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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 %
RPGK
2651
Retirement Planning Group (Kansas)
Kansas
$522K -$3.72K -25 -0.7%
FFA
2652
Fi3 Financial Advisors
Indiana
$522K -$446 -3 -0.1%
NCM
2653
NCM Capital Management
New Jersey
$520K -$17.3K -116 -3%
MLFP
2654
MPS Loria Financial Planners
Illinois
$519K +$14.3K +96 +3%
BLAM
2655
Bourne Lent Asset Management
New York
$519K
IWA
2656
Intercontinental Wealth Advisors
Texas
$519K -$23K -155 -4%
KCFA
2657
Key Client Fiduciary Advisors
New Jersey
$518K +$19.6K +132 +4%
SBF
2658
Sara-Bay Financial
Florida
$518K -$2.68K -18 -0.5%
CFGSD
2659
Compass Financial Group (South Dakota)
South Dakota
$518K +$892 +6 +0.2%
MFT
2660
Moisand Fitzgerald Tamayo
Florida
$518K +$1.93K +13 +0.4%
FPWM
2661
FSB Premier Wealth Management
Iowa
$516K +$101K +679 +24%
BCG
2662
Breakwater Capital Group
New Jersey
$514K +$33.5K +225 +7%
OIM
2663
Orca Investment Management
Oregon
$513K +$595 +4 +0.1%
AF
2664
Apexium Financial
Texas
$512K +$149 +1 +0%
HWM
2665
HighMark Wealth Management
Minnesota
$511K +$2.68K +18 +0.5%
CPSC
2666
Carl P. Sherr & Co
Massachusetts
$511K
FDS
2667
First Dallas Securities
Texas
$511K +$1.04K +7 +0.2%
DSN
2668
D. Scott Neal
Kentucky
$511K
BCIM
2669
Bishop & Co Investment Management
Pennsylvania
$510K
PCA
2670
Prosperity Capital Advisors
Ohio
$510K +$11.3K +76 +2%
GCA
2671
Greenwood Capital Associates
South Carolina
$508K -$305K -2,052 -38%
OFW
2672
Omnia Family Wealth
Florida
$507K
EAM
2673
Empirical Asset Management
Massachusetts
$507K -$2.05M -13,763 -80%
KIA
2674
KLR Investment Advisors
Rhode Island
$506K -$73.6K -495 -13%
NA
2675
Nottingham Advisors
New York
$506K -$62K -417 -11%