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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 %
RTC
2276
Riverview Trust Company
Washington
$840K +$36.3K +244 +5%
ORC
2277
O'Rourke & Company
Massachusetts
$840K +$743 +5 +0.1%
PA
2278
Parkside Advisors
California
$839K -$58.6K -394 -7%
RRC
2279
Relaxing Retirement Coach
Massachusetts
$837K
SIM
2280
SSI Investment Management
California
$837K -$156K -1,052 -16%
RPA
2281
Rock Point Advisors
Vermont
$836K -$53.5K -360 -6%
MFG
2282
Midwest Financial Group
Kansas
$835K +$835K +5,613 New
PWMG
2283
Pinnacle Wealth Management Group
Michigan
$834K -$29.7K -200 -3%
CWA
2284
CM Wealth Advisors
Ohio
$834K +$50.1K +322 +6%
SIC
2285
Sterling Investment Counsel
New York
$833K +$3.57K +24 +0.4%
WAS
2286
Winch Advisory Services
Wisconsin
$833K +$9.07K +61 +1%
JSC
2287
Jackson Square Capital
California
$830K +$830K +5,581 New
LIG
2288
Lokken Investment Group
Delaware
$829K +$11.3K +76 +1%
RFA
2289
Resurgent Financial Advisors
Georgia
$828K -$87.4K -588 -10%
TWM
2290
TriaGen Wealth Management
California
$828K +$5.65K +38 +0.7%
GFG
2291
Goldstone Financial Group
Illinois
$828K +$828K +5,567 New
CIP
2292
Convergence Investment Partners
Florida
$826K +$11.6K +78 +1%
BCP
2293
Berkeley Capital Partners
Georgia
$825K +$42.7K +287 +5%
ODG
2294
O'Dell Group
Ohio
$823K -$56.2K -378 -6%
SLT
2295
St Louis Trust
Missouri
$822K
WC
2296
Waterloo Capital
Texas
$821K +$821K +5,523 New
AIA
2297
Alera Investment Advisors
Illinois
$821K -$74.8K -503 -8%
CSA
2298
Cottage Street Advisors
Massachusetts
$820K -$77.2M -519,210 -99%
SPWM
2299
Schrum Private Wealth Management
Florida
$817K -$23.5K -158 -3%
OLVIG
2300
Oliver Lagore Vanvalin Investment Group
Michigan
$817K +$324K +2,182 +66%