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Procter & Gamble

3,358 hedge funds and large institutions have $227B invested in Procter & Gamble in 2023 Q1 according to their latest regulatory filings, with 161 funds opening new positions, 1,470 increasing their positions, 1,363 reducing their positions, and 112 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,358
Holders Change
-25
Holders Change %
-0.74%
% of All Funds
53.75%
Holding in Top 10
283
Holding in Top 10 Change
-52
Holding in Top 10 Change %
-15.52%
% of All Funds
4.53%
New
161
Increased
1,470
Reduced
1,363
Closed
112
Calls
$2.48B
Puts
$1.63B
Net Calls
+$853M
Net Calls Change
-$317M
Name Holding Trade Value Shares
Change
Shares
Change %
FM
2476
Family Management
New York
$658K -$67.1K -451 -9%
PCM
2477
Pointe Capital Management
Michigan
$658K +$24.1K +162 +4%
BCM
2478
Brown Capital Management
Maryland
$658K
KWM
2479
KFG Wealth Management
Indiana
$657K +$193K +1,272 +42%
GA
2480
Geller Advisors
New York
$654K +$91.9K +618 +16%
EFM
2481
E Fund Management
China
$653K -$29.7K -200 -4%
WP
2482
Waycross Partners
Kentucky
$652K
CGFA
2483
Colton Groome Financial Advisors
North Carolina
$651K +$97.7K +657 +18%
FZCM
2484
Flynn Zito Capital Management
New York
$651K -$21K -141 -3%
LRWA
2485
Long Run Wealth Advisors
New York
$650K +$7.88K +53 +1%
TIA
2486
Tiemann Investment Advisors
California
$648K -$23.8K -160 -4%
TA
2487
TruWealth Advisors
Louisiana
$648K -$30.8K -207 -5%
AR
2488
Apeiron RIA
Texas
$648K +$149 +1 +0%
PA
2489
PSI Advisors
Florida
$646K -$26.6K -179 -4%
TT
2490
TI-Trust
Illinois
$646K
RCA
2491
Ranch Capital Advisors
Florida
$646K -$10.3K -69 -2%
WCM
2492
Wedge Capital Management
North Carolina
$643K +$13.1K +88 +2%
SSW
2493
Stone Summit Wealth
Florida
$641K -$37.2K -250 -5%
PO
2494
Private Ocean
California
$641K +$9.22K +62 +1%
OCM
2495
Objective Capital Management
Ohio
$641K -$9.52K -64 -1%
CCIA
2496
Cherry Creek Investment Advisors
Colorado
$641K +$4.16K +28 +0.7%
FA
2497
Fountainhead AM
New Jersey
$640K -$9.67K -65 -1%
KCM
2498
KRS Capital Management
Michigan
$639K -$4.16K -28 -0.6%
CBB
2499
Citizens Business Bank
California
$639K -$743 -5 -0.1%
JJBC
2500
James J. Burns & Company
New York
$639K +$395K +2,652 +161%