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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 %
EI
2851
Ellevest Inc
New York
$384K -$1.93K -13 -0.5%
WCG
2852
Weaver Consulting Group
California
$383K +$17.5K +118 +5%
KWS
2853
Keystone Wealth Services
California
$381K +$9.96K +67 +3%
APS
2854
American Planning Services
Florida
$378K
IIC
2855
Integrated Investment Consultants
Michigan
$377K -$32.9K -221 -8%
MS
2856
Madden Securities
Texas
$376K -$1.93K -13 -0.5%
NO
2857
Ninety One
South Africa
$376K -$27.8K -188 -7%
IIA
2858
IPG Investment Advisors
California
$375K -$8.03K -54 -2%
SWM
2859
Seed Wealth Management
Illinois
$374K
SCM
2860
Silvant Capital Management
Georgia
$374K
SC
2861
Sepio Capital
Utah
$373K -$44.6K -300 -11%
TWA
2862
Tandem Wealth Advisors
Arizona
$372K -$2.23K -15 -0.6%
NPF
2863
Norris Perne & French
Michigan
$372K +$1.34K +9 +0.4%
FA
2864
Fagan Associates
New York
$370K -$1.64K -11 -0.4%
VFP
2865
Verus Financial Partners
Virginia
$370K +$466 +3 +0.1%
SFP
2866
Sterling Financial Planning
New Jersey
$369K
OWM
2867
OneAscent Wealth Management
Alabama
$369K -$231K -1,557 -39%
AFG
2868
Altiora Financial Group
Ohio
$368K
GSIS
2869
Global Strategic Investment Solutions
Arizona
$368K -$6.1K -41 -2%
MFS
2870
McNamara Financial Services
Massachusetts
$366K
MA
2871
Mezzasalma Advisors
New Jersey
$364K -$16.4K -110 -4%
CL
2872
COWA LLC
Oklahoma
$364K
AF
2873
Affiance Financial
Minnesota
$363K +$149 +1 +0%
KIC
2874
Keating Investment Counselors
Florida
$363K -$272K -1,830 -43%
PIFP
2875
Partners in Financial Planning
Virginia
$363K +$446 +3 +0.1%