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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 %
SGWM
3076
Sterling Group Wealth Management
California
$258K +$258K +1,735 New
WFPG
3077
Waller Financial Planning Group
Ohio
$257K
BHWA
3078
Beacon Harbor Wealth Advisors
Virginia
$257K -$401K -2,700 -61%
GAA
3079
Global Assets Advisory
Florida
$257K
CCMW
3080
Cypress Capital Management (Wyoming)
Wyoming
$256K
SCP
3081
Shorepoint Capital Partners
Massachusetts
$256K -$121K -817 -32%
HIS
3082
Harvest Investment Services
Illinois
$256K -$844K -5,676 -77%
BWM
3083
BCGM Wealth Management
Indiana
$255K -$76K -511 -23%
RA
3084
Rodgers & Associates
Pennsylvania
$254K -$24.5K -165 -9%
HFS
3085
Howard Financial Services
Texas
$254K +$6.69K +45 +3%
MC
3086
Miramar Capital
Illinois
$254K -$81.2K -546 -24%
SHJ
3087
Sharkey, Howes & Javer
Colorado
$253K -$7.29K -49 -3%
IRC
3088
Investors Research Corp
Georgia
$253K
RWA
3089
Rooted Wealth Advisors
Illinois
$253K +$28.4K +188 +13%
NEPPG
3090
New England Professional Planning Group
Rhode Island
$253K -$6.5K -43 -3%
RC
3091
RBO & Co
California
$253K
AWA
3092
Aletheian Wealth Advisors
Washington
$252K +$35.7K +240 +16%
AWS
3093
AJ Wealth Strategies
New York
$252K +$2.97K +20 +1%
EA
3094
Echo45 Advisors
California
$252K +$22.5K +151 +10%
MWM
3095
Marion Wealth Management
Pennsylvania
$251K
SAM
3096
Shikiar Asset Management
New York
$251K +$251K +1,690 New
EWA
3097
Evolution Wealth Advisors
Florida
$250K +$51.7K +348 +26%
HCM
3098
Hilton Capital Management
New York
$250K -$20.5K -135 -8%
BWA
3099
Beam Wealth Advisors
Louisiana
$250K -$22.6K -152 -8%
MWM
3100
MinichMacGregor Wealth Management
New York
$250K -$2.38K -16 -0.9%