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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 %
ATC
501
Argent Trust Co
Tennessee
$18.6M +$695K +4,676 +4%
ELC
502
Edgar Lomax Company
Virginia
$18.6M +$1.49M +10,050 +9%
CWM
503
Congress Wealth Management
Massachusetts
$18.6M -$25K -168 -0.1%
CTA
504
Colonial Trust Advisors
South Carolina
$18.5M +$327K +2,198 +2%
PAM
505
Palisade Asset Management
Minnesota
$18.5M -$153K -1,028 -0.8%
WSTAM
506
Wilbanks Smith & Thomas Asset Management
Virginia
$18.3M -$77.8K -523 -0.4%
UBV
507
United Bank (Virginia)
Virginia
$18.3M -$253K -1,701 -1%
CGH
508
Crossmark Global Holdings
Texas
$18.3M -$675K -4,543 -4%
OCG
509
Opus Capital Group
Ohio
$18.1M -$426K -2,865 -2%
GD
510
Grandfield & Dodd
New York
$18.1M -$110K -738 -0.6%
HPG
511
Harvest Portfolios Group
Ontario, Canada
$18M +$2.55M +17,165 +16%
TCOV
512
Trust Company of Vermont
Vermont
$17.9M +$1.33M +8,967 +8%
BCI
513
Brinker Capital Investments
Pennsylvania
$17.9M +$7.68M +51,628 +75%
OPS
514
Orion Portfolio Solutions
Nebraska
$17.9M +$10.9M +73,542 +157%
HCMT
515
Highland Capital Management (Tennessee)
Tennessee
$17.8M -$272K -1,826 -2%
Point72 Asset Management
516
Point72 Asset Management
Connecticut
$17.8M -$102M -687,445 -85%
CPFP
517
Clear Perspectives Financial Planning
Ohio
$17.8M +$1.7M +11,422 +11%
SFA
518
Souders Financial Advisors
Ohio
$17.8M -$318K -2,138 -2%
BFIM
519
Beese Fulmer Investment Management
Ohio
$17.7M +$150K +1,012 +0.9%
MCCA
520
Mill Creek Capital Advisors
Pennsylvania
$17.7M +$12.5K +84 +0.1%
MGIM
521
M&G Investment Management
United Kingdom
$17.6M +$1.58M +10,632 +10%
YL
522
YCG LLC
Texas
$17.6M -$207K -1,392 -1%
JMFC
523
J.M. Forbes & Co
Massachusetts
$17.6M +$145K +972 +0.8%
NAS
524
Nicolet Advisory Services
Wisconsin
$17.5M +$2.33M +15,324 +15%
GFS
525
GYL Financial Synergies
Connecticut
$17.3M +$15M +100,957 +645%