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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 %
KPWG
2726
KFA Private Wealth Group
Virginia
$469K +$145K +978 +45%
EBA
2727
Eagle Bay Advisors
New York
$468K -$105K -706 -18%
RI
2728
Redwood Investments
Massachusetts
$468K
PWM
2729
Prentice Wealth Management
New York
$468K +$19.9K +134 +4%
HFM
2730
Hartford Funds Management
Pennsylvania
$468K +$12.9K +87 +3%
SC
2731
Schubert & Co
Texas
$468K -$12.6K -85 -3%
SWRP
2732
Summit Wealth & Retirement Planning
California
$465K +$47.9K +322 +11%
HBWM
2733
Hollow Brook Wealth Management
New York
$464K
T
2734
TCWP
Ohio
$464K -$156K -1,047 -25%
PCH
2735
PGIM Custom Harvest
New Jersey
$463K +$71.1K +478 +18%
REMPR
2736
Roof Eidam Maycock Peralta (REMP)
California
$463K -$446 -3 -0.1%
TA
2737
Tiedemann Advisors
New York
$462K -$4.91K -33 -1%
TIA
2738
Tandem Investment Advisors
South Carolina
$461K -$137K -922 -23%
PCMI
2739
Paradigm Capital Management Inc
New York
$461K
MC
2740
Machina Capital
France
$461K +$461K +3,100 New
EWA
2741
ERTS Wealth Advisors
Michigan
$460K -$101K -681 -18%
RIM
2742
Rockbridge Investment Management
New York
$459K -$4.91K -33 -1%
AWM
2743
Aprio Wealth Management
Georgia
$458K +$80.3K +540 +21%
BSSFA
2744
Baron Silver Stevens Financial Advisors
Florida
$457K -$14.7K -99 -3%
HBCM
2745
Heron Bay Capital Management
Michigan
$455K
FWM
2746
Focused Wealth Management
New York
$455K -$4.46K -30 -1%
OW
2747
Olistico Wealth
Oklahoma
$453K +$3.57K +24 +0.8%
PCFFS
2748
Pacific Center for Financial Services
California
$453K +$453K +3,044 New
PVH
2749
Psagot Value Holdings
Israel
$452K -$3.13M -21,463 -87%
SLWA
2750
San Luis Wealth Advisors
California
$452K +$452K +3,040 New