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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 %
TIA
1851
Tandem Investment Advisors
South Carolina
$1.55M -$37.8K -259 -2%
AT
1852
Arden Trust
Delaware
$1.54M -$1.48M -10,127 -49%
ISWM
1853
Independent Solutions Wealth Management
New York
$1.54M -$201K -1,380 -12%
CWA
1854
CJM Wealth Advisers
Virginia
$1.54M +$2.04K +14 +0.1%
SFG
1855
StrategIQ Financial Group
Indiana
$1.54M +$12.7K +87 +0.8%
B
1856
Bridgeworth
Alabama
$1.54M -$113K -778 -7%
KCM
1857
Kathmere Capital Management
Pennsylvania
$1.54M +$105K +722 +7%
MTIC
1858
Missouri Trust & Investment Company
Missouri
$1.54M +$351K +2,407 +30%
KGC
1859
Kennon-Green & Company
Ohio
$1.54M – – –
SP
1860
Successful Portfolios
Florida
$1.54M -$1.02K -7 -0.1%
SL
1861
Sentry LLC
Tennessee
$1.53M -$75.8K -520 -5%
KIA
1862
Knollwood Investment Advisory
Maryland
$1.53M – – –
PWM
1863
Pinnacle Wealth Management
California
$1.53M +$40.3K +276 +3%
ERIM
1864
Eagle Ridge Investment Management
Connecticut
$1.53M -$14.7K -101 -1%
LFA
1865
Lauterbach Financial Advisors
Texas
$1.52M -$58.8K -403 -4%
CA
1866
Carson Advisory
Georgia
$1.52M -$12.5K -86 -0.8%
PFA
1867
Pure Financial Advisors
California
$1.52M +$143K +979 +10%
IP
1868
Isthmus Partners
Wisconsin
$1.52M +$153K +1,051 +11%
HCM
1869
Hutchinson Capital Management
California
$1.52M -$104K -710 -6%
BFC
1870
Blue Fin Capital
Rhode Island
$1.51M -$22.2K -152 -1%
FDS
1871
Freedom Day Solutions
Texas
$1.51M +$2.33K +16 +0.2%
JSL
1872
JT Stratford LLC
Georgia
$1.51M -$83K -569 -5%
6F
1873
626 Financial
Michigan
$1.51M -$29K -199 -2%
WAG
1874
Winthrop Advisory Group
Massachusetts
$1.51M -$50.8K -348 -3%
HCM
1875
HMS Capital Management
Tennessee
$1.51M -$39.5K -271 -3%
73 74
75
76 77