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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 %
TPW
3101
Transatlantique Private Wealth
New York
$249K +$249K +1,677 New
AWA
3102
ARQ Wealth Advisors
Arizona
$249K +$3.87K +26 +2%
BFP
3103
Briaud Financial Planning
Texas
$249K +$39.5K +266 +19%
CWM
3104
Collaborative Wealth Management
Florida
$248K -$22.7K -153 -8%
AWM
3105
Avaii Wealth Management
Wisconsin
$248K -$297 -2 -0.1%
ACM
3106
Aljian Capital Management
Nevada
$247K +$16.4K +110 +7%
UFA
3107
US Financial Advisors
Massachusetts
$247K +$24.1K +162 +11%
AIA
3108
Arbor Investment Advisors
North Carolina
$246K -$4.01K -27 -2%
CCP
3109
Carmel Capital Partners
California
$245K +$245K +1,647 New
BIMC
3110
Benson Investment Management Company
Virginia
$244K
AW
3111
Alaethes Wealth
Nevada
$244K +$244K +1,644 New
RBC
3112
Roble Belko & Company
Pennsylvania
$244K
SI
3113
Saxon Interests
Texas
$243K -$446 -3 -0.2%
B
3114
Bensler
Washington
$243K -$33.7K -227 -12%
Commonwealth Equity Services
3115
Commonwealth Equity Services
Massachusetts
$243K +$3.18K +21,380 +1%
MC
3116
Matisse Capital
Oregon
$243K
WCM
3117
Wealthcare Capital Management
Virginia
$243K -$9.07K -61 -4%
MWA
3118
Martel Wealth Advisors
Washington
$242K
MVA
3119
Mount Vernon Associates
Maryland
$242K
TAIM
3120
TD Ameritrade Investment Management
Nebraska
$241K -$86.7K -584 -26%
PWA
3121
PCG Wealth Advisors
Kansas
$240K -$1.04K -7 -0.4%
HFW
3122
Horizon Family Wealth
Illinois
$239K +$595 +4 +0.2%
VBWMG
3123
Von Berge Wealth Management Group
California
$239K +$299 +2 +0.1%
DIP
3124
Davis Investment Partners
North Carolina
$239K
CAM
3125
Concorde Asset Management
Michigan
$239K -$10.7K -72 -4%