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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 %
ZAM
2151
Zevin Asset Management
Massachusetts
$1.02M -$128K -860 -11%
MWM
2152
Merriman Wealth Management
Washington
$1.01M -$7.88K -53 -0.8%
AIC
2153
Archer Investment Corporation
Indiana
$1.01M +$13.9K +101 +1%
DCM
2154
Dudley Capital Management
Virginia
$1.01M
EGA
2155
Eagle Global Advisors
Texas
$1.01M
TDC
2156
Thompson Davis & Co
Virginia
$1.01M -$297 -2 -0%
EBSAM
2157
Eubel Brady & Suttman Asset Management
Ohio
$1.01M +$8.33K +56 +0.8%
AP
2158
Arlington Partners
Alabama
$1.01M -$20.4K -137 -2%
E
2159
ETFidea
New York
$1.01M +$12.9K +87 +1%
RIS
2160
Retirement Income Solutions
Michigan
$1M
AAP
2161
Aristotle Atlantic Partners
Florida
$999K
APWA
2162
Atlas Private Wealth Advisors
New Jersey
$999K -$79K -531 -7%
WHG
2163
Westwood Holdings Group
Texas
$995K +$174K +1,168 +21%
PWSG
2164
Pacific Wealth Strategies Group
California
$995K +$113K +763 +13%
ACM
2165
Avalon Capital Management
California
$994K -$7.43K -50 -0.7%
MW
2166
Marks Wealth
Maryland
$994K
WA
2167
Waverly Advisors
Alabama
$993K -$439K -2,953 -31%
JF
2168
JSF Financial
California
$993K -$6.69K -45 -0.7%
LWM
2169
Liberty Wealth Management
California
$992K +$992K +6,675 New
APW
2170
Axim Planning & Wealth
Ohio
$992K -$143K -965 -13%
IAMOG
2171
Investors Asset Management of Georgia
Georgia
$992K -$37.2K -250 -4%
ANB
2172
Amarillo National Bank
Texas
$990K -$13.7K -92 -1%
RWP
2173
Revolve Wealth Partners
New Jersey
$989K +$53.7K +361 +6%
DOA
2174
D'Orazio & Associates
Virginia
$989K +$23.2K +156 +2%
PWA
2175
Phoenix Wealth Advisors
North Carolina
$987K -$1.88M -12,613 -66%