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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 %
SRC
2626
Shufro Rose & Co
New York
$534K -$105K -708 -16%
MAM
2627
Montchanin Asset Management
Delaware
$534K
BFG
2628
Bouchey Financial Group
New York
$534K +$11.6K +78 +2%
MTWM
2629
Masso Torrence Wealth Management
New Jersey
$534K +$12.2K +82 +2%
MAM
2630
Meeder Asset Management
Ohio
$533K +$44.8K +301 +9%
MFC
2631
Morris Financial Concepts
South Carolina
$533K -$22.6K -152 -4%
LF
2632
Lantz Financial
Illinois
$533K -$27.8K -187 -5%
SFG
2633
Sovereign Financial Group
Connecticut
$533K +$297 +2 +0.1%
HSG
2634
Helen Stephens Group
Texas
$532K +$7.58K +51 +1%
EA
2635
Emerald Advisors
Washington
$532K -$8.48K -57 -2%
EA
2636
Ellsworth Advisors
Ohio
$531K +$3.42K +23 +0.6%
PFA
2637
Pathway Financial Advisors
Vermont
$530K +$14.9K +100 +3%
MF
2638
Montis Financial
Massachusetts
$529K +$1.04K +7 +0.2%
KFP
2639
KB Financial Partners
New Jersey
$529K +$61K +410 +13%
CCG
2640
Coastwise Capital Group
California
$529K +$239K +1,608 +83%
BA
2641
Ballast Advisors
Minnesota
$527K +$4.46K +30 +0.9%
R
2642
Rebalance
California
$527K
TFA
2643
Trinity Financial Advisors
Ohio
$527K +$892 +6 +0.2%
OLA
2644
Oliver Luxxe Assets
New Jersey
$526K
FGP
2645
Foyston, Gordon, & Payne
Ontario, Canada
$525K
AAP
2646
Arax Advisory Partners
Colorado
$525K +$8.48K +57 +2%
ES
2647
Eagle Strategies
New York
$524K +$9.67K +65 +2%
ECM
2648
Elgethun Capital Management
South Dakota
$524K +$32.1K +216 +7%
FWM
2649
FSA Wealth Management
Massachusetts
$524K +$2.83K +19 +0.5%
VIM
2650
Vista Investment Management
Pennsylvania
$523K +$15.8K +106 +3%