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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 %
MCM
1451
Marathon Capital Management
Maryland
$2.79M +$5.8K +39 +0.2%
BMWM
1452
Brown Miller Wealth Management
Virginia
$2.79M +$95.2K +640 +4%
IC
1453
Inscription Capital
Texas
$2.79M -$46.7K -314 -2%
TW
1454
Transform Wealth
Colorado
$2.78M +$833K +5,604 +43%
SFP
1455
Shepherd Financial Partners
Massachusetts
$2.78M -$10.6K -71 -0.4%
JAM
1456
Jupiter Asset Management
United Kingdom
$2.78M -$878K -5,912 -24%
FMTC
1457
Farmers & Merchants Trust Company
California
$2.77M +$40.4K +272 +1%
LS
1458
Leelyn Smith
Illinois
$2.77M +$35.7K +240 +1%
CFO
1459
Capitol Family Office
Oregon
$2.76M -$116K -779 -4%
WCAMG
1460
Woodard & Company Asset Management Group
North Carolina
$2.76M +$69.9K +470 +3%
AC
1461
Asio Capital
Kentucky
$2.76M +$15.9K +107 +0.6%
CBNLCF
1462
Cognios Beta Neutral Large Cap Fund
Kansas
$2.75M +$4K +27 +0.1%
CBT
1463
CoreFirst Bank & Trust
Kansas
$2.75M -$47.9K -322 -2%
WPP
1464
Whalerock Point Partners
Rhode Island
$2.74M +$57.2K +385 +2%
BA
1465
Bristlecone Advisors
Washington
$2.73M -$73.9K -497 -3%
Nomura Holdings
1466
Nomura Holdings
Japan
$2.72M -$6.48M -43,602 -70%
JWA
1467
JFS Wealth Advisors
Pennsylvania
$2.72M -$4.61K -31 -0.2%
LA
1468
Lindenwold Advisors
Pennsylvania
$2.71M +$37.6K +253 +1%
SW
1469
SlateStone Wealth
Florida
$2.71M +$817K +5,498 +43%
IAIM
1470
International Assets Investment Management
Florida
$2.7M -$2.41M -16,212 -47%
PRS
1471
Pinkerton Retirement Specialists
Idaho
$2.69M +$76.1K +512 +3%
GLLW
1472
Graves Light Lenhart Wealth
Virginia
$2.69M -$6.84K -46 -0.3%
RWM
1473
RKL Wealth Management
Pennsylvania
$2.68M -$48.9K -329 -2%
SS
1474
Sunbelt Securities
Texas
$2.68M +$298K +2,024 +13%
AFM
1475
Abbot Financial Management
Massachusetts
$2.68M -$57.7K -388 -2%