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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 %
HVM
2226
Harvest Volatility Management
Connecticut
$958K +$4.7K +31 +0.5%
WCM
2227
Weik Capital Management
Pennsylvania
$957K -$30.3K -200 -3%
LSV Asset Management
2228
LSV Asset Management
Illinois
$956K -$121K -800 -11%
AA
2229
Addison Advisors
Vermont
$956K -$19.3K -127 -2%
KWM
2230
KFG Wealth Management
Indiana
$955K +$298K +1,966 +45%
APSI
2231
Asset Planning Services Inc
Louisiana
$954K
TNA
2232
True North Advisors
Texas
$954K +$140K +921 +17%
ODG
2233
O'Dell Group
Ohio
$953K +$113K +747 +13%
SRC
2234
Sage Rhino Capital
California
$953K +$152 +1 +0%
DA
2235
Dover Advisors
Virginia
$951K +$7.59K +50 +0.8%
MCM
2236
Magnolia Capital Management
New York
$951K
ARC
2237
Advisor Resource Council
Texas
$948K -$402K -2,652 -30%
EP
2238
Edgestream Partners
New Jersey
$947K -$6.33M -41,739 -87%
GG
2239
Greenwood Gearhart
Arkansas
$945K -$49.3K -325 -5%
CBB
2240
Citizens Business Bank
California
$944K +$291K +1,920 +45%
FSC
2241
Full Sail Capital
Oklahoma
$942K +$6.53K +43 +0.7%
TLCM
2242
Twin Lakes Capital Management
California
$939K +$787 +7 +0.1%
PSP
2243
Principal Street Partners
Tennessee
$939K +$31.9K +210 +4%
SIS
2244
Sound Income Strategies
Florida
$937K +$169K +1,117 +22%
BIM
2245
Baldwin Investment Management
Pennsylvania
$937K -$45.5K -300 -5%
CBFP
2246
Cedar Brook Financial Partners
Ohio
$935K -$25.3K -167 -3%
PIA
2247
Perennial Investment Advisors
California
$933K -$23.1K -152 -2%
SIS
2248
Strategic Investment Solutions
Illinois
$931K -$761K -5,287 -45%
PIM
2249
Provident Investment Management
Michigan
$928K
AA
2250
Alta Advisers
United Kingdom
$926K