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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 %
PPWM
1876
Paragon Private Wealth Management
Kentucky
$1.54M +$53.9K +355 +4%
CWM
1877
Compass Wealth Management
Connecticut
$1.54M -$1.37K -9 -0.1%
NCM
1878
Novare Capital Management
North Carolina
$1.54M +$4.1K +27 +0.3%
WI
1879
Wintrust Investments
Illinois
$1.54M -$70K -461 -4%
SFG
1880
SNS Financial Group
Minnesota
$1.53M -$3.95K -26 -0.3%
FBB
1881
Fulton Breakefield Broenniman
Maryland
$1.53M +$16.5K +109 +1%
NRI
1882
NFP Retirement Inc
California
$1.53M -$16.5K -109 -1%
TFM
1883
TFC Financial Management
Massachusetts
$1.53M -$3.37M -22,199 -69%
JWM
1884
Janiczek Wealth Management
Colorado
$1.53M +$1.82K +12 +0.1%
CCM
1885
Cinctive Capital Management
New York
$1.52M +$1.52M +10,016 New
GFPC
1886
Global Financial Private Client
Florida
$1.52M +$786K +5,155 +107%
HCP
1887
Hexagon Capital Partners
Arkansas
$1.52M -$6.98K -46 -0.5%
AA
1888
Advisory Alpha
Michigan
$1.51M +$52.7K +347 +4%
OA
1889
Oxbow Advisors
Texas
$1.51M
AWA
1890
Aaron Wealth Advisors
Illinois
$1.51M +$59.5K +392 +4%
SGK
1891
Steigerwald Gordon & Koch
Virginia
$1.5M -$6.22K -41 -0.4%
WPC
1892
White Pine Capital
Minnesota
$1.5M -$47K -310 -3%
PWMG
1893
Prestige Wealth Management Group
New Jersey
$1.49M -$1.87M -12,352 -56%
WP
1894
WealthShield Partners
North Carolina
$1.49M +$18.7K +123 +1%
WE
1895
Wealth Effects
Massachusetts
$1.49M -$1.21K -8 -0.1%
WC
1896
Whitney & Co
New York
$1.49M -$23.5K -155 -2%
KCM
1897
Kathmere Capital Management
Pennsylvania
$1.49M -$42.9K -283 -3%
AC
1898
Apella Capital
Connecticut
$1.49M +$1.49M +9,818 New
KA
1899
KLCM Advisors
Wisconsin
$1.49M +$76.3K +503 +5%
CGH
1900
CMG Global Holdings
Texas
$1.49M