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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 %
DTC
1401
Davidson Trust Company
Washington
$3.01M +$49.1K +330 +2%
NSB
1402
Norway Savings Bank
Maine
$3M +$15K +101 +0.5%
GPTE
1403
Generali Powszechne Towarzystwo Emerytalne
Poland
$2.99M
BHA
1404
Beech Hill Advisors
New York
$2.98M +$57.8K +389 +2%
UAS
1405
United Asset Strategies
New York
$2.98M +$301K +2,024 +11%
MCAI
1406
Members Capital Advisors Inc
Wisconsin
$2.98M
CFFP
1407
Center for Financial Planning
Michigan
$2.97M -$203K -1,366 -6%
OCM
1408
Osterweis Capital Management
California
$2.97M
TNB
1409
Thomasville National Bank
Georgia
$2.97M +$195K +1,310 +7%
ACM
1410
Advisors Capital Management
New Jersey
$2.96M +$85.6K +576 +3%
KJWM
1411
Kiley Juergens Wealth Management
Washington
$2.96M +$59.8K +402 +2%
CWS
1412
Confluence Wealth Services
Pennsylvania
$2.95M +$286K +1,922 +11%
SHA
1413
Seneca House Advisors
Virginia
$2.95M -$728K -4,893 -20%
IGWM
1414
ICA Group Wealth Management
Colorado
$2.95M +$141K +945 +5%
BFA
1415
Beaumont Financial Advisors
Massachusetts
$2.94M -$9.37K -63 -0.3%
UWPG
1416
Ullmann Wealth Partners Group
Florida
$2.94M +$48.2K +324 +2%
BOSSRA
1417
B.O.S.S. Retirement Advisors
Utah
$2.93M +$208K +1,401 +8%
MCM
1418
Monument Capital Management
Virginia
$2.93M +$247K +1,661 +9%
4WM
1419
44 Wealth Management
Oregon
$2.92M +$171K +1,152 +6%
NP
1420
NorthRock Partners
Minnesota
$2.91M -$22.8K -153 -0.8%
CG
1421
CFO4Life Group
Texas
$2.91M -$34.6K -233 -1%
CASB
1422
Cape Ann Savings Bank
Massachusetts
$2.91M +$36.6K +246 +1%
FFM
1423
Forum Financial Management
Illinois
$2.9M +$11.3K +76 +0.4%
TBNY
1424
Trustco Bank (New York)
New York
$2.9M +$10.3K +69 +0.4%
WPC
1425
Wedmont Private Capital
Pennsylvania
$2.89M +$567K +3,759 +24%