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Procter & Gamble

3,623 hedge funds and large institutions have $254B invested in Procter & Gamble in 2024 Q1 according to their latest regulatory filings, with 228 funds opening new positions, 1,384 increasing their positions, 1,635 reducing their positions, and 115 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,623
Holders Change
+68
Holders Change %
+1.91%
% of All Funds
52.51%
Holding in Top 10
215
Holding in Top 10 Change
+13
Holding in Top 10 Change %
+6.44%
% of All Funds
3.12%
New
228
Increased
1,384
Reduced
1,635
Closed
115
Calls
$2.51B
Puts
$1.91B
Net Calls
+$603M
Net Calls Change
+$192M
Name Holding Trade Value Shares
Change
Shares
Change %
SWA
2526
Strata Wealth Advisors
Texas
$740K +$740K +4,563 New
IF
2527
Insight Folios
North Carolina
$740K -$62.5K -385 -8%
VCWA
2528
Vanguard Capital Wealth Advisors
Colorado
$740K -$48.8K -301 -6%
CWM
2529
Cahaba Wealth Management
Georgia
$739K -$8.76K -54 -1%
1WM
2530
1900 Wealth Management
Texas
$736K -$370K -2,280 -33%
HP
2531
Holistic Planning
Texas
$736K -$2.6K -16 -0.4%
CG
2532
Clifford Group
Massachusetts
$736K +$27.6K +170 +4%
BAM
2533
BOS Asset Management
Illinois
$734K
LF
2534
LifeSteps Financial
California
$733K -$23.4K -144 -3%
PCH
2535
PGIM Custom Harvest
New Jersey
$733K +$271K +1,672 +59%
APWM
2536
Argonautica Private Wealth Management
Massachusetts
$730K +$730K +4,500 New
MUAMU
2537
Mitsubishi UFJ Asset Management (UK)
United Kingdom
$730K
KOCAA
2538
Knights of Columbus Asset Advisors
Connecticut
$730K -$36.8K -227 -5%
AIM
2539
Acropolis Investment Management
Missouri
$729K -$127K -784 -15%
XSC
2540
X-Square Capital
Puerto Rico
$729K -$11.8K -72 -2%
AFIA
2541
America First Investment Advisors
Nebraska
$729K
QPWM
2542
Quadrant Private Wealth Management
Pennsylvania
$729K -$45.4K -280 -6%
ACP
2543
Aveo Capital Partners
Colorado
$728K +$34.7K +211 +5%
BCM
2544
Brown Capital Management
Maryland
$727K
DWM
2545
Dopkins Wealth Management
New York
$727K +$727K +4,481 New
SCA
2546
Sandy Cove Advisors
Massachusetts
$726K +$325K +2,001 +81%
4WM
2547
49 Wealth Management
Texas
$724K +$145K +905 +25%
AL
2548
ADE LLC
Maryland
$724K
LPAM
2549
Lodestar Private Asset Management
California
$723K -$54.2K -334 -7%
LF
2550
Lantz Financial
Illinois
$722K +$13.3K +82 +2%