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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 %
NFA
1951
Northern Financial Advisors
Michigan
$1.35M +$892 +6 +0.1%
WAS
1952
Wealth Advisory Solutions
Indiana
$1.35M -$9.07K -61 -0.7%
BRA
1953
Biechele Royce Advisors
Indiana
$1.35M -$16.9K -114 -1%
MA
1954
MJP Associates
Connecticut
$1.34M +$29.3K +197 +2%
SPWG
1955
Syntegra Private Wealth Group
Missouri
$1.34M +$639K +4,299 +91%
ARC
1956
Advisor Resource Council
Texas
$1.34M +$317K +2,103 +31%
VNA
1957
Valley National Advisers
Pennsylvania
$1.34M +$156 +1 +0%
SCP
1958
Syntal Capital Partners
Texas
$1.34M +$36.3K +244 +3%
AAM
1959
AMI Asset Management
California
$1.33M -$4.16K -28 -0.3%
IP
1960
Investment Partners
Ohio
$1.33M +$4.01K +27 +0.3%
PCMC
1961
Paragon Capital Management (Colorado)
Colorado
$1.33M
MIH
1962
Meitav Investment House
Israel
$1.33M
GSEP
1963
Golden State Equity Partners
California
$1.33M +$1.33M +8,946 New
ATFA
1964
All Terrain Financial Advisors
Minnesota
$1.33M +$46.2K +311 +4%
CAM
1965
Cubic Asset Management
Massachusetts
$1.33M +$10.9K +73 +0.8%
OIM
1966
Opus Investment Management
Massachusetts
$1.32M
CFAM
1967
Center For Asset Management
Florida
$1.32M -$20.2K -136 -2%
NL
1968
NVWM LLC
Pennsylvania
$1.32M -$1.49K -10 -0.1%
SFI
1969
SPC Financial Inc
Maryland
$1.32M -$14.3K -96 -1%
EWM
1970
EPG Wealth Management
Georgia
$1.32M +$337K +2,267 +34%
SWA
1971
Sutton Wealth Advisors
Florida
$1.31M -$448K -3,010 -25%
CFO
1972
CVA Family Office
Colorado
$1.31M +$67.7K +455 +5%
DWM
1973
Dorchester Wealth Management
Quebec, Canada
$1.31M +$691K +4,644 +112%
TC
1974
TAP Consulting
Missouri
$1.3M -$77.6K -522 -6%
BAM
1975
Byrne Asset Management
New Jersey
$1.3M -$81K -545 -6%