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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 %
EI
1976
Ethic Inc
New York
$1.3M +$75.7K +509 +6%
AA
1977
Apriem Advisors
California
$1.3M +$186K +1,254 +17%
AIM
1978
Acropolis Investment Management
Missouri
$1.3M +$5.35K +36 +0.4%
HFP
1979
Holistic Financial Partners
Indiana
$1.3M -$23.3K -157 -2%
BWA
1980
Burt Wealth Advisors
Maryland
$1.29M +$8.92K +60 +0.7%
FB
1981
First Bancorp
Maine
$1.29M -$33.6K -226 -3%
BKA
1982
Brick & Kyle Associates
Pennsylvania
$1.29M +$892 +6 +0.1%
KA
1983
Klingman & Associates
New York
$1.29M +$48.8K +328 +4%
RCM
1984
Raleigh Capital Management
North Carolina
$1.29M +$95.6K +643 +8%
LCS
1985
Levin Capital Strategies
New York
$1.29M
QIM
1986
Quest Investment Management
Oregon
$1.29M -$1.61M -10,841 -56%
CFCI
1987
Comprehensive Financial Consultants Institutional
Indiana
$1.28M +$46.1K +310 +4%
FFA
1988
Farther Finance Advisors
California
$1.28M +$347K +2,336 +37%
HAC
1989
Harbor Advisory Corp
New Hampshire
$1.28M
IDBONY
1990
Israel Discount Bank of New York
New York
$1.28M -$67.4K -453 -5%
TW
1991
Towerpoint Wealth
California
$1.28M +$121K +813 +10%
IIL
1992
Insight Inv LLC
California
$1.27M -$78.1K -525 -6%
JSW
1993
Journey Strategic Wealth
New Jersey
$1.27M -$149K -1,005 -11%
PGA
1994
Portland Global Advisors
Maine
$1.27M -$412K -2,772 -25%
APIM
1995
Agate Pass Investment Management
Washington
$1.27M +$98.6K +663 +8%
SIG
1996
Spinnaker Investment Group
California
$1.27M +$12.2K +82 +1%
BC
1997
Barrett & Company
Rhode Island
$1.27M +$848K +5,706 +202%
RWMG
1998
Redwood Wealth Management Group
New Jersey
$1.27M -$55.6K -374 -4%
GLR
1999
Great Lakes Retirement
Ohio
$1.27M +$477K +3,210 +61%
PCP
2000
Proficio Capital Partners
Massachusetts
$1.27M +$35.4K +238 +3%