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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 %
FA
1051
Financial Avengers
California
$5.29M +$46.2K +311 +0.9%
GIA
1052
Gladstone Institutional Advisory
Florida
$5.29M -$985K -6,623 -16%
OHWA
1053
Oak Hill Wealth Advisors
Virginia
$5.25M +$28K +188 +0.5%
VWM
1054
Valley Wealth Managers
New Jersey
$5.23M +$256K +1,723 +5%
SDIC
1055
South Dakota Investment Council
South Dakota
$5.23M -$2.93M -19,700 -36%
HTI
1056
Hikari Tsushin Inc
Japan
$5.22M
CIAS
1057
Capital Investment Advisory Services
North Carolina
$5.21M -$242K -1,627 -4%
CFG
1058
Citizens Financial Group
Rhode Island
$5.19M +$474K +3,189 +10%
JWM
1059
Jessup Wealth Management
Ohio
$5.19M +$190K +1,281 +4%
PWM
1060
Perigon Wealth Management
California
$5.18M -$152K -1,023 -3%
PL
1061
Plancorp LLC
Missouri
$5.18M -$152K -1,020 -3%
PP
1062
Paloma Partners
Connecticut
$5.17M +$5.17M +34,798 New
AFG
1063
Albion Financial Group
Utah
$5.17M +$3.86M +25,928 +293%
SIM
1064
Stratos Investment Management
Ohio
$5.16M +$95.6K +643 +2%
AT
1065
American Trust
Kentucky
$5.16M -$203K -1,363 -4%
RFM
1066
Royal Fund Management
Florida
$5.14M +$96.7K +650 +2%
AB
1067
Atlas Brown
Kentucky
$5.13M +$64.1K +431 +1%
AC
1068
Avestar Capital
New York
$5.13M -$11.3K -76 -0.2%
FHA
1069
Flagship Harbor Advisors
Massachusetts
$5.11M +$57.2K +385 +1%
MFG
1070
MidWestOne Financial Group
Iowa
$5.11M +$2.32M +15,626 +83%
AC
1071
Addenda Capital
Quebec, Canada
$5.09M -$39.3K -264 -0.8%
SIA
1072
Soltis Investment Advisors
Utah
$5.08M +$117K +785 +2%
FBT
1073
First Bankers Trust
Kentucky
$5.05M +$54.6K +367 +1%
CHAM
1074
Clear Harbor Asset Management
Connecticut
$5.04M +$1.16M +7,819 +30%
ADL
1075
Asset Dedication LLC
California
$5.04M +$273K +1,837 +6%