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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
SFS
2551
Security Financial Services
Indiana
$601K +$15.2K +106 +3%
FRM
2552
Fox Run Management
Connecticut
$600K +$577K +4,037 New
SWM
2553
Sugarloaf Wealth Management
Georgia
$600K +$25.4K +178 +5%
SWP
2554
Summit Wealth Partners
Florida
$600K -$24.2K -169 -4%
PCA
2555
Providence Capital Advisors
North Carolina
$599K -$175K -1,224 -23%
BHPW
2556
Beverly Hills Private Wealth
California
$598K +$373K +2,606 +184%
AWM
2557
Aspire Wealth Management
Massachusetts
$597K +$429 +3 +0.1%
PFC
2558
Phocas Financial Corp
California
$595K -$154K -1,080 -21%
TIM
2559
Tortoise Investment Management
New York
$595K
CC
2560
Callan Capital
California
$595K -$179K -1,250 -24%
MSE
2561
MUFG Securities EMEA
United Kingdom
$592K -$2.86K -20 -0.5%
AWM
2562
Angeles Wealth Management
California
$591K +$10.6K +74 +2%
BW
2563
Basepoint Wealth
Iowa
$591K -$27.6K -193 -5%
TFGT
2564
TS Financial Group (TSFG)
Illinois
$591K +$2.29K +16 +0.4%
GA
2565
Greytown Advisors
Florida
$589K -$1K -7 -0.2%
RA
2566
Ruggaard & Associates
Ohio
$588K +$566K +3,957 New
CPM
2567
Connective Portfolio Management
New York
$588K
RIA
2568
Richwood Investment Advisors
Ohio
$586K
SLG
2569
Stanley-Laman Group
Pennsylvania
$584K +$258K +1,802 +85%
C
2570
Certuity
Florida
$583K +$67.2K +470 +14%
GPA
2571
Guidance Point Advisors
Massachusetts
$583K
AFC
2572
AFT Forsyth & Company
Florida
$582K
PS
2573
Planned Solutions
California
$581K +$25.9K +181 +5%
CG
2574
Clifford Group
Massachusetts
$580K +$29.9K +209 +6%
SMH
2575
Sanders Morris Harris
Texas
$579K -$754K -5,276 -58%

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.