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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 %
PIA
2376
Pinion Investment Advisors
Kansas
$741K -$269K -1,811 -27%
HIG
2377
Heritage Investment Group
Florida
$741K
GFL
2378
Granite FO LLC
New Hampshire
$739K +$730K +4,667 +7,778%
LPAM
2379
Lodestar Private Asset Management
California
$738K +$42.1K +283 +6%
HZ
2380
Hixon Zuercher
Ohio
$738K
HF
2381
HRT Financial
New York
$738K -$5.62M -37,866 -88%
OIA
2382
Optimum Investment Advisors
Illinois
$738K -$68.8K -463 -9%
GSC
2383
Grey Street Capital
Illinois
$736K +$736K +4,948 New
HP
2384
Hilltop Partners
Indiana
$735K -$18.3K -123 -2%
VP
2385
Verum Partners
North Carolina
$735K +$1.64K +11 +0.2%
ICP
2386
Ironvine Capital Partners
Nebraska
$735K
EAM
2387
Eukles Asset Management
Ohio
$731K +$25.3K +170 +4%
BW
2388
BIP Wealth
Georgia
$731K +$731K +4,915 New
WCWM
2389
Willow Creek Wealth Management
California
$731K +$33.5K +225 +5%
BP
2390
Broadleaf Partners
Ohio
$727K
TW
2391
TrinityPoint Wealth
Connecticut
$726K +$25.6K +172 +4%
WEPOG
2392
Wealth Enhancement & Preservation of GA
Georgia
$726K +$127K +854 +21%
CWM
2393
Castle Wealth Management
Florida
$725K -$9.22K -62 -1%
TCCM
2394
Timber Creek Capital Management
Massachusetts
$724K -$25.3K -170 -3%
AAMC
2395
Asset Allocation & Management Company
Illinois
$723K -$535K -3,600 -43%
BFM
2396
Boothbay Fund Management
New York
$723K -$897K -6,031 -55%
FC
2397
FCA Corp
Texas
$723K +$59.6K +401 +9%
BFA
2398
Brendel Financial Advisors
New Hampshire
$722K +$722K +4,859 New
BIP
2399
Blueprint Investment Partners
North Carolina
$720K -$835K -5,697 -54%
XWM
2400
Xcel Wealth Management
Florida
$720K +$6.1K +41 +0.9%