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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 %
SFA
2876
Source Financial Advisors
New York
$362K +$41.3K +278 +13%
HIS
2877
Horizon Investment Services
Indiana
$362K -$59.5K -400 -14%
ML
2878
McAdam LLC
Pennsylvania
$361K +$9.07K +61 +3%
WCWM
2879
Wooster Corthell Wealth Management
Connecticut
$360K
TAM
2880
Tucker Asset Management
Colorado
$360K +$79.6K +535 +28%
BHWM
2881
Beaird Harris Wealth Management
Texas
$360K -$33.2K -223 -8%
GCA
2882
Guardian Capital Advisors
Ontario, Canada
$360K +$30.2K +200 +9%
WFA
2883
WMG Financial Advisors
Tennessee
$360K -$30.2K -196 -8%
CAL
2884
Capital Advisors Ltd
Ohio
$359K -$165K -1,107 -31%
RCM
2885
Rain Capital Management
Oregon
$359K -$8.03K -54 -2%
ACM
2886
AUA Capital Management
Pennsylvania
$358K
TIM
2887
Total Investment Management
Arizona
$357K
CWA
2888
Centennial Wealth Advisory
Michigan
$355K +$85.5K +575 +32%
AFP
2889
Alpha Financial Partners
Kentucky
$355K -$20.5K -138 -5%
CWM
2890
CarsonAllaria Wealth Management
Illinois
$353K -$11K -74 -3%
TCOK
2891
Trust Company of Kansas
Kansas
$353K +$14.9K +100 +4%
WW
2892
Waterfront Wealth
Kansas
$353K -$1.19K -8 -0.3%
MAM
2893
McLean Asset Management
Virginia
$352K -$59.8K -402 -15%
TP
2894
Tranquility Partners
Tennessee
$351K +$77.6K +522 +28%
PCM
2895
Passive Capital Management
Maryland
$349K +$22.3K +150 +7%
SPA
2896
Shore Point Advisors
New Jersey
$349K +$14.9K +100 +4%
PDM
2897
Penn Davis McFarland
Texas
$347K -$102K -688 -23%
FCMT
2898
Founders Capital Management (Texas)
Texas
$346K -$14.9K -100 -4%
TWA
2899
Talisman Wealth Advisors
New Jersey
$346K +$39.2K +264 +13%
PFM
2900
Peak Financial Management
Massachusetts
$346K