PG icon

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 %
GAAM
2526
Guinness Atkinson Asset Management
California
$610K +$13.1K +88 +2%
T
2527
TRUADVICE
Florida
$610K +$328K +2,095 +116%
FC
2528
Forte Capital
New York
$608K -$4.02K -27 -0.7%
FAT
2529
First American Trust
California
$608K +$11.4K +77 +2%
HC
2530
Hoese & Co
Minnesota
$608K -$13.8K -100 -2%
SCA
2531
Stuart Chaussee & Associates
California
$608K +$1.04K +7 +0.2%
WLIM
2532
White Lighthouse Investment Management
Massachusetts
$608K +$149 +1 +0%
QFA
2533
Quantum Financial Advisors
California
$605K -$29.1K -196 -5%
AMC
2534
Asset Management Corp
Illinois
$605K -$51.4K -346 -8%
TA
2535
TrueWealth Advisors
Alabama
$605K +$50.6K +340 +9%
B
2536
Barings
North Carolina
$603K -$46.4K -312 -7%
AC
2537
ASB Consultores
Florida
$603K -$159K -1,069 -21%
TF
2538
TimeScale Financial
Massachusetts
$603K +$9.37K +63 +2%
SFS
2539
Security Financial Services
Indiana
$601K +$15.8K +106 +3%
FRM
2540
Fox Run Management
Connecticut
$600K +$600K +4,037 New
SWM
2541
Sugarloaf Wealth Management
Georgia
$600K +$26.5K +178 +5%
SWP
2542
Summit Wealth Partners
Florida
$600K -$25.1K -169 -4%
PCA
2543
Providence Capital Advisors
North Carolina
$599K -$182K -1,224 -23%
BHPW
2544
Beverly Hills Private Wealth
California
$598K +$387K +2,606 +184%
AWM
2545
Aspire Wealth Management
Massachusetts
$597K +$446 +3 +0.1%
PFC
2546
Phocas Financial Corp
California
$595K -$161K -1,080 -21%
TIM
2547
Tortoise Investment Management
New York
$595K
CC
2548
Callan Capital
California
$595K -$186K -1,250 -24%
MSE
2549
MUFG Securities EMEA
United Kingdom
$592K -$2.97K -20 -0.5%
AWM
2550
Angeles Wealth Management
California
$591K +$11K +74 +2%