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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 %
HIA
2176
HTG Investment Advisors
Connecticut
$1M -$155K -1,060 -13%
AIM
2177
Aspen Investment Management
Michigan
$1M -$9.04K -62 -0.9%
BDFN
2178
Bond & Devick Financial Network
Minnesota
$1M
HCM
2179
Hodges Capital Management
Texas
$1M +$1M +6,860 New
AAG
2180
Armstrong Advisory Group
Massachusetts
$1M -$19.5K -134 -2%
CF
2181
Cantor Fitzgerald
New York
$1M -$19.3K -132 -2%
RCG
2182
Resource Consulting Group
Florida
$997K
NP
2183
Nilsine Partners
Colorado
$996K -$85.8K -588 -8%
DCM
2184
Dudley Capital Management
Virginia
$994K
SPWM
2185
Spartan Planning & Wealth Management
North Carolina
$992K +$992K +6,801 New
EBSAM
2186
Eubel Brady & Suttman Asset Management
Ohio
$992K +$1.02K +7 +0.1%
PSP
2187
Principal Street Partners
Tennessee
$991K +$88.1K +604 +10%
MSFP
2188
Mark Sheptoff Financial Planning
Connecticut
$991K -$7.29K -50 -0.7%
CPA
2189
Cardiff Park Advisors
California
$991K -$273K -1,871 -22%
KWM
2190
KFG Wealth Management
Indiana
$991K +$72.8K +499 +8%
MWM
2191
Merriman Wealth Management
Washington
$987K +$30.8K +211 +3%
FSA
2192
Financial Sense Advisors
California
$985K -$40.7K -279 -4%
RWP
2193
Revolve Wealth Partners
New Jersey
$984K +$21.1K +145 +2%
LB
2194
Legacy Bridge
Iowa
$982K -$32.8K -225 -3%
AAP
2195
Aristotle Atlantic Partners
Florida
$980K
ANB
2196
Amarillo National Bank
Texas
$979K
CSB
2197
City State Bank
Iowa
$979K -$29.2K -200 -3%
ZAM
2198
Zevin Asset Management
Massachusetts
$977K
PWA
2199
Phoenix Wealth Advisors
North Carolina
$973K +$8.9K +61 +0.9%
PWM
2200
Paulson Wealth Management
Illinois
$972K -$42K -288 -4%