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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 %
CA
2201
Cambridge Advisors
Nebraska
$995K -$202K -1,330 -17%
MWM
2202
Merriman Wealth Management
Washington
$995K -$37.9K -250 -4%
OC
2203
Oarsman Capital
Wisconsin
$994K -$52.4K -345 -5%
E
2204
ETFidea
New York
$994K -$32.2K -212 -3%
LC
2205
Lincoln Capital
Nebraska
$993K
BP
2206
Broadleaf Partners
Ohio
$993K +$251K +1,652 +34%
CA
2207
Cortland Associates
Missouri
$990K -$194K -1,276 -16%
BPFA
2208
Barnes Pettey Financial Advisors
Mississippi
$987K
JFA
2209
JNBA Financial Advisors
Minnesota
$984K -$15.3K -101 -2%
JF
2210
JSF Financial
California
$980K -$33.2K -219 -3%
SFCL
2211
Strengthening Families & Communities LLC
Massachusetts
$980K +$243K +1,601 +33%
SM
2212
Sweeney & Michel
California
$979K -$19.6K -125 -2%
KS
2213
Karpas Strategies
Connecticut
$975K +$3.19K +21 +0.3%
FCMC
2214
Founders Capital Management (Connecticut)
Connecticut
$969K
FHC
2215
First Heartland Consultants
Missouri
$969K -$14.9K -98 -2%
FA
2216
Financial Advisors
Massachusetts
$968K -$37.8K -249 -4%
LFG
2217
Larson Financial Group
Missouri
$966K -$153K -1,010 -14%
IFWM
2218
Institute for Wealth Management
Colorado
$964K -$2.43K -16 -0.3%
TFF
2219
The Family Firm
Maryland
$964K +$1.52K +10 +0.2%
PWAM
2220
Pinnacle West Asset Management
Wyoming
$963K -$6.98K -46 -0.7%
HGWM
2221
Horst & Graben Wealth Management
Oregon
$963K +$3.79K +25 +0.4%
MW
2222
Marks Wealth
Maryland
$963K -$51.1K -337 -5%
MCM
2223
Morton Capital Management
California
$961K +$22.5K +148 +2%
EWM
2224
Evermay Wealth Management
Virginia
$960K -$135K -890 -12%
GPA
2225
Garrison Point Advisors
California
$958K -$12.1K -80 -1%