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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 %
SCM
2226
Stordahl Capital Management
Colorado
$906K +$40.7K +274 +5%
QPWM
2227
Quadrant Private Wealth Management
Pennsylvania
$901K -$30K -202 -3%
SHFA
2228
SC&H Financial Advisors
Maryland
$900K -$4.92M -33,116 -85%
DG
2229
DMC Group
Alabama
$900K +$62.3K +417 +7%
KL
2230
KWMG LLC
Kansas
$894K +$26.5K +178 +3%
PSP
2231
Principal Street Partners
Tennessee
$889K -$5.4M -36,334 -86%
BWM
2232
Baron Wealth Management
Michigan
$886K +$8.92K +60 +1%
TLCM
2233
Twin Lakes Capital Management
California
$886K +$850 +8 +0.1%
IF
2234
IRON Financial
Illinois
$886K +$18.1K +122 +2%
SWP
2235
Semus Wealth Partners
Florida
$886K -$56.9K -383 -6%
PWP
2236
Phillips Wealth Planners
Mississippi
$885K +$313 +2 +0%
PPWP
2237
Proquility Private Wealth Partners
Nevada
$884K +$884K +5,942 New
CM
2238
Columbus Macro
Pennsylvania
$880K
M
2239
MOTCO
Texas
$880K -$8.48K -57 -1%
TCOO
2240
Trust Company of Oklahoma
Oklahoma
$880K
CWM
2241
Chemistry Wealth Management
New York
$879K -$52.2K -351 -6%
SOW
2242
State of Wyoming
Wyoming
$879K +$428K +2,878 +95%
CFS
2243
Cannon Financial Strategists
Georgia
$879K -$54.3K -365 -6%
VCM
2244
Vivaldi Capital Management
Illinois
$878K -$1.95M -13,141 -69%
MFG
2245
Mainsail Financial Group
Washington
$877K +$25.8K +167 +3%
PWM
2246
Peterson Wealth Management
Nevada
$875K -$1.64K -11 -0.2%
PWMG
2247
Provence Wealth Management Group
California
$874K +$374K +2,517 +75%
PWP
2248
Perfromance Wealth Partners
Illinois
$874K -$92.9K -625 -10%
CWM
2249
Cabot Wealth Management
Massachusetts
$873K +$4.46K +30 +0.5%
SMWM
2250
Silvia McColl Wealth Management
California
$873K +$11K +74 +1%