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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 %
WI
2051
WrapManager Inc
California
$1.21M +$86.8K +595 +8%
CWM
2052
Centric Wealth Management
Illinois
$1.2M -$13.7K -94 -1%
SWA
2053
Sutton Wealth Advisors
Florida
$1.2M +$15.3K +105 +1%
MIM
2054
Moseley Investment Management
Florida
$1.2M +$1.17K +8 +0.1%
PIMG
2055
Patriot Investment Management Group
Tennessee
$1.2M -$1.28M -8,798 -52%
PGA
2056
Portland Global Advisors
Maine
$1.2M -$18.2K -125 -1%
KBC
2057
Key Bridge Compliance
$1.2M +$1.2M +8,212 New
WAS
2058
Wealth Advisory Solutions
Indiana
$1.2M +$1.2M +8,212 New
EWM
2059
EPG Wealth Management
Georgia
$1.2M -$84.6K -580 -7%
JDR
2060
Jay D. Rosenbaum
$1.2M -$38.1K -261 -3%
EWM
2061
Elmwood Wealth Management
California
$1.2M +$875 +6 +0.1%
DWM
2062
Dorchester Wealth Management
Quebec, Canada
$1.19M -$43.8K -300 -4%
SSW
2063
Smith Shellnut Wilson
Mississippi
$1.19M
CIM
2064
CIM Investment Management
Pennsylvania
$1.19M +$512K +3,510 +75%
TVWM
2065
Tower View Wealth Management
Wisconsin
$1.19M +$51.3K +352 +5%
MLA
2066
My Legacy Advisors
Oregon
$1.19M -$34.2K -231 -3%
AIM
2067
Arcadia Investment Management
Michigan
$1.19M
BKA
2068
Brick & Kyle Associates
Pennsylvania
$1.18M -$57.8K -396 -5%
AA
2069
Apriem Advisors
California
$1.18M -$75.6K -518 -6%
BHBT
2070
Burke & Herbert Bank & Trust
Virginia
$1.18M -$229K -1,568 -16%
KOC
2071
Koss-Olinger Consulting
Florida
$1.18M -$38.6K -265 -3%
LIM
2072
Longfellow Investment Management
Massachusetts
$1.17M +$729 +5 +0.1%
IDBONY
2073
Israel Discount Bank of New York
New York
$1.17M -$1.46K -10 -0.1%
GWP
2074
Gateway Wealth Partners
Wisconsin
$1.17M -$6.71K -46 -0.6%
CWAG
2075
Compton Wealth Advisory Group
Virginia
$1.17M