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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 %
OC
2226
Oarsman Capital
Wisconsin
$952K -$3.36K -23 -0.4%
MPM
2227
Meritage Portfolio Management
Kansas
$951K -$59.6K -409 -6%
PWAM
2228
Pinnacle West Asset Management
Wyoming
$951K +$24.8K +170 +3%
BFM
2229
Boothbay Fund Management
New York
$951K -$160K -1,096 -14%
TNA
2230
True North Advisors
Texas
$950K +$33K +226 +4%
BPFA
2231
Barnes Pettey Financial Advisors
Mississippi
$948K
FHC
2232
First Heartland Consultants
Missouri
$948K +$16.5K +113 +2%
FDDB
2233
Fidelity D&D Bancorp
Pennsylvania
$946K +$946K +6,485 New
MAM
2234
Morse Asset Management
Connecticut
$943K +$81.2K +557 +9%
BWM
2235
BCS Wealth Management
Tennessee
$942K +$942K +6,462 New
RW
2236
Rede Wealth
Virginia
$941K -$84.4K -579 -8%
KS
2237
Karpas Strategies
Connecticut
$940K +$3.21K +22 +0.3%
CRWM
2238
Castle Rock Wealth Management
California
$940K -$447K -3,116 -32%
RSA
2239
River Street Advisors
Illinois
$938K +$61.7K +423 +7%
SC
2240
Savoie Capital
Illinois
$936K +$936K +6,414 New
JF
2241
JSF Financial
California
$934K -$8.46K -58 -0.9%
HGWM
2242
Horst & Graben Wealth Management
Oregon
$933K +$7.29K +50 +0.8%
MCM
2243
Morton Capital Management
California
$933K +$8.61K +59 +0.9%
EWM
2244
Evermay Wealth Management
Virginia
$932K +$9.77K +67 +1%
FA
2245
Financial Advisors
Massachusetts
$932K +$1.17K +8 +0.1%
FCMC
2246
Founders Capital Management (Connecticut)
Connecticut
$932K
GPA
2247
Garrison Point Advisors
California
$930K +$8.9K +61 +1%
QWM
2248
QP Wealth Management
New Jersey
$929K -$246K -1,688 -21%
IFWM
2249
Institute for Wealth Management
Colorado
$927K
SRC
2250
Sage Rhino Capital
California
$923K +$7.29K +50 +0.8%