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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 %
CAGAS
2751
Capital Advisory Group Advisory Services
Minnesota
$451K +$45.2K +304 +11%
AF
2752
Alerus Financial
North Dakota
$451K +$7.88K +53 +2%
DTL
2753
Dynamic Technology Lab
Singapore
$449K +$449K +3,022 New
HWP
2754
Highline Wealth Partners
California
$449K -$6.84K -46 -2%
FW
2755
FirstPurpose Wealth
Utah
$449K +$108K +726 +32%
CG
2756
Clarus Group
Texas
$449K +$149 +1 +0%
PWA
2757
Physician Wealth Advisors
Utah
$448K +$151 +1 +0%
BAM
2758
Bellevue Asset Management
Washington
$448K +$7.59K +51 +2%
LA
2759
Latitude Advisors
Florida
$447K -$4.46K -30 -1%
CFG
2760
Carr Financial Group
Massachusetts
$447K -$11.2K -75 -2%
CWA
2761
Consilium Wealth Advisory
Texas
$446K
MCM
2762
McRae Capital Management
New Jersey
$446K -$7.44K -50 -2%
CWA
2763
Clearview Wealth Advisors
Oregon
$445K -$139K -938 -24%
TFO
2764
Tarbox Family Office
California
$444K
BFIC
2765
Bedell Frazier Investment Counselling
California
$443K
NF
2766
Norwood Financial
Pennsylvania
$442K
LCGC
2767
Legacy Capital Group California
California
$442K +$442K +2,973 New
SPP
2768
Single Point Partners
Massachusetts
$442K -$139K -936 -24%
MHR
2769
Matthew Hamilton Rosenberg
$441K -$23.8K -160 -5%
BIM
2770
Bullseye Investment Management
Ohio
$440K +$10.3K +69 +2%
SC
2771
Solstein Capital
California
$440K
LAS
2772
LWM Advisory Services
Florida
$439K +$10.9K +73 +3%
GWM
2773
Gitterman Wealth Management
New Jersey
$439K
OBGC
2774
O'Brien Greene & Co
Pennsylvania
$439K
DPI
2775
Diversified Portfolios Inc
Michigan
$438K +$22.3K +150 +5%