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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 %
CWM
1901
Connecticut Wealth Management
Connecticut
$1.44M -$11.9K -80 -0.8%
RPCONE
1902
Retirement Planning Company of New England
Rhode Island
$1.43M -$13.1K -88 -0.9%
MA
1903
MBA Advisors
Pennsylvania
$1.43M +$2.53K +17 +0.2%
HWM
1904
Hohimer Wealth Management
Washington
$1.43M +$25.6K +172 +2%
CIM
1905
CCLA Investment Management
United Kingdom
$1.43M
AA
1906
Advisory Alpha
Michigan
$1.43M +$60.2K +405 +4%
EM
1907
ELCO Management
New York
$1.43M +$4.46K +30 +0.3%
KMWM
1908
Keudell/Morrison Wealth Management
Oregon
$1.42M +$16.7K +112 +1%
CS
1909
Capital Square
Tennessee
$1.42M -$152K -997 -10%
GHAM
1910
Gilman Hill Asset Management
Connecticut
$1.42M -$139K -935 -9%
SSWM
1911
Strait & Sound Wealth Management
California
$1.42M +$10.7K +72 +0.8%
NL
1912
Navalign LLC
California
$1.42M -$6.99K -47 -0.5%
AWA
1913
Aaron Wealth Advisors
Illinois
$1.42M +$94.3K +634 +7%
WAM
1914
Walker Asset Management
Missouri
$1.42M -$6.99K -47 -0.5%
IAS
1915
Insigneo Advisory Services
Florida
$1.41M +$102K +685 +8%
OTL
1916
Oak Thistle LLC
New York
$1.41M +$1.41M +9,497 New
MCA
1917
MSH Capital Advisors
Arizona
$1.41M -$5.65K -38 -0.4%
DA
1918
Doliver Advisors
Texas
$1.41M +$138K +931 +11%
VWM
1919
Vigilare Wealth Management
Arizona
$1.4M -$133K -893 -9%
SWIM
1920
Smallwood Wealth Investment Management
New Jersey
$1.4M -$1.19K -8 -0.1%
MA
1921
MKT Advisors
California
$1.4M +$1.36K +9 +0.1%
SAM
1922
SignalPoint Asset Management
Missouri
$1.4M -$30.3K -204 -2%
CRWM
1923
Castle Rock Wealth Management
California
$1.4M +$479K +3,123 +52%
RZH
1924
Relyea Zuckerberg Hanson
Connecticut
$1.39M -$122K -819 -8%
PFA
1925
Pure Financial Advisors
California
$1.39M +$218K +1,466 +19%