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Procter & Gamble

3,376 hedge funds and large institutions have $227B invested in Procter & Gamble in 2023 Q1 according to their latest regulatory filings, with 163 funds opening new positions, 1,478 increasing their positions, 1,369 reducing their positions, and 112 closing their positions.

New
Increased
Maintained
Reduced
Closed

52% more call options, than puts

Call options by funds: $2.48B | Put options by funds: $1.63B

46% more first-time investments, than exits

New positions opened: 163 | Existing positions closed: 112

2.12% more ownership

Funds ownership: 64.19%66.31% (+2.1%)

8% more repeat investments, than reductions

Existing positions increased: 1,478 | Existing positions reduced: 1,369

1% less funds holding

Funds holding: 3,3993,376 (-23)

3% less capital invested

Capital invested by funds: $234B → $227B (-$6.8B)

16% less funds holding in top 10

Funds holding in top 10: 335283 (-52)

Holders
3,376
Holders Change
-23
Holders Change %
-0.68%
% of All Funds
53.79%
Holding in Top 10
283
Holding in Top 10 Change
-52
Holding in Top 10 Change %
-15.52%
% of All Funds
4.51%
New
163
Increased
1,478
Reduced
1,369
Closed
112
Calls
$2.48B
Puts
$1.63B
Net Calls
+$853M
Net Calls Change
-$317M
Name Holding Trade Value Shares
Change
Change in
Stake
EFG
2476
Ethos Financial Group
Pennsylvania
$666K +$3.29K +23 +0.5%
AWG
2477
Altus Wealth Group
Colorado
$665K -$9.29K -65 -1%
EDRIA
2478
Edmonds Duncan Registered Investment Advisors
Kansas
$665K
Verition Fund Management
2479
Verition Fund Management
Connecticut
$664K -$3.85M -26,938 -86%
TBWA
2480
Three Bridge Wealth Advisors
California
$664K +$111K +777 +21%
AWP
2481
Abacus Wealth Partners
California
$663K +$378K +2,644 +164%
AL
2482
ADE LLC
Maryland
$663K
I2I
2483
Insight 2811 Inc
Illinois
$662K -$4.15K -29 -0.6%
RWM
2484
Revisor Wealth Management
Ohio
$662K +$636K +4,451 New
SAA
2485
Southeast Asset Advisors
Georgia
$661K -$152K -1,060 -19%
MFG
2486
MTM Financial Group
Pennsylvania
$660K
FM
2487
Family Management
New York
$658K -$64.5K -451 -9%
PCM
2488
Pointe Capital Management
Michigan
$658K +$23.2K +162 +4%
BCM
2489
Brown Capital Management
Maryland
$658K
MG
2490
Marex Group
$657K +$402K +2,812 +175%
KWM
2491
KFG Wealth Management
Indiana
$657K +$182K +1,272 +42%
GA
2492
Geller Advisors
New York
$654K +$88.3K +618 +16%
EFM
2493
E Fund Management
China
$653K -$28.6K -200 -4%
WP
2494
Waycross Partners
Kentucky
$652K
CGFA
2495
Colton Groome Financial Advisors
North Carolina
$651K +$93.9K +657 +18%
FZCM
2496
Flynn Zito Capital Management
New York
$651K -$20.2K -141 -3%
LRWA
2497
Long Run Wealth Advisors
New York
$650K +$7.58K +53 +1%
TIA
2498
Tiemann Investment Advisors
California
$648K -$22.9K -160 -4%
TA
2499
TruWealth Advisors
Louisiana
$648K -$29.6K -207 -5%
AR
2500
Apeiron RIA
Texas
$648K +$143 +1 +0%

PG Hedge Fund Activity: Q1 2023 in Review

3,376 of the 6,276 institutional investors tracked by Wall St. Rank reported a position in Procter & Gamble (PG) for Q1 2023, worth a combined $227B — down 2.9% from $234B a quarter earlier.

Buyers outnumbered sellers: 163 funds opened new PG positions and 112 closed out — a net gain of 51 holders — while 1,478 added to existing stakes and 1,369 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $1.03B. The largest seller was State Street, cutting an estimated $451M.

  • 3,376 institutional investors held Procter & Gamble (PG) as of Q1 2023, down from 3,399 in Q4 2022.
  • Funds reported $227B of Procter & Gamble stock for Q1 2023, down 2.9% quarter-over-quarter.
  • 163 funds opened new Procter & Gamble positions in Q1 2023 and 112 closed out, a net change of +51 holders.
  • The largest Procter & Gamble buyer in Q1 2023 was T. Rowe Price Associates, an estimated $1.03B added.
  • The largest Procter & Gamble seller in Q1 2023 was State Street, an estimated $451M sold.

Based on aggregated 13F filings for Q1 2023.