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 %
PIM
3051
Progressive Investment Management
Oregon
$268K +$268K +1,802 New
JAFL
3052
Jay A. Fishman Ltd
Michigan
$268K +$3.87K +26 +1%
HPM
3053
Hoxton Planning & Management
West Virginia
$267K -$15.2K -102 -5%
BAMCO Inc
3054
BAMCO Inc
New York
$267K
CFG
3055
Compton Financial Group
Maryland
$267K +$149 +1 +0.1%
AFM
3056
Andesa Financial Management
Pennsylvania
$267K +$40.4K +1,372 +18%
CAM
3057
Claret Asset Management
Quebec, Canada
$266K +$22.3K +150 +9%
SFWC
3058
Strategic Family Wealth Counselors
New Jersey
$265K +$59K +397 +29%
MWA
3059
Motive Wealth Advisors
Michigan
$265K -$53.7K -361 -17%
HF
3060
Halpern Financial
Virginia
$264K -$2.97K -20 -1%
AFA
3061
American Financial Advisors
Georgia
$264K +$4.46K +30 +2%
MIA
3062
Milestone Investment Advisors
Wisconsin
$263K +$263K +1,772 New
GC
3063
Gibson Capital
Pennsylvania
$263K
OMC
3064
Overbrook Management Corp
New York
$261K
RCA
3065
Reitz Capital Advisors
Michigan
$261K
GCA
3066
Gradient Capital Advisors
California
$261K +$10.1K +68 +4%
FWM
3067
Fingerlakes Wealth Management
New York
$261K +$26.2K +176 +11%
CP
3068
Castleview Partners
Texas
$260K +$6.39K +43 +3%
CWA
3069
Canvas Wealth Advisors
Kansas
$260K -$50.7K -324 -16%
MRWM
3070
ML&R Wealth Management
Texas
$260K +$37.3K +251 +17%
IWP
3071
Innova Wealth Partners
Pennsylvania
$259K
CSIA
3072
Charles Schwab Investment Advisory
California
$258K +$5.06K +34 +2%
MCA
3073
Magnolia Capital Advisors
Mississippi
$258K -$6.54K -44 -2%
RMSCM
3074
R.M. Sincerbeaux Capital Management
New York
$258K
LWMNY
3075
Landmark Wealth Management (New York)
New York
$258K +$6.24K +42 +2%