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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 %
CAMV
2101
Concord Asset Management (Virginia)
Virginia
$1.08M +$659K +4,433 +155%
SAM
2102
Security Asset Management
New York
$1.08M -$299K -2,013 -22%
EWA
2103
EverSource Wealth Advisors
Alabama
$1.08M -$103K -696 -9%
FGA
2104
Fortis Group Advisors
New Jersey
$1.08M +$1.08M +6,914 New
PHS
2105
Pekin Hardy Strauss
Illinois
$1.08M -$7.88K -53 -0.7%
SOAMC
2106
Spirit of America Management Corp
New York
$1.08M
ME
2107
McIlrath & Eck
Washington
$1.08M -$16.2K -109 -1%
VCP
2108
Verus Capital Partners
Arizona
$1.07M -$15.6K -105 -1%
MFG
2109
Menard Financial Group
Texas
$1.07M +$130K +875 +14%
EWM
2110
Evermay Wealth Management
Virginia
$1.07M -$18.9K -127 -2%
LA
2111
Lifeworks Advisors
Michigan
$1.07M +$88.2K +593 +9%
MSFP
2112
Mark Sheptoff Financial Planning
Connecticut
$1.07M -$7.29K -49 -0.7%
ACA
2113
Affinity Capital Advisors
California
$1.07M +$1.93K +13 +0.2%
CII
2114
Capital International Inc
California
$1.06M +$51K +343 +5%
GP
2115
Greenline Partners
New York
$1.06M -$404K -2,714 -28%
WEG
2116
World Equity Group
Illinois
$1.06M +$980K +100,230 +1,243%
SC
2117
Steph & Co
Wisconsin
$1.06M +$157K +1,056 +17%
LSV Asset Management
2118
LSV Asset Management
Illinois
$1.06M
ACG
2119
Allen Capital Group
Nebraska
$1.05M +$1.05M +7,093 New
DWM
2120
Drive Wealth Management
Utah
$1.05M +$160K +1,076 +18%
CIS
2121
Capital International Sarl
California
$1.05M +$212K +1,423 +25%
RIM
2122
Reliant Investment Management
Tennessee
$1.05M -$8.18K -55 -0.8%
TPWA
2123
TRUE Private Wealth Advisors
Oregon
$1.05M +$5.8K +39 +0.6%
CF
2124
Cantor Fitzgerald
New York
$1.04M -$66.3K -446 -6%
ACM
2125
Advance Capital Management
Michigan
$1.04M -$77K -518 -7%