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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 %
MBFW
3326
Morton Brown Family Wealth
Pennsylvania
$23K +$2.83K +19 +14%
JAM
3327
JCIC Asset Management
Ontario, Canada
$22.3K
WA
3328
WestEnd Advisors
North Carolina
$22.2K -$21.8K -144 Closed
HWM
3329
Horizons Wealth Management
North Carolina
$18.7K -$32.7K -220 -64%
HI
3330
Hoey Investments
Pennsylvania
$16.5K
ARS
3331
Adirondack Retirement Specialists
New York
$16.4K +$16.4K +109 New
WFA
3332
West Financial Advisors
Iowa
$15.8K
LWA
3333
Lowe Wealth Advisors
Maryland
$15.6K
APW
3334
Atlantic Private Wealth
North Carolina
$15.6K +$15.6K +105 New
TJHA
3335
Thomas J. Herzfeld Advisors
Florida
$15.3K
MAM
3336
Marquette Asset Management
Minnesota
$14.9K
RWM
3337
Ruedi Wealth Management
Illinois
$13.7K
Capstone Investment Advisors
3338
Capstone Investment Advisors
New York
$13.2K -$14.8M -99,808 -100%
MFG
3339
Mendota Financial Group
Wisconsin
$12.5K
TCM
3340
Tanaka Capital Management
New York
$12K
FGAM
3341
Financial Gravity Asset Management
Texas
$12K +$8.69K +4,521 +264%
CCM
3342
Copeland Capital Management
Pennsylvania
$10K
CAM
3343
Costello Asset Management
Pennsylvania
$9.52K -$11.9K -80 -56%
MIM
3344
Macroview Investment Management
Maryland
$9.37K
GC
3345
Gould Capital
Washington
$9.37K
ECM
3346
Everence Capital Management
Indiana
$8.79K
PS
3347
PayPay Securities
Japan
$8.77K -$5.5K -37 -39%
MUMSS
3348
Mitsubishi UFJ Morgan Stanley Securities
Japan
$8K -$29.6K -189 -79%
SWG
3349
Summit Wealth Group
Vermont
$7K +$7K +1,087,289 New
BHWM
3350
Bay Harbor Wealth Management
Maryland
$6.39K