds and large institutions have $227B invested in Procter & Gamble in 2023 Q1 according to their latest regulatory filings, with 161 funds opening new positions, 1,470 increasing their positions, 1,363 reducing their positions, and 112 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,358
Holders Change
-25
Holders Change %
-0.74%
% of All Funds
53.75%
Holding in Top 10
283
Holding in Top 10 Change
-52
Holding in Top 10 Change %
-15.52%
% of All Funds
4.53%
New
161
Increased
1,470
Reduced
1,363
Closed
112
Calls
$2.48B
Puts
$1.63B
Net Calls
+$853M
Net Calls Change
-$317M

Top Buyers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$1.08B
2
DZ Bank
DZ Bank
Germany
+$421M
3
Cerity Partners
Cerity Partners
New York
+$385M
4
BlackRock
BlackRock
New York
+$321M
5
Goldman Sachs
Goldman Sachs
New York
+$281M

Top Sellers

1
State Street
State Street
Massachusetts
-$469M
2
Capital International Investors
Capital International Investors
California
-$393M
3
Barclays
Barclays
United Kingdom
-$335M
4
AllianceBernstein
AllianceBernstein
Tennessee
-$312M
5
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$269M
Name Holding Trade Value Shares
Change 		Shares
Change %
NWM
1801
Northcape Wealth Management
New York
$1.63M +$1.27M +8,554 +351%
WFI
1802
West Family Investments
California
$1.63M -$205K -1,377 -11%
FBFS
1803
First Business Financial Services
Wisconsin
$1.63M – – –
XF
1804
XML Financial
Maryland
$1.62M -$6.25K -42 -0.4%
LWMG
1805
Levy Wealth Management Group
Pennsylvania
$1.62M +$1.64K +11 +0.1%
MSWM
1806
McGlone Suttner Wealth Management
Wisconsin
$1.62M +$33K +222 +2%
DAM
1807
Diamant Asset Management
Connecticut
$1.62M – – –
AIM
1808
Arcadia Investment Management
Michigan
$1.62M -$7.58K -51 -0.5%
NWMG
1809
National Wealth Management Group
Ohio
$1.62M -$262K -1,681 -14%
OP
1810
ORG Partners
Indiana
$1.62M +$1.62M +10,857 New
IA
1811
Insight Advisors
Pennsylvania
$1.62M -$310K -2,087 -16%
SIC
1812
Samalin Investment Counsel
New York
$1.61M +$2.53K +17 +0.2%
LIM
1813
Longfellow Investment Management
Massachusetts
$1.61M +$1.25M +8,398 +348%
AFP
1814
Ausdal Financial Partners
Iowa
$1.61M +$5.2K +35 +0.3%
VT
1815
Vise Technologies
New York
$1.61M +$365K +2,455 +29%
B
1816
Bridgeworth
Alabama
$1.61M +$12.9K +87 +0.8%
BIAS
1817
Beacon Investment Advisory Services
New Jersey
$1.6M -$76.9K -517 -5%
SFB
1818
STAR Financial Bank
Indiana
$1.6M +$6.25K +42 +0.4%
CWM
1819
Catalyst Wealth Management
Georgia
$1.59M +$66.3K +446 +4%
HI
1820
Hudock Inc
Pennsylvania
$1.58M -$42.2K -284 -3%
CA
1821
Carson Advisory
Georgia
$1.58M -$55.2K -371 -3%
PCG
1822
Prosperity Consulting Group
Maryland
$1.58M -$78.8K -530 -5%
BWM
1823
Baystate Wealth Management
Massachusetts
$1.58M +$8.92K +60 +0.6%
FWM
1824
ForthRight Wealth Management
Georgia
$1.58M -$20.1K -135 -1%
NW
1825
Naviter Wealth
Arkansas
$1.58M +$2.53K +17 +0.2%
71 72
73
74 75