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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 %
PD
2951
Planning Directions
Pennsylvania
$318K -$6.09K -41 -2%
LI
2952
Latash Investments
Alaska
$317K
WGAM
2953
Wilkinson Global Asset Management
New York
$316K -$30.5K -205 -9%
WF
2954
Whelan Financial
California
$316K +$55.8K +375 +21%
CHA
2955
Cooper/Haims Advisors
New York
$315K +$1.93K +13 +0.6%
PFWA
2956
Paces Ferry Wealth Advisors
Georgia
$315K +$16.4K +110 +5%
EIG
2957
Ellenbecker Investment Group
Wisconsin
$314K -$9.64K -65 -3%
DDPIC
2958
Deroy & Devereaux Private Investment Counsel
Michigan
$314K +$3.72K +25 +1%
OPW
2959
Oxler Private Wealth
New York
$314K +$2.08K +14 +0.7%
FBC
2960
Fairfield, Bush & Co
Connecticut
$313K
MWP
2961
Madison Wealth Partners
Wisconsin
$313K -$37.2K -250 -11%
ES
2962
ETF Store
Kansas
$313K +$7.51K +48 +2%
DCBT
2963
Dakota Community Bank & Trust
North Dakota
$309K +$3.27K +22 +1%
EIA
2964
Eldridge Investment Advisors
New Hampshire
$309K
CPC
2965
Congress Park Capital
New York
$309K
FWP
2966
Falcon Wealth Planning
California
$308K -$297 -2 -0.1%
CCB
2967
Cutter & Co Brokerage
Missouri
$307K -$161K -1,083 -34%
RFN
2968
RDA Financial Network
Iowa
$307K +$1.64K +11 +0.5%
BOS
2969
Bank of Stockton
California
$306K +$72.9K +490 +31%
RHJA
2970
Rice Hall James & Associates
California
$306K
PA
2971
Perennial Advisors
New York
$306K +$744 +5 +0.2%
VPP
2972
Vertex Planning Partners
Illinois
$305K -$181K -1,215 -37%
ICP
2973
Interchange Capital Partners
Pennsylvania
$305K +$305K +2,049 New
AA
2974
AlphaQ Advisors
Florida
$305K -$25K -168 -8%
TCM
2975
Towercrest Capital Management
Pennsylvania
$304K