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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 %
FWM
3226
FMB Wealth Management
California
$200K -$153K -1,030 -43%
MSA
3227
McAlister Sweet & Associates
Texas
$200K
POIA
3228
Pin Oak Investment Advisors
Texas
$200K
WPWM
3229
Western Pacific Wealth Management
Illinois
$197K +$9.81K +66 +5%
PP
3230
PrairieView Partners
Minnesota
$194K +$2.08K +14 +1%
KFS
3231
Kelly Financial Services
Massachusetts
$192K +$7.88K +53 +4%
WCMN
3232
Westchester Capital Management (Nebraska)
Nebraska
$190K -$43.9K -295 -19%
JSAM
3233
J. Safra Asset Management
New York
$188K +$188K +1,265 New
MG
3234
MilWealth Group
Wisconsin
$187K
CCM
3235
Carderock Capital Management
Maryland
$186K -$17.1K -115 -8%
CIA
3236
Cascade Investment Advisors
Oregon
$186K +$186K +1,249 New
OA
3237
Operose Advisors
Wisconsin
$184K +$29.7K +200 +19%
CJL
3238
Cyrus J. Lawrence
New York
$180K -$50.3K -339 -22%
CIR
3239
Clear Investment Research
Georgia
$176K -$4.61K -31 -3%
WIM
3240
WealthPlan Investment Management
Nebraska
$173K -$793K -5,334 -82%
CMA
3241
Cedar Mountain Advisors
Oregon
$172K +$5.65K +38 +3%
SC
3242
Sawyer & Company
Massachusetts
$171K
RA
3243
Rise Advisors
New York
$166K +$3.27K +22 +2%
CCMI
3244
Creative Capital Management Investments
California
$163K +$1.34K +9 +0.8%
TCM
3245
TD Capital Management
Tennessee
$162K
IHWM
3246
Iron Horse Wealth Management
Iowa
$161K +$1.04K +7 +0.6%
JEST
3247
JTC Employer Solutions Trustee
Jersey
$158K
2L
3248
25 LLC
Missouri
$149K +$149K +957 New
GFWA
3249
Grey Fox Wealth Advisors
Delaware
$147K +$4.61K +31 +3%
HIM
3250
Hillsdale Investment Management
Ontario, Canada
$146K