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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 %
IP
1926
Isthmus Partners
Wisconsin
$1.39M +$32.6K +219 +2%
CW
1927
CIC Wealth
Maryland
$1.39M -$319K -2,146 -19%
BCMIO
1928
Beacon Capital Management Inc (Ohio)
Ohio
$1.38M +$10.4K +70 +0.8%
KA
1929
KLCM Advisors
Wisconsin
$1.38M +$34.8K +234 +3%
SAM
1930
Secure Asset Management
Michigan
$1.38M +$46.8K +315 +4%
TRIA
1931
Trail Ridge Investment Advisors
Colorado
$1.38M +$82.8K +557 +6%
1WM
1932
1900 Wealth Management
Texas
$1.38M +$60.6K +402 +5%
NERM
1933
New England Research & Management
Illinois
$1.38M
CST
1934
Charles Schwab Trust
Nevada
$1.37M -$433K -2,915 -24%
ACM
1935
Ategra Capital Management
Virginia
$1.37M +$104K +700 +8%
MA
1936
MONECO Advisors
Connecticut
$1.37M +$179K +1,206 +15%
FG
1937
Foster Group
Iowa
$1.37M +$90.3K +607 +7%
CA
1938
Crewe Advisors
Utah
$1.37M +$76.4K +514 +6%
WIA
1939
Westbourne Investment Advisors
Maryland
$1.37M
WDC
1940
Woodward Diversified Capital
California
$1.37M +$5.95K +40 +0.4%
CC
1941
Cadinha & Co
Hawaii
$1.37M -$15.7M -105,432 -92%
PWA
1942
Providence Wealth Advisors
Illinois
$1.36M -$75K -497 -5%
BEI
1943
Benjamin Edwards Inc
Missouri
$1.36M -$243K -1,634 -15%
IHL
1944
Investment House LLC
California
$1.36M
CCA
1945
Cora Capital Advisors
New Jersey
$1.36M -$22.9K -154 -2%
ARMT
1946
Amica Retiree Medical Trust
Rhode Island
$1.36M +$48.8K +328 +4%
QC
1947
Quent Capital
New York
$1.36M +$89.3K +601 +7%
EIP
1948
Ellis Investment Partners
Pennsylvania
$1.36M +$2.68K +18 +0.2%
KC
1949
Kingfisher Capital
North Carolina
$1.35M +$4.16K +28 +0.3%
IWM
1950
Iams Wealth Management
Nebraska
$1.35M -$699K -4,742 -34%