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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 %
LBC
576
Lowe Brockenbrough & Co
Virginia
$14.6M +$205K +1,376 +1%
GI
577
Gradient Investments
Minnesota
$14.6M +$3.56M +23,960 +32%
SFM
578
Stack Financial Management
Montana
$14.5M +$106K +713 +0.7%
BC
579
Brookfield Corp
Ontario, Canada
$14.5M +$9.1M +61,189 +169%
PCM
580
Parsons Capital Management
Rhode Island
$14.5M -$407K -2,740 -3%
CA
581
Callahan Advisors
Texas
$14.5M +$58.9K +396 +0.4%
CSWM
582
Cassady Schiller Wealth Management
Ohio
$14.4M +$834K +5,609 +6%
AT
583
Arvest Trust
Oklahoma
$14.4M -$459K -3,089 -3%
EWM
584
Evercore Wealth Management
New York
$14.3M -$417K -2,803 -3%
SC
585
Savant Capital
Illinois
$14.2M +$423K +2,848 +3%
BHWM
586
Bar Harbor Wealth Management
New Hampshire
$14.2M -$532K -3,581 -4%
PCIA
587
Prime Capital Investment Advisors
Kansas
$14.1M -$6.69M -45,000 -32%
CM
588
Capula Management
Cayman Islands
$14M +$11.8M +79,064 +520%
LA
589
Lynch & Associates
Indiana
$14M -$57.4K -386 -0.4%
GT
590
Greenleaf Trust
Michigan
$14M +$726K +4,883 +5%
CIS
591
Connors Investor Services
Pennsylvania
$14M -$990K -6,660 -7%
BFA
592
Bragg Financial Advisors
North Carolina
$13.9M +$73K +491 +0.5%
WDA
593
Wendell David Associates
New Hampshire
$13.9M -$18.6K -125 -0.1%
TTWM
594
TCV Trust & Wealth Management
Virginia
$13.9M +$29.4K +198 +0.2%
RIA
595
Regal Investment Advisors
Michigan
$13.9M +$1.48M +9,973 +12%
GGS
596
Galvin Gaustad & Stein
Arizona
$13.8M +$446K +2,997 +3%
HIMC
597
Heritage Investors Management Corp
Maryland
$13.8M -$96.9K -652 -0.7%
HA
598
Harfst & Associates
Wyoming
$13.7M +$8.03K +54 +0.1%
CGPCS
599
Capital Group Private Client Services
California
$13.7M +$83.7K +563 +0.6%
CIA
600
Choate Investment Advisors
Massachusetts
$13.7M +$237K +1,594 +2%