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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 %
CSWG
2351
Cardinal Strategic Wealth Guidance
Kentucky
$810K -$8.33K -55 -1%
WAL
2352
W Advisors LLC
Tennessee
$806K +$152 +1 +0%
CIP
2353
Convergence Investment Partners
Florida
$805K -$38.1K -251 -5%
CHJWM
2354
Carlton Hofferkamp & Jenks Wealth Management
Texas
$804K -$10.6K -68 -1%
CP
2355
Coho Partners
Pennsylvania
$803K
HP
2356
Hilltop Partners
Indiana
$799K +$48.6K +320 +6%
KWM
2357
Kolinsky Wealth Management
New Jersey
$798K -$12.1K -81 -1%
MIM
2358
Morningstar Investment Management
Illinois
$798K
PPC
2359
Park Place Capital
Alabama
$797K +$10.5K +69 +1%
KA
2360
Kozak & Associates
Colorado
$796K +$3.97K +26 +0.5%
TPW
2361
Transatlantique Private Wealth
New York
$796K +$541K +3,567 +213%
GAAM
2362
Guinness Atkinson Asset Management
California
$795K +$173K +1,140 +28%
RWG
2363
Ratio Wealth Group
Colorado
$795K +$795K +5,240 New
AIA
2364
Alera Investment Advisors
Illinois
$795K -$43.2K -285 -5%
WEPOG
2365
Wealth Enhancement & Preservation of GA
Georgia
$794K +$53.3K +351 +7%
WC
2366
Weil Company
California
$793K
GWM
2367
GDS Wealth Management
Texas
$791K -$13.7K -90 -2%
CGFA
2368
Colton Groome Financial Advisors
North Carolina
$791K +$127K +835 +19%
PAM
2369
Peninsula Asset Management
Florida
$791K -$7.59K -50 -1%
BF
2370
Brogan Financial
Tennessee
$790K +$1.21K +8 +0.2%
WAG
2371
Windsor Advisory Group
Ohio
$788K
FBC
2372
Fairfield, Bush & Co
Connecticut
$787K +$467K +3,077 +146%
PIA
2373
Pinion Investment Advisors
Kansas
$786K +$29.9K +197 +4%
APW
2374
Austin Private Wealth
Texas
$786K +$94.7K +624 +14%
RGF
2375
Retirement Guys Formula
Ohio
$785K +$4.86K +32 +0.6%