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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 %
SA
2776
SL Advisors
New Jersey
$438K
LIM
2777
Loudon Investment Management
New Hampshire
$437K
SIA
2778
Sage Investment Advisers
New York
$435K +$149 +1 +0%
MAG
2779
Mayfair Advisory Group
Alabama
$435K -$36.8K -244 -8%
WFA
2780
WestHill Financial Advisors
California
$433K +$149 +1 +0%
PRWA
2781
Platte River Wealth Advisors
Colorado
$432K
AWM
2782
Accel Wealth Management
Iowa
$429K +$46.4K +312 +12%
AGC
2783
Aspen Grove Capital
Colorado
$429K +$105K +707 +32%
SFP
2784
Sandbox Financial Partners
Maryland
$428K +$12.3K +83 +3%
FMI
2785
F/M Investments
District of Columbia
$426K +$77.1K +523 +22%
AW
2786
Apricus Wealth
South Carolina
$426K -$192K -1,288 -31%
VFPW
2787
Vantage Financial Partners (Wisconsin)
Wisconsin
$425K +$1.64K +11 +0.4%
CFA
2788
Compass Financial Advisors
Indiana
$424K +$10.9K +73 +3%
BAM
2789
Bosun Asset Management
Illinois
$423K
LWM
2790
Lyell Wealth Management
California
$423K -$169K -1,135 -29%
WMP
2791
Wealth Management Partners
Arizona
$423K -$23.5K -158 -5%
FPCP
2792
Fort Point Capital Partners
California
$422K +$11.7K +79 +3%
CF
2793
Corrigan Financial
Rhode Island
$421K -$27.5K -185 -6%
GCP
2794
Gill Capital Partners
Colorado
$421K
Cohen & Steers
2795
Cohen & Steers
New York
$421K
I
2796
InceptionR
California
$419K +$419K +2,821 New
GFP
2797
Guardian Financial Partners
California
$419K +$2.68K +18 +0.6%
TCWM
2798
Total Clarity Wealth Management
Illinois
$419K -$147K -986 -26%
SCG
2799
Sonata Capital Group
Washington
$419K
PTC
2800
Provident Trust Company
Wisconsin
$416K