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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 %
WA
3201
WP Advisors
California
$207K -$58.2K -391 -22%
MWM
3202
Maltin Wealth Management
New Jersey
$207K +$1.49K +10 +0.7%
RLWM
3203
RF&L Wealth Management
Massachusetts
$206K
DWA
3204
Delap Wealth Advisory
Oregon
$206K -$30K -202 -13%
BBL
3205
Beck Bode LLC
Massachusetts
$206K -$224K -1,505 -52%
NRD
3206
Nebula Research & Development
New York
$206K +$206K +1,385 New
FIC
3207
Family Investment Center
Missouri
$206K +$206K +1,383 New
HWA
3208
Heartwood Wealth Advisors
Virginia
$204K +$4.61K +31 +2%
SWA
3209
ShankerValleau Wealth Advisors
Illinois
$204K
GM
3210
GeoWealth Management
Illinois
$203K -$495K -3,328 -71%
NCM
3211
Noesis Capital Mangement
Florida
$203K +$203K +1,363 New
CCM
3212
Compton Capital Management
Rhode Island
$203K -$923K -6,210 -82%
SEEDPG
3213
S.E.E.D. Planning Group
New York
$203K -$4.16K -28 -2%
UCB
3214
United Community Bank
South Carolina
$203K +$126K +845 +163%
AWMG
3215
Alliance Wealth Management Group
New Jersey
$202K
AC
3216
AIFG Consultants
New York
$202K -$2.08K -14 -1%
CA
3217
Centerpoint Advisors
Massachusetts
$202K +$42.8K +288 +27%
AFA
3218
Alpha Financial Advisors
North Carolina
$201K -$80K -538 -28%
GCM
3219
Goldstream Capital Management
Hong Kong
$201K +$201K +1,354 New
LAM
3220
Lakewood Asset Management
Illinois
$201K +$446 +3 +0.2%
FPF
3221
First Pacific Financial
Washington
$201K
AFA
3222
Arlington Financial Advisors
California
$201K +$201K +1,352 New
BFG
3223
Baron Financial Group
New Jersey
$201K +$201K +1,351 New
PCM
3224
Piedmont Capital Management
Montana
$201K
EWM
3225
Endowment Wealth Management
Wisconsin
$201K +$2.68K +18 +1%