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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 %
HSWM
2501
Hubbell Strickland Wealth Management
Louisiana
$638K +$16.2K +109 +3%
TWM
2502
Tanager Wealth Management
United Kingdom
$637K -$27.4K -184 -4%
CIA
2503
Citadel Investment Advisory
Ohio
$637K
GIM
2504
Greylin Investment Management
Virginia
$636K
LJAC
2505
L.J. Altfest & Co
New York
$635K -$297 -2 -0%
GWAG
2506
Garrett Wealth Advisory Group
Texas
$634K -$8.18K -55 -1%
BWM
2507
Boyd Wealth Management
California
$631K
CPA
2508
Capital Planning Advisors
California
$630K +$19.3K +130 +3%
EIA
2509
Edgemoor Investment Advisors
Maryland
$628K +$34.9K +235 +6%
NFSG
2510
Newbridge Financial Services Group
Florida
$624K +$55.6K +374 +10%
APA
2511
Astoria Portfolio Advisors
New York
$624K -$19.4K -129 -3%
TF
2512
Trek Financial
Arizona
$623K +$178K +1,194 +40%
SWA
2513
SOA Wealth Advisors
New York
$623K -$53.7K -361 -8%
MCP
2514
Mirador Capital Partners
California
$622K -$388K -2,608 -38%
KL
2515
KilterHowling LLC
Colorado
$622K -$20.8K -140 -3%
SA
2516
SRH Advisors
Kansas
$621K -$29.2K -196 -4%
TWM
2517
Tradition Wealth Management
Minnesota
$621K +$62.8K +422 +11%
OCPWS
2518
One Charles Private Wealth Services
Massachusetts
$619K -$9.67K -65 -2%
FOA
2519
Five Oceans Advisors
California
$618K -$14.6K -98 -2%
CNAM
2520
Campbell Newman Asset Management
Wisconsin
$617K
TC
2521
Tacita Capital
Ontario, Canada
$617K
ACM
2522
Armbruster Capital Management
New York
$617K -$56.7K -381 -8%
HR
2523
Howe & Rusling
New York
$614K -$24.5K -165 -4%
CF
2524
Clarity Financial
Texas
$612K -$7.08M -47,620 -92%
SCA
2525
Sandy Cove Advisors
Massachusetts
$610K