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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 %
SAM
2301
Sompo Asset Management
Japan
$843K +$128K +880 +18%
CWM
2302
Chemistry Wealth Management
New York
$842K -$22K -151 -3%
EA
2303
Eudaimonia Advisors
Tennessee
$841K -$20K -137 -2%
LNWTC
2304
Laird Norton Wetherby Trust Company
Washington
$841K +$94.8K +650 +13%
CEI
2305
Clark Estates Inc
New York
$839K
LC
2306
Lavaca Capital
Texas
$837K +$106K +730 +15%
PWP
2307
Perfromance Wealth Partners
Illinois
$837K
SSWM
2308
Sheets Smith Wealth Management
North Carolina
$835K +$146 +1 +0%
TFF
2309
The Family Firm
Maryland
$835K -$91.3K -626 -10%
VCM
2310
Vivaldi Capital Management
Illinois
$835K -$46.7K -320 -5%
AIM
2311
Alhambra Investment Management
Florida
$835K
AWA
2312
Amplius Wealth Advisors
Pennsylvania
$832K +$1.9K +13 +0.2%
HPCM
2313
Hunter Perkins Capital Management
Illinois
$832K
IR
2314
IAT Reinsurance
New York
$831K
AWAU
2315
Alliance Wealth Advisors (Utah)
Utah
$830K +$2.77K +19 +0.3%
CRC
2316
Curi RMB Capital
Illinois
$830K +$119K +817 +17%
VP
2317
Verum Partners
North Carolina
$830K +$110K +757 +15%
XWM
2318
Xcel Wealth Management
Florida
$830K +$139K +950 +20%
MFG
2319
Midwest Financial Group
Kansas
$826K +$7.29K +50 +0.9%
OP
2320
ORG Partners
Indiana
$826K -$424K -2,902 -34%
FA
2321
Fermata Advisors
California
$822K +$822K +5,635 New
PPW
2322
Pasadena Private Wealth
California
$822K +$31.1K +213 +4%
DWM
2323
Dechtman Wealth Management
Colorado
$821K +$2.19K +15 +0.3%
GAAM
2324
Guinness Atkinson Asset Management
California
$821K +$56K +384 +7%
LCM
2325
LCM Capital Management
Illinois
$820K +$35.3K +242 +4%