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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 %
EARNEST Partners
3251
EARNEST Partners
Georgia
$146K
RI
3252
Ridgewood Investments
New Jersey
$144K +$144K +965 New
ABLA
3253
Alan B. Lancz & Associates
Ohio
$141K
PPWM
3254
PFG Private Wealth Management
Florida
$140K -$153K -1,031 -52%
ACM
3255
Antonetti Capital Management
Florida
$140K +$17.8K +120 +15%
DWMG
3256
DB Wealth Management Group
California
$137K
DI
3257
Disciplined Investments
Oklahoma
$137K -$6.99K -47 -5%
C
3258
Covestor
United Kingdom
$135K +$12.5K +84 +10%
CH
3259
Canton Hathaway
Rhode Island
$132K
BA
3260
Bellwether Advisors
Nebraska
$126K -$75.8K -510 -38%
FSWA
3261
Financial Synergies Wealth Advisors
Texas
$126K +$68K +457 +117%
TWD
3262
True Wealth Design
Ohio
$125K +$11.6K +78 +10%
CWA
3263
Core Wealth Advisors
Florida
$125K -$1.78K -12 -1%
PP
3264
PFS Partners
New Jersey
$125K +$297 +2 +0.2%
NOI
3265
Newton One Investments
Delaware
$123K
BCPWM
3266
Bradley & Co Private Wealth Management
Florida
$117K
GWSA
3267
Global Wealth Strategies & Associates
Colorado
$114K
TC
3268
Trust Company
Kansas
$112K -$13.1K -88 -10%
BBPWM
3269
Blue Bell Private Wealth Management
Pennsylvania
$112K
IFS
3270
Intelligent Financial Strategies
Minnesota
$110K
FCA
3271
Fortis Capital Advisors
Kansas
$107K
PGAM
3272
Princeton Global Asset Management
New Jersey
$105K +$59.7K +402 +133%
BCM
3273
Blume Capital Management
California
$105K
BAM
3274
Baldrige Asset Management
Pennsylvania
$103K
TLA
3275
Tanglewood Legacy Advisors
Texas
$101K