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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 %
RWM
826
Ritholtz Wealth Management
New York
$8.1M -$1.77M -11,888 -18%
BMO
827
Beck Mack & Oliver
New York
$8.1M -$156K -1,050 -2%
HCM
828
Hutner Capital Management
Vermont
$8.1M +$18.7K +126 +0.2%
PWMAG
829
Pinnacle Wealth Management Advisory Group
New Jersey
$8.08M -$62.9K -423 -0.8%
PA
830
Parallel Advisors
California
$8.06M +$1.46M +9,822 +22%
IWM
831
IHT Wealth Management
Illinois
$8.05M +$506K +3,404 +7%
AIA
832
Allied Investment Advisors
Montana
$8.04M +$176K +1,181 +2%
AA
833
AlphaMark Advisors
Kentucky
$8.03M -$125K -843 -2%
LJHT
834
Laurie J. Hall Trustee
$8.02M -$55.8K -375 -0.7%
NC
835
Nicholas Company
Wisconsin
$8.01M
ETC
836
Exchange Traded Concepts
Oklahoma
$8M +$825K +5,546 +11%
MA
837
Mutual Advisors
Nebraska
$8M +$190K +1,281 +2%
DWT
838
Dorsey & Whitney Trust
South Dakota
$8M +$310K +2,088 +4%
TI
839
Trexquant Investment
Connecticut
$8M +$295K +1,983 +4%
BWL
840
Bogart Wealth LLC
Virginia
$7.98M +$2.84M +19,117 +55%
RIA
841
Realta Investment Advisors
Delaware
$7.97M -$660K -4,441 -8%
OIA
842
OneDigital Investment Advisors
Kansas
$7.97M +$1.02M +6,877 +15%
EH
843
Equitable Holdings
New York
$7.97M +$1.02M +6,891 +15%
FLPIM
844
F.L. Putnam Investment Management
Massachusetts
$7.96M +$167K +1,124 +2%
WAM
845
Weatherly Asset Management
California
$7.96M -$222K -1,492 -3%
LIM
846
Leavell Investment Management
Alabama
$7.96M -$296K -1,989 -4%
WorldQuant Millennium Advisors
847
WorldQuant Millennium Advisors
New York
$7.94M +$7.94M +53,368 New
PTB
848
Pioneer Trust Bank
Oregon
$7.92M +$66.2K +445 +0.8%
1SB
849
1ST Source Bank
Indiana
$7.89M -$215K -1,445 -3%
OCM
850
One Capital Management
California
$7.87M +$545K +3,666 +7%