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Procter & Gamble

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
Name Holding Trade Value Shares
Change
Shares
Change %
AFS
1826
Access Financial Services
Minnesota
$1.61M +$78K +535 +5%
SGI
1827
Summit Global Investments
Utah
$1.6M -$727K -4,985 -31%
SWM
1828
Segment Wealth Management
Texas
$1.6M -$8.7M -59,660 -84%
NWM
1829
Northcape Wealth Management
New York
$1.6M +$23.8K +163 +2%
LWMG
1830
Levy Wealth Management Group
Pennsylvania
$1.6M +$1.46K +10 +0.1%
DAM
1831
Diamant Asset Management
Connecticut
$1.59M
IWM
1832
Iams Wealth Management
Nebraska
$1.59M +$1.59M +10,899 New
DFCM
1833
Dark Forest Capital Management
Puerto Rico
$1.59M -$17.4K -119 -1%
LSPW
1834
Lake Street Private Wealth
Illinois
$1.58M -$35.3K -241 -2%
MCM
1835
Mainstay Capital Management
Michigan
$1.58M -$625K -4,284 -28%
AIA
1836
Armor Investment Advisors
North Carolina
$1.58M +$69.1K +474 +5%
WWP
1837
WR Wealth Planners
Missouri
$1.58M +$34.9K +239 +2%
FSCM
1838
Front Street Capital Management
Montana
$1.58M +$1.58M +10,807 New
MWM
1839
Massachusetts Wealth Management
Massachusetts
$1.58M -$32.8K -225 -2%
GC
1840
GFG Capital
Florida
$1.57M -$26.3K -180 -2%
JWM
1841
Janiczek Wealth Management
Colorado
$1.57M +$106K +728 +7%
CFA
1842
Camarda Financial Advisors
Florida
$1.57M +$167K +1,148 +12%
DAC
1843
Dividend Assets Capital
South Carolina
$1.57M -$45.9K -315 -3%
BIAS
1844
Beacon Investment Advisory Services
New Jersey
$1.56M
FWM
1845
ForthRight Wealth Management
Georgia
$1.55M +$2.04K +14 +0.1%
PPWM
1846
Paragon Private Wealth Management
Kentucky
$1.55M +$69.7K +478 +5%
CAMV
1847
Concord Asset Management (Virginia)
Virginia
$1.55M +$286K +1,961 +23%
WA
1848
Waddell & Associates
Tennessee
$1.55M +$438 +3 +0%
CBA
1849
Coastal Bridge Advisors
Connecticut
$1.55M +$36.9K +253 +2%
AWM
1850
Aberdeen Wealth Management
Illinois
$1.55M -$8.46K -58 -0.5%