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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 %
QPW
2401
Quantum Private Wealth
Florida
$763K
SIA
2402
Schear Investment Advisers
Ohio
$762K +$71K +468 +10%
FRA
2403
Front Row Advisors
California
$762K
MIC
2404
Meridian Investment Counsel
California
$761K
LC
2405
Lavaca Capital
Texas
$761K -$510K -3,358 -40%
BAM
2406
BOS Asset Management
Illinois
$759K -$15.9K -105 -2%
EFM
2407
Eley Financial Management
Vermont
$759K
GAM
2408
Gould Asset Management
California
$758K -$759 -5 -0.1%
CWM
2409
Cahaba Wealth Management
Georgia
$754K -$31.1K -205 -4%
SDAM
2410
Shulman DeMeo Asset Management
New York
$753K -$11.2K -74 -1%
SIM
2411
SSI Investment Management
California
$753K -$100K -662 -12%
HZ
2412
Hixon Zuercher
Ohio
$753K
CC
2413
Corton Capital
Ontario, Canada
$753K +$168K +1,108 +29%
OIA
2414
Optimum Investment Advisors
Illinois
$753K
LPAM
2415
Lodestar Private Asset Management
California
$752K -$1.52K -10 -0.2%
CIG
2416
Cascade Investment Group
Colorado
$751K +$30.3K +200 +4%
WCWM
2417
Willow Creek Wealth Management
California
$751K +$4.7K +31 +0.6%
ICP
2418
Ironvine Capital Partners
Nebraska
$750K
ES
2419
Eagle Strategies
New York
$749K +$214K +1,411 +40%
VP
2420
Verum Partners
North Carolina
$749K -$1.37K -9 -0.2%
TFCP
2421
Twin Focus Capital Partners
Massachusetts
$746K +$63.3K +417 +9%
RIA
2422
Richwood Investment Advisors
Ohio
$745K +$147K +968 +25%
SAM
2423
Sompo Asset Management
Japan
$744K +$12.1K +80 +2%
FNBOSM
2424
First National Bank of South Miami
Florida
$743K -$13.8K -91 -2%
TCB
2425
Texas Capital Bancshares
Texas
$741K +$17.9K +118 +2%