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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 %
CA
2926
Crumly & Associates
Illinois
$332K +$7.58K +51 +2%
JSA
2927
Jacobson & Schmitt Advisors
Wisconsin
$331K
AC
2928
Avenir Corporation
Virginia
$330K -$4.31K -29 -1%
RWI
2929
Red Wave Investments
Pennsylvania
$330K +$36.9K +248 +13%
WFMPM
2930
Woodley Farra Manion Portfolio Management
Indiana
$330K -$16.8K -113 -5%
LD
2931
Lipe & Dalton
New York
$329K
ZIG
2932
Zuckerman Investment Group
Illinois
$328K -$52.8K -355 -14%
YWM
2933
Yoder Wealth Management
California
$328K +$328K +2,207 New
ACM
2934
Alethea Capital Management
Washington
$327K -$74.3K -500 -19%
Edgewood Management
2935
Edgewood Management
Connecticut
$327K
NIM
2936
Nexus Investment Management
Ontario, Canada
$327K
WFC
2937
Western Financial Corp
California
$327K
CFO
2938
Collective Family Office
Pennsylvania
$326K -$8.92K -60 -3%
OAM
2939
Occidental Asset Management
California
$326K -$9.52K -64 -3%
WF
2940
Warner Financial
Maryland
$326K
WIA
2941
World Investment Advisors
California
$325K -$28.3K -190 -8%
SCM
2942
Shapiro Capital Management
Georgia
$325K
BWFA
2943
Baltimore-Washington Financial Advisors
Maryland
$323K -$68.8K -463 -18%
TC
2944
Trilogy Capital
California
$321K +$5.8K +39 +2%
GAM
2945
Grandview Asset Management
Pennsylvania
$321K +$11.2K +75 +4%
WCFA
2946
Walkner Condon Financial Advisors
Wisconsin
$321K +$6.24K +42 +2%
FNBOH
2947
First National Bank of Hutchinson
Kansas
$321K
RFP
2948
RCS Financial Planning
Maryland
$320K -$3.72K -25 -1%
RWG
2949
Regal Wealth Group
California
$319K
RF
2950
Rollins Financial
Georgia
$319K -$7.43K -50 -2%