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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 %
CCA
1976
Cora Capital Advisors
New Jersey
$1.35M -$37.6K -248 -3%
OIM
1977
Opus Investment Management
Massachusetts
$1.35M
NL
1978
NVWM LLC
Pennsylvania
$1.35M +$1.06K +7 +0.1%
TRIA
1979
Trail Ridge Investment Advisors
Colorado
$1.35M -$59.8K -394 -4%
PCP
1980
Proficio Capital Partners
Massachusetts
$1.35M +$56.6K +373 +4%
MA
1981
MBA Advisors
Pennsylvania
$1.35M -$115K -758 -8%
KFP
1982
Keystone Financial Planning
Ohio
$1.34M +$163K +1,075 +14%
WIA
1983
Westbourne Investment Advisors
Maryland
$1.34M -$53.1K -350 -4%
IRAG
1984
Investment Research & Advisory Group
Georgia
$1.34M -$185K -1,218 -12%
LCS
1985
Levin Capital Strategies
New York
$1.34M +$28.2K +186 +2%
MIH
1986
Meitav Investment House
Israel
$1.34M
SAM
1987
Sawgrass Asset Management
Florida
$1.34M +$178K +1,173 +15%
NRG
1988
Nemes Rush Group
Michigan
$1.34M +$1.34M +8,824 New
IP
1989
Investment Partners
Ohio
$1.34M -$24K -158 -2%
EWM
1990
EPG Wealth Management
Georgia
$1.33M -$13K -86 -1%
HCA
1991
Harbour Capital Advisors
Virginia
$1.33M -$214K -1,400 -14%
MA
1992
MJP Associates
Connecticut
$1.33M -$42.9K -283 -3%
CST
1993
Charles Schwab Trust
Nevada
$1.33M +$9.55K +67 +0.7%
ACM
1994
Ategra Capital Management
Virginia
$1.32M -$79.2K -522 -6%
TW
1995
Towerpoint Wealth
California
$1.32M +$18.1K +119 +1%
CAMV
1996
Concord Asset Management (Virginia)
Virginia
$1.32M +$212K +1,394 +19%
BWA
1997
Burt Wealth Advisors
Maryland
$1.32M -$3.04K -20 -0.2%
WCM
1998
WealthBridge Capital Management
Ohio
$1.32M -$211K -1,391 -14%
CPA
1999
Cardiff Park Advisors
California
$1.31M +$260K +1,714 +25%
GLR
2000
Great Lakes Retirement
Ohio
$1.31M +$18.4K +121 +1%