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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 %
TNAM
3176
Terra Nova Asset Management
New York
$222K +$149 +1 +0.1%
FWM
3177
FFT Wealth Management
Pennsylvania
$222K +$4.61K +31 +2%
SW
3178
Solidarity Wealth
Utah
$221K +$221K +1,488 New
HVP
3179
Hudson Value Partners
Florida
$221K
PBF
3180
Petix & Botte Financial
California
$219K +$219K +1,473 New
STB
3181
S&T Bank
Pennsylvania
$219K
MFS
3182
Mirabella Financial Services
United Kingdom
$218K +$218K +1,467 New
AWM
3183
AllSquare Wealth Management
New York
$218K
DA
3184
Dash Acquisitions
California
$217K +$217K +1,457 New
SSC
3185
Syverson Strege & Co
Iowa
$216K
PWM
3186
Prosperity Wealth Management
California
$216K -$42.5K -286 -16%
BWM
3187
BigSur Wealth Management
Florida
$215K
IFPG
3188
Intrepid Financial Planning Group
Indiana
$215K -$12.8K -86 -6%
CWA
3189
Capital Wealth Alliance
Arizona
$215K
AFG
3190
Alterity Financial Group
Maine
$213K +$15K +101 +8%
IAP
3191
Indie Asset Partners
Indiana
$213K
LIM
3192
Lathrop Investment Management
Arkansas
$212K -$91.5K -616 -30%
BWM
3193
BlackDiamond Wealth Management
New York
$212K +$212K +1,353 New
HWM
3194
Howard Wealth Management
Connecticut
$210K
KW
3195
KWB Wealth
California
$209K +$8.34K +55 +4%
GSAM
3196
Grant Street Asset Management
Pennsylvania
$209K +$209K +1,403 New
OCM
3197
Orion Capital Management
California
$208K -$51.1K -344 -20%
TCM
3198
Tradewinds Capital Management
Washington
$208K +$13.1K +88 +7%
JTWM
3199
Jackson Thornton Wealth Management
Alabama
$208K -$44.9K -302 -18%
PAA
3200
Peregrine Asset Advisers
Oregon
$207K -$22.2K -149 -10%