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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 %
WI
1826
Wintrust Investments
Illinois
$1.58M +$160K +1,079 +11%
WAG
1827
Winthrop Advisory Group
Massachusetts
$1.58M -$29.9K -201 -2%
WA
1828
Waddell & Associates
Tennessee
$1.58M +$30.2K +203 +2%
TCM
1829
Triumph Capital Management
Colorado
$1.57M +$79.5K +535 +5%
SP
1830
Successful Portfolios
Florida
$1.57M -$16.7K -112 -1%
ERIM
1831
Eagle Ridge Investment Management
Connecticut
$1.57M -$30K -202 -2%
CG
1832
Corundum Group
Colorado
$1.57M +$481K +3,237 +44%
CWA
1833
CJM Wealth Advisers
Virginia
$1.57M +$2.23K +15 +0.1%
HCM
1834
HMS Capital Management
Tennessee
$1.57M -$36K -242 -2%
FIB
1835
First Interstate Bank
Montana
$1.56M -$220K -1,482 -12%
KIA
1836
Knollwood Investment Advisory
Maryland
$1.56M
COCM
1837
Charter Oak Capital Management
New Hampshire
$1.55M -$14.7K -99 -0.9%
HBW
1838
Hazlett, Burt & Watson
West Virginia
$1.55M +$43.8K +294 +3%
SFP
1839
Sweet Financial Partners
Minnesota
$1.55M +$313K +2,106 +25%
BG
1840
Benedetti & Gucer
Georgia
$1.55M +$336K +2,262 +28%
AFG
1841
AFS Financial Group
Maryland
$1.55M +$13.1K +88 +0.9%
ACP
1842
Aveo Capital Partners
Colorado
$1.54M -$454K -3,051 -23%
VBCG
1843
Valley Brook Capital Group
Pennsylvania
$1.54M
WWP
1844
WR Wealth Planners
Missouri
$1.54M +$415K +2,792 +37%
CBA
1845
Coastal Bridge Advisors
Connecticut
$1.54M -$30.2K -203 -2%
ECA
1846
Elevated Capital Advisors
Utah
$1.53M -$79.1K -532 -5%
RP
1847
Rowlandmiller & Partners
Georgia
$1.53M +$2.53K +17 +0.2%
SMA
1848
Sage Mountain Advisors
Georgia
$1.53M +$674K +4,533 +79%
CFS
1849
CRA Financial Services
New Jersey
$1.53M +$25.6K +172 +2%
PWM
1850
Provident Wealth Management
Tennessee
$1.53M +$1.53M +10,263 New