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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 %
FI
2301
Financial Insights
Washington
$816K -$281K -1,891 -26%
AWAU
2302
Alliance Wealth Advisors (Utah)
Utah
$816K +$367K +2,471 +82%
FTWA
2303
Fifth Third Wealth Advisors
Ohio
$815K +$815K +5,480 New
AMBIA
2304
Allen Mooney & Barnes Investment Advisors
Georgia
$813K -$14.4K -97 -2%
PFM
2305
Premier Fund Managers
United Kingdom
$811K
LOPW
2306
Live Oak Private Wealth
North Carolina
$809K +$1.34K +9 +0.2%
CHJWM
2307
Carlton Hofferkamp & Jenks Wealth Management
Texas
$808K -$12.6K -82 -2%
XSC
2308
X-Square Capital
Puerto Rico
$808K -$202K -1,357 -20%
KWM
2309
Kolinsky Wealth Management
New Jersey
$807K +$355K +2,388 +79%
PPW
2310
Pasadena Private Wealth
California
$806K -$3.57K -24 -0.4%
CSWG
2311
Cardinal Strategic Wealth Guidance
Kentucky
$803K -$119K -804 -13%
NQWM
2312
Northwest Quadrant Wealth Management
Oregon
$802K +$5.95K +40 +0.7%
SEM
2313
Strategic Equity Management
Arizona
$802K
VW
2314
Vance Wealth
California
$801K +$31.5K +212 +4%
GB
2315
Goepper Burkhardt
South Carolina
$800K
TNA
2316
True North Advisors
Texas
$798K +$106K +711 +15%
LRIC
2317
Long Road Investment Counsel
Michigan
$796K -$74.4K -500 -9%
CEI
2318
Clark Estates Inc
New York
$795K -$16.4K -110 -2%
AAG
2319
Armstrong Advisory Group
Massachusetts
$795K +$26.8K +180 +3%
VIG
2320
Vienna Insurance Group
Poland
$792K +$792K +5,325 New
PWM
2321
Paulson Wealth Management
Illinois
$791K +$19.8K +133 +3%
WAL
2322
W Advisors LLC
Tennessee
$789K -$8.18K -55 -1%
GWM
2323
GDS Wealth Management
Texas
$789K -$1.78K -12 -0.2%
KLI
2324
Kelman-Lazarov Inc
Tennessee
$789K -$36.6K -246 -4%
LCM
2325
LCM Capital Management
Illinois
$788K +$32.1K +216 +4%