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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 %
BL
701
Balentine LLC
Georgia
$10.5M -$1.29M -8,643 -11%
RWP
702
RWA Wealth Partners
Massachusetts
$10.5M +$241K +1,624 +2%
HWM
703
HFR Wealth Management
New York
$10.5M -$29.3K -197 -0.3%
CCM
704
Cohen Capital Management
California
$10.5M -$38.1K -256 -0.4%
CAL
705
Capital Analysts LLC
Pennsylvania
$10.5M +$410K +2,759 +4%
TAIM
706
Te Ahumairangi Investment Management
New Zealand
$10.5M +$147K +990 +1%
USCWA
707
U.S. Capital Wealth Advisors
Texas
$10.5M +$578K +3,888 +6%
MDCM
708
Morgan Dempsey Capital Management
Wisconsin
$10.4M +$142K +956 +1%
TI
709
Tidal Investments
Wisconsin
$10.4M +$1.08M +7,272 +12%
HA
710
Hamel Associates
New Jersey
$10.4M
DP
711
Dearborn Partners
Illinois
$10.4M -$228K -1,532 -2%
VAS
712
Vestmark Advisory Solutions
Massachusetts
$10.4M +$182K +1,227 +2%
QCM
713
Quantinno Capital Management
New York
$10.4M -$23.5K -158 -0.2%
MAM
714
Mastrapasqua Asset Management
Tennessee
$10.3M +$270K +1,814 +3%
WB
715
Webster Bank
Connecticut
$10.3M -$347K -2,332 -3%
BOH
716
Bank of Hawaii
Hawaii
$10.3M +$21.9K +147 +0.2%
RWA
717
Ropes Wealth Advisors
Massachusetts
$10.3M -$489K -3,292 -5%
SIG
718
Sky Investment Group
Connecticut
$10.2M -$61.4K -413 -0.6%
CIC
719
Cutler Investment Counsel
Oregon
$10.2M -$129K -870 -1%
RBA
720
Richard Bernstein Advisors
New York
$10.2M
BFO
721
Boston Family Office
Massachusetts
$10.2M -$34.2K -230 -0.3%
ANBT
722
American National Bank & Trust
Texas
$10.2M +$115K +775 +1%
CCM
723
Coldstream Capital Management
Washington
$10.1M +$169K +1,137 +2%
JIR
724
James Investment Research
Ohio
$10.1M +$63K +424 +0.6%
EF
725
Empirical Finance
Pennsylvania
$10M +$514K +3,456 +5%