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Procter & Gamble

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
Name Holding Trade Value Shares
Change
Shares
Change %
BSAM
1826
Blue Square Asset Management
New York
$1.65M +$1.07M +7,048 +183%
SLFPAM
1827
St. Louis Financial Planners Asset Management
Missouri
$1.65M -$17.1K -113 -1%
ACI
1828
Alpha Cubed Investments
California
$1.65M -$188K -1,242 -10%
LFA
1829
Lauterbach Financial Advisors
Texas
$1.65M -$74.4K -490 -4%
TIA
1830
Tandem Investment Advisors
South Carolina
$1.65M +$1.18M +7,756 +250%
AFG
1831
AFS Financial Group
Maryland
$1.64M +$63.4K +418 +4%
NWM
1832
Northcape Wealth Management
New York
$1.64M -$29.9K -197 -2%
CWM
1833
Connecticut Wealth Management
Connecticut
$1.64M +$164K +1,079 +11%
WAG
1834
Winthrop Advisory Group
Massachusetts
$1.63M +$14.9K +98 +0.9%
BIAS
1835
Beacon Investment Advisory Services
New Jersey
$1.62M -$14.9K -98 -0.9%
AWM
1836
Aberdeen Wealth Management
Illinois
$1.62M -$59.8K -394 -4%
SFB
1837
STAR Financial Bank
Indiana
$1.62M -$16.2K -107 -1%
FWM
1838
ForthRight Wealth Management
Georgia
$1.62M +$2.12K +14 +0.1%
HCM
1839
HMS Capital Management
Tennessee
$1.61M +$15.8K +104 +1%
VT
1840
Vise Technologies
New York
$1.61M -$27.9K -184 -2%
WA
1841
Waddell & Associates
Tennessee
$1.61M +$3.34K +22 +0.2%
BG
1842
Benedetti & Gucer
Georgia
$1.61M +$28.5K +188 +2%
CP
1843
CenterBook Partners
Connecticut
$1.61M +$1.61M +10,596 New
WWP
1844
WR Wealth Planners
Missouri
$1.61M +$36.1K +238 +2%
GIP
1845
Greatmark Investment Partners
Georgia
$1.61M -$121K -800 -7%
6F
1846
626 Financial
Michigan
$1.6M -$83.3K -549 -5%
ERIM
1847
Eagle Ridge Investment Management
Connecticut
$1.6M
CWA
1848
CJM Wealth Advisers
Virginia
$1.6M +$2.12K +14 +0.1%
BFC
1849
Blue Fin Capital
Rhode Island
$1.6M +$3.79K +25 +0.2%
KGC
1850
Kennon-Green & Company
Ohio
$1.6M +$115K +760 +8%