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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
MCP
2526
Mirador Capital Partners
California
$622K -$373K -2,608 -38%
KL
2527
KilterHowling LLC
Colorado
$622K -$20K -140 -3%
SA
2528
SRH Advisors
Kansas
$621K -$28K -196 -4%
TWM
2529
Tradition Wealth Management
Minnesota
$621K +$60.3K +422 +11%
OCPWS
2530
One Charles Private Wealth Services
Massachusetts
$619K -$9.29K -65 -2%
FOA
2531
Five Oceans Advisors
California
$618K -$14K -98 -2%
CNAM
2532
Campbell Newman Asset Management
Wisconsin
$617K
TC
2533
Tacita Capital
Ontario, Canada
$617K
ACM
2534
Armbruster Capital Management
New York
$617K -$54.5K -381 -8%
HR
2535
Howe & Rusling
New York
$614K -$23.6K -165 -4%
CF
2536
Clarity Financial
Texas
$612K -$6.81M -47,620 -92%
SCA
2537
Sandy Cove Advisors
Massachusetts
$610K
GAAM
2538
Guinness Atkinson Asset Management
California
$610K +$12.6K +88 +2%
T
2539
TRUADVICE
Florida
$610K +$299K +2,095 +116%
FC
2540
Forte Capital
New York
$608K -$3.86K -27 -0.7%
FAT
2541
First American Trust
California
$608K +$11K +77 +2%
HC
2542
Hoese & Co
Minnesota
$608K -$14.3K -100 -2%
SCA
2543
Stuart Chaussee & Associates
California
$608K +$1K +7 +0.2%
WLIM
2544
White Lighthouse Investment Management
Massachusetts
$608K +$143 +1 +0%
QFA
2545
Quantum Financial Advisors
California
$605K -$28K -196 -5%
AMC
2546
Asset Management Corp
Illinois
$605K -$49.5K -346 -8%
TA
2547
TrueWealth Advisors
Alabama
$605K +$48.6K +340 +9%
B
2548
Barings
North Carolina
$603K -$44.6K -312 -7%
AC
2549
ASB Consultores
Florida
$603K -$153K -1,069 -21%
TF
2550
TimeScale Financial
Massachusetts
$603K +$9.01K +63 +2%

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.