PG icon

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 %
IFWM
2201
Institute for Wealth Management
Colorado
$947K -$44.6K -300 -4%
TFF
2202
The Family Firm
Maryland
$943K -$188K -1,263 -17%
CBFP
2203
Cedar Brook Financial Partners
Ohio
$941K +$26.3K +177 +3%
PP
2204
Pacifica Partners
Canada
$941K +$9.7K +64 +1%
HGWM
2205
Horst & Graben Wealth Management
Oregon
$940K +$297 +2 +0%
Financial Engines Advisors
2206
Financial Engines Advisors
California
$937K +$7.58K +51 +0.8%
PIA
2207
Perennial Investment Advisors
California
$937K +$34K +229 +4%
TCM
2208
Traynor Capital Management
Pennsylvania
$936K -$55K -370 -6%
VEA
2209
Virtus ETF Advisers
New York
$936K +$42.2K +284 +5%
APSI
2210
Asset Planning Services Inc
Louisiana
$935K
RSA
2211
River Street Advisors
Illinois
$934K +$19.8K +133 +2%
SRC
2212
Sage Rhino Capital
California
$934K -$4.76K -32 -0.5%
FDDB
2213
Fidelity D&D Bancorp
Pennsylvania
$933K +$933K +5,751 New
MCM
2214
Magnolia Capital Management
New York
$932K
HVM
2215
Harvest Volatility Management
Connecticut
$926K -$96K -651 -9%
AMCA
2216
Arthur M. Cohen & Associates
Illinois
$926K +$40.1K +270 +5%
DA
2217
Dover Advisors
Virginia
$925K +$68.4K +460 +8%
MAM
2218
Morse Asset Management
Connecticut
$921K -$30.9K -208 -3%
MCM
2219
Morton Capital Management
California
$920K
SM
2220
Sweeney & Michel
California
$918K +$918K +6,356 New
TA
2221
Townsend & Associates
Colorado
$917K +$663K +4,237 +260%
FSC
2222
Full Sail Capital
Oklahoma
$917K +$20.4K +137 +2%
RCG
2223
Resource Consulting Group
Florida
$911K -$105K -709 -10%
PIM
2224
Provident Investment Management
Michigan
$909K -$155K -1,044 -15%
AA
2225
Alta Advisers
United Kingdom
$907K