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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 %
AP
901
Americana Partners
Texas
$7.08M -$762K -5,123 -10%
JWM
902
JGP Wealth Management
Oregon
$6.99M +$221K +1,485 +3%
EF
903
Empowered Funds
Pennsylvania
$6.99M +$6.99M +47,010 New
CAM
904
Columbia Asset Management
Michigan
$6.98M +$204K +1,373 +3%
SCA
905
Stokes Capital Advisors
South Carolina
$6.98M +$73.3K +493 +1%
BP
906
Ballentine Partners
Massachusetts
$6.94M +$773K +5,202 +13%
MNBTD
907
Moody National Bank Trust Division
Texas
$6.91M -$56.8K -382 -0.8%
CSPIA
908
Cary Street Partners Investment Advisory
Virginia
$6.91M -$221K -1,483 -3%
CW
909
Connectus Wealth
Ohio
$6.89M +$198K +1,331 +3%
AWM
910
Apollon Wealth Management
South Carolina
$6.84M +$477K +3,208 +7%
WW
911
Windle Wealth
Oklahoma
$6.84M +$136K +918 +2%
AAM
912
Azzad Asset Management
Virginia
$6.82M -$251K -1,687 -4%
LWANC
913
Laurel Wealth Advisors (North Carolina)
North Carolina
$6.81M +$303K +2,039 +5%
BCM
914
Buckhead Capital Management
Georgia
$6.81M +$14.9K +100 +0.2%
NGA
915
Naples Global Advisors
Florida
$6.81M -$9.38M -63,092 -58%
NSEDCP
916
NJ State Employees Deferred Compensation Plan
New Jersey
$6.8M
AWM
917
Axxcess Wealth Management
California
$6.79M +$105K +709 +2%
IIM
918
Ipswich Investment Management
Massachusetts
$6.78M +$275K +1,849 +4%
JC
919
Jacobs & Co
California
$6.78M -$93.4K -628 -1%
SFG
920
Summit Financial Group
West Virginia
$6.75M -$11.9K -80 -0.2%
CWG
921
Cornerstone Wealth Group
North Carolina
$6.74M -$9.22K -62 -0.1%
Hudson Bay Capital Management
922
Hudson Bay Capital Management
Connecticut
$6.73M +$6.73M +45,256 New
TMAM
923
Tokio Marine Asset Management
Japan
$6.72M +$813K +5,465 +14%
MWM
924
Mission Wealth Management
California
$6.71M +$271K +1,821 +4%
MCM
925
Mattern Capital Management
Colorado
$6.71M +$179K +1,204 +3%