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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 %
HGERS
2351
Householder Group Estate & Retirement Specialist
Arizona
$764K +$764K +5,140 New
RIM
2352
Redwood Investment Management
Arizona
$761K +$496K +3,334 +187%
SAM
2353
Sequent Asset Management
Texas
$760K
BAM
2354
BOS Asset Management
Illinois
$760K -$8.18K -55 -1%
GAMC
2355
Garner Asset Management Corp
Texas
$759K -$26.9K -181 -3%
RW
2356
REDW Wealth
New Mexico
$758K +$114K +766 +18%
HHGA
2357
Halbert Hargrove Global Advisors
California
$758K +$21.7K +146 +3%
FWA
2358
FSM Wealth Advisors
Ohio
$756K +$68.4K +460 +10%
CFP
2359
Curran Financial Partners
South Carolina
$755K +$19.6K +132 +3%
CWS
2360
Cypress Wealth Services
California
$753K +$17.2K +116 +2%
SIS
2361
Sound Income Strategies
Florida
$752K -$73.8K -496 -9%
WWM
2362
Windsor Wealth Management
Indiana
$751K -$5.13K -34 -0.7%
SW
2363
Simplicity Wealth
New Jersey
$751K -$15.9K -107 -2%
WBG
2364
Wharton Business Group
Pennsylvania
$750K
SDAM
2365
Shulman DeMeo Asset Management
New York
$749K -$2.68K -18 -0.4%
BAMG
2366
Brand Asset Management Group
Missouri
$748K +$292K +1,963 +64%
QPW
2367
Quantum Private Wealth
Florida
$748K -$10.3K -69 -1%
WQ
2368
Wealth Quarterback
New Jersey
$747K -$628K -4,225 -46%
FRA
2369
Front Row Advisors
California
$747K -$6.99K -47 -0.9%
MIC
2370
Meridian Investment Counsel
California
$746K
BLC
2371
Brown, Lisle/Cummings
Rhode Island
$745K +$15K +101 +2%
HFRG
2372
Houlihan Financial Resource Group
Virginia
$745K -$21.9K -147 -3%
GAM
2373
Gould Asset Management
California
$744K
EFM
2374
Eley Financial Management
Vermont
$743K
FNBOSM
2375
First National Bank of South Miami
Florida
$741K -$56.9K -383 -7%