PG icon

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 %
CCA
3001
Childress Capital Advisors
Texas
$294K -$934K -6,281 -76%
VRM
3002
Vectors Research Management
New York
$293K -$4.17K -28 -1%
CFP
3003
Cypress Financial Planning
New Jersey
$293K
VAFP
3004
Vahanian & Associates Financial Planning
New York
$293K
CFA
3005
Cahill Financial Advisors
Minnesota
$292K +$292K +1,966 New
WAG
3006
Wallace Advisory Group
California
$291K +$291K +1,954 New
LFA
3007
Landmark Financial Advisors
Kentucky
$290K +$3.42K +23 +1%
TWA
3008
Trellis Wealth Advisors
California
$290K
HP
3009
HT Partners
Connecticut
$290K
WAOI
3010
Wealth Advisors of Iowa
Iowa
$290K +$149 +1 +0.1%
ODIJL
3011
One Day In July LLC
Vermont
$289K +$59.8K +402 +26%
FEM
3012
Fulcrum Equity Management
Texas
$289K +$34.8K +234 +14%
RDIA
3013
RE Dickinson Investment Advisors
Iowa
$288K
KHC
3014
Koesten Hirschmann & Crabtree
Kansas
$287K
ETIA
3015
Epic Trust Investment Advisors
Washington
$287K +$287K +1,932 New
TCM
3016
Tandem Capital Management
New Jersey
$287K -$1.19K -8 -0.4%
VF
3017
Vawter Financial
Ohio
$287K +$1.34K +9 +0.5%
BOM
3018
Bank of Marin
California
$287K
NWM
3019
Northwest Wealth Management
Iowa
$286K +$41.2K +277 +17%
SIM
3020
Sterling Investment Management
Arizona
$286K +$149 +1 +0.1%
ARG
3021
Advisory Resource Group
Oklahoma
$286K +$5.06K +34 +2%
LSA
3022
Lion Street Advisors
Texas
$285K +$285K +1,915 New
WAOTB
3023
Wealth Advisors of Tampa Bay
Florida
$284K -$14.9K -100 -5%
SL
3024
Sentinus LLC
Illinois
$284K +$284K +1,912 New
FNA
3025
First National Advisers
Nebraska
$284K +$22.2K +149 +8%