PG icon

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 %
NQWM
2351
Northwest Quadrant Wealth Management
Oregon
$793K -$33.4K -229 -4%
PPC
2352
Park Place Capital
Alabama
$793K +$27K +185 +4%
SPWM
2353
Schrum Private Wealth Management
Florida
$793K +$583 +4 +0.1%
SCA
2354
Sandy Cove Advisors
Massachusetts
$790K -$30.2K -207 -4%
LA
2355
Lifeworks Advisors
Michigan
$790K -$87.9K -603 -10%
BLC
2356
Brown, Lisle/Cummings
Rhode Island
$789K +$34.6K +237 +5%
BWA
2357
Bordeaux Wealth Advisors
California
$788K -$44.3K -304 -5%
PA
2358
Probity Advisors
Texas
$788K
SEM
2359
Strategic Equity Management
Arizona
$786K
HP
2360
Hilltop Partners
Indiana
$784K +$16.5K +113 +2%
AWA
2361
Aletheian Wealth Advisors
Washington
$784K -$60.8K -417 -7%
PWMG
2362
Pinnacle Wealth Management Group
Michigan
$782K -$7.29K -50 -0.9%
PIA
2363
Pinion Investment Advisors
Kansas
$781K +$24.9K +171 +3%
GB
2364
Goepper Burkhardt
South Carolina
$781K
JF
2365
Joule Financial
Kentucky
$781K +$116K +797 +17%
LRIC
2366
Long Road Investment Counsel
Michigan
$780K
CHJWM
2367
Carlton Hofferkamp & Jenks Wealth Management
Texas
$780K
CWA
2368
CM Wealth Advisors
Ohio
$778K -$266K -1,750 -25%
CFD
2369
Creative Financial Designs
Indiana
$776K -$1.64M -11,267 -68%
CG
2370
Clarus Group
Texas
$775K -$42.3K -290 -5%
ORC
2371
O'Rourke & Company
Massachusetts
$774K -$6.42K -44 -0.8%
LT
2372
Legacy Trust
Michigan
$774K -$22.3K -153 -3%
TC
2373
Toews Corporation
New Jersey
$773K +$773K +5,300 New
MIM
2374
Morningstar Investment Management
Illinois
$773K +$6.56K +45 +0.9%
CP
2375
Coho Partners
Pennsylvania
$772K