We are live on ! Find out more
PG icon

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
PWS
2576
Private Wealth Strategies
Ohio
$578K +$286 +2 +0.1%
CCM
2577
Chiron Capital Management
Florida
$577K -$2.86K -20 -0.5%
HKIM
2578
Hayek Kallen Investment Management
Alabama
$577K
LCM
2579
Liberty Capital Management
Michigan
$576K -$76.5K -535 -12%
MFA
2580
McClarren Financial Advisors
Pennsylvania
$576K +$2K +14 +0.4%
CC
2581
Corton Capital
Ontario, Canada
$573K -$228K -1,598 -29%
CCP
2582
Cassia Capital Partners
North Carolina
$573K -$9.72K -68 -2%
VC
2583
Veracity Capital
Georgia
$572K -$138K -962 -20%
BRG
2584
Bay Rivers Group
Virginia
$572K -$6.72K -47 -1%
BSAM
2585
Blue Square Asset Management
New York
$571K +$549K +3,841 New
PSP
2586
Pacific Sage Partners
Washington
$570K +$143 +1 +0%
FC
2587
Fulcrum Capital
Washington
$569K +$71K +497 +15%
LCWP
2588
Legacy Capital Wealth Partners
Arkansas
$568K +$546K +3,822 New
CP
2589
Covenant Partners
Tennessee
$568K -$123K -857 -18%
MIAS
2590
Mason Investment Advisory Services
Virginia
$568K -$218K -1,526 -29%
AC
2591
AlphaCore Capital
California
$567K +$167K +1,165 +44%
JCM
2592
Jacobsen Capital Management
Utah
$567K +$545K +3,810 New
ACM
2593
Adalta Capital Management
New York
$566K
VCWA
2594
Vanguard Capital Wealth Advisors
Colorado
$566K -$11.7K -82 -2%
CM
2595
Castleark Management
Illinois
$565K
LFM
2596
LGT Fund Management
Liechtenstein
$565K +$10.3K +72 +2%
AP
2597
Adero Partners
California
$564K -$6.43K -45 -1%
FMP
2598
Financial Management Professionals
Texas
$564K +$42.9K +300 +9%
TWP
2599
Tower Wealth Partners
Pennsylvania
$563K +$429 +3 +0.1%
AFT
2600
Alpha Family Trust
California
$562K +$197K +1,380 +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.