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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 %
KWM
2376
Kolinsky Wealth Management
New Jersey
$771K -$9.04K -62 -1%
SHFA
2377
SC&H Financial Advisors
Maryland
$770K -$67.1K -460 -8%
BSSFA
2378
Baron Silver Stevens Financial Advisors
Florida
$770K -$10.2K -70 -1%
BP
2379
BBR Partners
New York
$769K +$338K +2,316 +78%
KLI
2380
Kelman-Lazarov Inc
Tennessee
$769K -$20.3K -139 -3%
RFA
2381
Resurgent Financial Advisors
Georgia
$768K -$37K -254 -5%
GFG
2382
Goldstone Financial Group
Illinois
$768K -$26.1K -179 -3%
CWM
2383
Castle Wealth Management
Florida
$766K +$30.2K +207 +4%
RWG
2384
Ratio Wealth Group
Colorado
$764K
QFA
2385
Quantum Financial Advisors
California
$764K +$210K +1,439 +38%
CBFP
2386
Cedar Brook Financial Partners
Ohio
$764K -$135K -926 -15%
TPW
2387
Transatlantique Private Wealth
New York
$763K -$1.75K -12 -0.2%
VC
2388
Veracity Capital
Georgia
$763K -$1.02M -7,008 -57%
WC
2389
Weil Company
California
$762K
PIM
2390
Profit Investment Management
Maryland
$761K -$27.7K -190 -4%
PAM
2391
Peninsula Asset Management
Florida
$760K
GKWIM
2392
Gerber Kawasaki Wealth & Investment Management
California
$759K +$83.6K +573 +12%
BF
2393
Brogan Financial
Tennessee
$759K +$292 +2 +0%
KA
2394
Kozak & Associates
Colorado
$759K +$7.2K +50 +1%
BC
2395
Bridgefront Capital
Texas
$758K +$758K +5,194 New
WAG
2396
Windsor Advisory Group
Ohio
$757K
CWP
2397
Core Wealth Partners
California
$756K -$47.6K -326 -6%
HIG
2398
Heritage Investment Group
Florida
$752K -$38.6K -265 -5%
CM
2399
Columbus Macro
Pennsylvania
$751K -$94.8K -650 -11%
CSC
2400
Caldwell Sutter Capital
California
$751K -$2.77K -19 -0.4%