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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 %
TFCM
1901
Taylor Frigon Capital Management
Arizona
$1.49M -$48.1K -317 -3%
BB
1902
Bell Bank
North Dakota
$1.48M -$30.5K -201 -2%
PWM
1903
Palumbo Wealth Management
New York
$1.48M -$41.4K -273 -3%
APIM
1904
Agate Pass Investment Management
Washington
$1.48M +$181K +1,193 +14%
CRIG
1905
Charter Research & Investment Group
Connecticut
$1.47M
WGCA
1906
Wolf Group Capital Advisors
Virginia
$1.47M -$129K -899 -8%
MAM
1907
Mystic Asset Management
Rhode Island
$1.47M -$15.2K -100 -1%
CRWM
1908
Castle Rock Wealth Management
California
$1.47M +$86.7K +570 +6%
HI
1909
Harrington Investments
California
$1.47M -$19.3K -127 -1%
CS
1910
Capital Square
Tennessee
$1.46M +$44.6K +294 +3%
BHBT
1911
Burke & Herbert Bank & Trust
Virginia
$1.46M -$62.1K -409 -4%
RZH
1912
Relyea Zuckerberg Hanson
Connecticut
$1.46M +$39.3K +259 +3%
WP
1913
WealthSource Partners
California
$1.46M -$438K -2,885 -23%
HWM
1914
Hohimer Wealth Management
Washington
$1.46M -$910 -6 -0.1%
CIM
1915
CCLA Investment Management
United Kingdom
$1.46M
CFA
1916
Camarda Financial Advisors
Florida
$1.46M +$1.46M +9,592 New
SAM
1917
Secure Asset Management
Michigan
$1.45M +$45.8K +302 +3%
QIM
1918
Quest Investment Management
Oregon
$1.45M +$141K +926 +11%
WA1
1919
Wimmer Associates 1
California
$1.45M
MA
1920
MKT Advisors
California
$1.45M +$3.44K +22 +0.2%
WAM
1921
Walker Asset Management
Missouri
$1.45M +$607 +4 +0%
AFP
1922
Ausdal Financial Partners
Iowa
$1.44M -$195K -1,287 -12%
TCA
1923
Troluce Capital Advisors
Puerto Rico
$1.44M +$1.44M +9,510 New
BFG
1924
Beacon Financial Group
Texas
$1.44M -$37.3K -250 -3%
V
1925
ViaWealth
Kansas
$1.44M -$72.2K -476 -5%