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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 %
SWM
1026
Silverlake Wealth Management
Vermont
$5.54M +$2.08K +14 +0%
RCAG
1027
Rehmann Capital Advisory Group
Michigan
$5.53M -$9.52K -64 -0.2%
CCG
1028
Chatham Capital Group
Georgia
$5.53M +$4.46K +30 +0.1%
BWS
1029
Buck Wealth Strategies
Colorado
$5.52M +$5.52M +37,156 New
CC
1030
Chicago Capital
Illinois
$5.51M +$22.9K +154 +0.4%
CFGS
1031
Concourse Financial Group Securities
Alabama
$5.51M -$59.2K -398 -1%
IIC
1032
Ironwood Investment Counsel
Arizona
$5.5M -$207K -1,393 -4%
AWE
1033
Avidian Wealth Enterprises
Texas
$5.49M +$126K +847 +2%
AMIM
1034
Aull & Monroe Investment Management
Alabama
$5.49M -$187K -1,260 -3%
GRQ
1035
Gardner Russo & Quinn
Pennsylvania
$5.48M +$134K +898 +2%
NAM
1036
NTV Asset Management
West Virginia
$5.42M -$77.6K -522 -1%
MWM
1037
Madison Wealth Management
Ohio
$5.42M +$397K +2,671 +8%
NHT
1038
New Hampshire Trust
New Hampshire
$5.41M -$192K -1,289 -3%
CT
1039
Coastline Trust
Rhode Island
$5.4M +$102K +685 +2%
FVWA
1040
Foster Victor Wealth Advisors
South Carolina
$5.4M +$289K +1,922 +6%
JCM
1041
Jacobi Capital Management
Pennsylvania
$5.39M +$116K +777 +2%
KFA
1042
Kapstone Financial Advisors
Ohio
$5.39M -$226K -1,490 -4%
WANY
1043
Wealthspire Advisors (New York)
New York
$5.37M -$857K -5,765 -14%
SAM
1044
Smithbridge Asset Management
Pennsylvania
$5.37M +$27.7K +186 +0.5%
GRP
1045
Global Retirement Partners
California
$5.35M +$733K +4,692 +16%
CA
1046
Claro Advisors
Massachusetts
$5.33M +$116K +782 +2%
BFA
1047
Benedict Financial Advisors
Georgia
$5.31M +$95.3K +641 +2%
AUB
1048
Atlantic Union Bankshares
Virginia
$5.31M -$303K -2,036 -5%
NW
1049
NewEdge Wealth
Pennsylvania
$5.31M +$7.29K +49 +0.1%
VWA
1050
V Wealth Advisors
Kansas
$5.31M +$48K +323 +0.9%