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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 %
CSA
2326
Cottage Street Advisors
Massachusetts
$837K +$303 +2 +0%
CWP
2327
Core Wealth Partners
California
$836K +$50.1K +330 +6%
QPWM
2328
Quadrant Private Wealth Management
Pennsylvania
$835K -$84.8K -559 -9%
SMWM
2329
Silvia McColl Wealth Management
California
$835K -$55.7K -367 -6%
IF
2330
Insight Folios
North Carolina
$834K -$31.7K -209 -4%
TCOO
2331
Trust Company of Oklahoma
Oklahoma
$832K -$66.5K -438 -7%
LT
2332
Legacy Trust
Michigan
$828K -$31.1K -205 -4%
GFG
2333
Goldstone Financial Group
Illinois
$826K -$18.8K -124 -2%
SPWM
2334
Schrum Private Wealth Management
Florida
$824K -$10K -66 -1%
HIG
2335
Heritage Investment Group
Florida
$823K +$66.8K +440 +9%
PPW
2336
Pasadena Private Wealth
California
$823K +$303 +2 +0%
PWMG
2337
Pinnacle Wealth Management Group
Michigan
$821K -$30.3K -200 -4%
KLI
2338
Kelman-Lazarov Inc
Tennessee
$821K +$16.4K +108 +2%
BWM
2339
Biltmore Wealth Management
Arizona
$821K +$821K +5,409 New
PIM
2340
Profit Investment Management
Maryland
$820K -$40.4K -266 -5%
PA
2341
Probity Advisors
Texas
$820K +$820K +5,403 New
SEM
2342
Strategic Equity Management
Arizona
$818K
LCM
2343
LCM Capital Management
Illinois
$816K +$11.7K +77 +1%
MFG
2344
Mainsail Financial Group
Washington
$815K -$47.5K -313 -6%
GB
2345
Goepper Burkhardt
South Carolina
$812K -$4.55K -30 -0.6%
ORC
2346
O'Rourke & Company
Massachusetts
$812K -$45.7K -301 -5%
LRIC
2347
Long Road Investment Counsel
Michigan
$812K
BSSFA
2348
Baron Silver Stevens Financial Advisors
Florida
$812K +$346K +2,278 +74%
PWP
2349
Phillips Wealth Planners
Mississippi
$812K -$46K -303 -5%
GSC
2350
Grey Street Capital
Illinois
$810K +$59.3K +391 +8%