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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 %
CP
2576
Covenant Partners
Tennessee
$568K -$127K -857 -18%
MIAS
2577
Mason Investment Advisory Services
Virginia
$568K -$227K -1,526 -29%
AC
2578
AlphaCore Capital
California
$567K +$173K +1,165 +44%
JCM
2579
Jacobsen Capital Management
Utah
$567K +$567K +3,810 New
ACM
2580
Adalta Capital Management
New York
$566K
VCWA
2581
Vanguard Capital Wealth Advisors
Colorado
$566K -$12.2K -82 -2%
CM
2582
Castleark Management
Illinois
$565K
LFM
2583
LGT Fund Management
Liechtenstein
$565K +$10.7K +72 +2%
AP
2584
Adero Partners
California
$564K -$6.69K -45 -1%
FMP
2585
Financial Management Professionals
Texas
$564K +$44.6K +300 +9%
TWP
2586
Tower Wealth Partners
Pennsylvania
$563K +$446 +3 +0.1%
AFT
2587
Alpha Family Trust
California
$562K +$205K +1,380 +58%
JBA
2588
Johnson Bixby & Associates
Washington
$562K -$7.44K -50 -1%
GA
2589
Gateway Advisory
New Jersey
$561K
BZWA
2590
Blue Zone Wealth Advisors
California
$560K -$18.4K -124 -3%
NC
2591
NinePointTwo Capital
California
$559K -$11.3K -76 -2%
PCM
2592
Princeton Capital Management
New Jersey
$559K -$10.9K -73 -2%
NF
2593
Nvest Financial
New Hampshire
$558K +$60.2K +405 +12%
AWM
2594
Avondale Wealth Management
Texas
$557K +$44.6K +300 +9%
AIM
2595
AMI Investment Management
Indiana
$556K -$28.3K -190 -5%
CAWM
2596
Capital Advisors Wealth Management
Washington
$554K +$20.7K +139 +4%
VCG
2597
Vantage Consulting Group
Virginia
$552K +$47.7K +321 +9%
SA
2598
Syntax Advisors
New York
$552K +$47.7K +321 +9%
ECAM
2599
East Coast Asset Management
Massachusetts
$551K
HAS
2600
Holland Advisory Services
Florida
$551K +$149 +1 +0%