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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
PA
2501
PSI Advisors
Florida
$646K -$25.6K -179 -4%
TT
2502
TI-Trust
Illinois
$646K
RCA
2503
Ranch Capital Advisors
Florida
$646K -$9.86K -69 -2%
WCM
2504
Wedge Capital Management
North Carolina
$643K +$12.6K +88 +2%
SSW
2505
Stone Summit Wealth
Florida
$641K -$35.7K -250 -5%
PO
2506
Private Ocean
California
$641K +$8.86K +62 +1%
OCM
2507
Objective Capital Management
Ohio
$641K -$9.15K -64 -1%
CCIA
2508
Cherry Creek Investment Advisors
Colorado
$641K +$4K +28 +0.7%
FA
2509
Fountainhead AM
New Jersey
$640K -$9.29K -65 -1%
KCM
2510
KRS Capital Management
Michigan
$639K -$4K -28 -0.6%
CBB
2511
Citizens Business Bank
California
$639K -$715 -5 -0.1%
JJBC
2512
James J. Burns & Company
New York
$639K +$379K +2,652 +161%
HSWM
2513
Hubbell Strickland Wealth Management
Louisiana
$638K +$15.6K +109 +3%
TWM
2514
Tanager Wealth Management
United Kingdom
$637K -$26.3K -184 -4%
CIA
2515
Citadel Investment Advisory
Ohio
$637K
GIM
2516
Greylin Investment Management
Virginia
$636K
LJAC
2517
L.J. Altfest & Co
New York
$635K -$286 -2 -0%
GWAG
2518
Garrett Wealth Advisory Group
Texas
$634K -$7.86K -55 -1%
BWM
2519
Boyd Wealth Management
California
$631K
CPA
2520
Capital Planning Advisors
California
$630K +$18.6K +130 +3%
EIA
2521
Edgemoor Investment Advisors
Maryland
$628K +$33.6K +235 +6%
NFSG
2522
Newbridge Financial Services Group
Florida
$624K +$53.5K +374 +10%
APA
2523
Astoria Portfolio Advisors
New York
$624K -$18.4K -129 -3%
TF
2524
Trek Financial
Arizona
$623K +$171K +1,194 +40%
SWA
2525
SOA Wealth Advisors
New York
$623K -$51.6K -361 -8%

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.