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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 %
FCM
2701
Fourpath Capital Management
Oklahoma
$494K -$7.88K -53 -2%
SL
2702
Savior LLC
Massachusetts
$494K +$743 +5 +0.2%
BBWP
2703
Beacon Bridge Wealth Partners
Pennsylvania
$492K
SAM
2704
Synergy Asset Management
Washington
$491K -$10.3K -69 -2%
MPW
2705
Monterey Private Wealth
California
$490K +$1.34K +9 +0.3%
CFA
2706
Capstone Financial Advisors
Illinois
$485K +$6.54K +44 +1%
SHWM
2707
Smith & Howard Wealth Management
Georgia
$485K
MSCM
2708
McElhenny Sheffield Capital Management
Texas
$484K +$14.3K +96 +3%
DWP
2709
Destiny Wealth Partners
Florida
$483K -$8.18K -55 -2%
3F
2710
360 Financial
Minnesota
$483K +$28.5K +192 +6%
WSWA
2711
Warren Street Wealth Advisors
California
$483K +$31.2K +210 +7%
WWG
2712
West Wealth Group
California
$482K +$1.64K +11 +0.3%
IWA
2713
IVC Wealth Advisors
Pennsylvania
$481K -$4.91K -33 -1%
MCM
2714
Mendel Capital Management
Arkansas
$481K -$20.1K -135 -4%
AWS
2715
Arkfeld Wealth Strategies
Nebraska
$481K +$19.6K +130 +4%
BEAM
2716
Baker Ellis Asset Management
Washington
$479K -$35.7K -240 -7%
HFA
2717
High Falls Advisors
New York
$476K +$149K +1,000 +45%
FNWM
2718
Financial Network Wealth Management
Utah
$476K -$3.72K -25 -0.8%
BCM
2719
Basso Capital Management
Connecticut
$476K
EBWM
2720
Eagle Bluffs Wealth Management
Missouri
$476K +$476K +3,199 New
FAM
2721
Fenimore Asset Management
New York
$474K
AGP
2722
Autumn Glory Partners
Texas
$473K -$1.04M -7,004 -69%
CSC
2723
Caldwell Sutter Capital
California
$471K +$276K +1,859 +142%
HWM
2724
Hemington Wealth Management
Virginia
$471K +$297 +2 +0.1%
AFAS
2725
Acorn Financial Advisory Services
Virginia
$471K +$67.4K +453 +17%