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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 %
VAG
3026
VisionPoint Advisory Group
Texas
$284K -$28.1K -181 -9%
VLC
3027
Van Leeuwen & Company
New Jersey
$283K +$41.6K +280 +17%
RWMH
3028
Riverpoint Wealth Management Holdings
Illinois
$283K +$44.5K +299 +19%
KBG
3029
Kahn Brothers Group
New York
$283K -$51.2K -344 -15%
CWG
3030
Crown Wealth Group
North Carolina
$280K -$30K -202 -10%
HC
3031
HNP Capital
New York
$278K -$4.16K -28 -1%
RB
3032
Richmond Brothers
Michigan
$278K -$25.6K -172 -8%
WWC
3033
Waypoint Wealth Counsel
Georgia
$277K +$25.6K +172 +10%
PWM
3034
PRW Wealth Management
Massachusetts
$275K
Fiera Capital (Canada)
3035
Fiera Capital (Canada)
Quebec, Canada
$274K -$29.1K -196 -10%
CAAM
3036
Cornerstone Advisors Asset Management
Pennsylvania
$274K -$14.9K -100 -5%
GSWM
3037
Greenup Street Wealth Management
Michigan
$272K +$14.9K +100 +6%
SCA
3038
Sippican Capital Advisors
Massachusetts
$272K
CC
3039
Capital Counsel
New York
$272K
MCA
3040
Maryland Capital Advisors
Maryland
$271K
CCA
3041
Cadent Capital Advisors
Oklahoma
$271K +$11K +74 +4%
WW
3042
Westshore Wealth
California
$271K +$5.5K +37 +2%
SWMG
3043
Signature Wealth Management Group
Georgia
$271K +$271K +1,822 New
MI
3044
Moneywise Inc
Virginia
$270K +$270K +1,819 New
HIF
3045
Hill Island Financial
Michigan
$270K -$31.3K -200 -10%
EFL
3046
ERn Financial LLC
Wisconsin
$270K
RA
3047
Rockingstone Advisors
Massachusetts
$269K -$6.69K -45 -2%
HP
3048
Hyperion Partners
Pennsylvania
$269K +$4.02K +27 +2%
WCA
3049
Waypoint Capital Advisors
Minnesota
$268K -$9.96K -67 -4%
UIA
3050
Ulland Investment Advisors
Minnesota
$268K