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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 %
LPAM
2426
Lodestar Private Asset Management
California
$728K +$5.11K +35 +0.7%
APG
2427
Abacus Planning Group
South Carolina
$725K -$10.2K -70 -1%
OIA
2428
Optimum Investment Advisors
Illinois
$724K +$146 +1 +0%
CIG
2429
Cascade Investment Group
Colorado
$722K
ICP
2430
Ironvine Capital Partners
Nebraska
$721K
WCWM
2431
Willow Creek Wealth Management
California
$720K -$1.02K -7 -0.1%
ES
2432
Eagle Strategies
New York
$720K -$146 -1 -0%
XC
2433
XY Capital
Hong Kong
$719K +$719K +4,929 New
SIM
2434
SSI Investment Management
California
$718K -$6.56K -45 -0.9%
RWM
2435
Revisor Wealth Management
Ohio
$717K +$71.8K +492 +11%
EDRIA
2436
Edmonds Duncan Registered Investment Advisors
Kansas
$715K +$63.4K +435 +10%
SDAM
2437
Shulman DeMeo Asset Management
New York
$715K -$9.48K -65 -1%
MIC
2438
Meridian Investment Counsel
California
$715K -$17.2K -118 -2%
TWP
2439
Tower Wealth Partners
Pennsylvania
$713K +$5.54K +38 +0.8%
TCCM
2440
Timber Creek Capital Management
Massachusetts
$710K -$438 -3 -0.1%
SIA
2441
Schear Investment Advisers
Ohio
$710K -$22.9K -157 -3%
CCFM
2442
Clear Creek Financial Management
Washington
$709K +$9.77K +67 +1%
VCWA
2443
Vanguard Capital Wealth Advisors
Colorado
$708K +$142K +976 +25%
KOCAA
2444
Knights of Columbus Asset Advisors
Connecticut
$706K -$11.1M -76,435 -94%
TIM
2445
Tortoise Investment Management
New York
$705K +$875 +6 +0.1%
RIA
2446
Richwood Investment Advisors
Ohio
$705K -$11.1K -76 -2%
WP
2447
WealthPLAN Partners
Nebraska
$704K +$79.3K +544 +13%
MAWA
2448
Moss Adams Wealth Advisors
Washington
$704K +$262K +1,795 +59%
LAIC
2449
Lederer & Associates Investment Counsel
California
$703K -$903K -6,197 -56%
AP
2450
Adero Partners
California
$703K +$128K +878 +22%