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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
JBA
2601
Johnson Bixby & Associates
Washington
$562K -$7.15K -50 -1%
GA
2602
Gateway Advisory
New Jersey
$561K
BZWA
2603
Blue Zone Wealth Advisors
California
$560K -$17.7K -124 -3%
NC
2604
NinePointTwo Capital
California
$559K -$10.9K -76 -2%
PCM
2605
Princeton Capital Management
New Jersey
$559K -$10.4K -73 -2%
NF
2606
Nvest Financial
New Hampshire
$558K +$57.9K +405 +12%
AWM
2607
Avondale Wealth Management
Texas
$557K +$42.9K +300 +9%
AIM
2608
AMI Investment Management
Indiana
$556K -$27.2K -190 -5%
CAWM
2609
Capital Advisors Wealth Management
Washington
$554K +$19.9K +139 +4%
SA
2610
Syntax Advisors
New York
$552K +$45.9K +321 +9%
VCG
2611
Vantage Consulting Group
Virginia
$552K +$45.9K +321 +9%
ECAM
2612
East Coast Asset Management
Massachusetts
$551K
HAS
2613
Holland Advisory Services
Florida
$551K +$143 +1 +0%
SSG
2614
Summit Securities Group
New York
$551K -$629K -4,397 -54%
W
2615
WealthOne
New York
$550K +$9.29K +65 +2%
RCG
2616
Rock Creek Group
District of Columbia
$550K +$66.3K +464 +14%
LSC
2617
Lesa Sroufe & Co
Washington
$548K
PGWM
2618
Parisi Gray Wealth Management
New Jersey
$548K +$143 +1 +0%
SRSA
2619
S.R. Schill & Associates
Washington
$545K
GWAM
2620
Guardian Wealth Advisors (Minnesota)
Minnesota
$544K +$70.3K +492 +16%
SC
2621
Seldon Capital
California
$544K +$261K +1,828 +100%
BFPW
2622
BOK Financial Private Wealth
Colorado
$543K +$2.29K +16 +0.4%
CWA
2623
Clarity Wealth Advisors
California
$543K -$45.7K -320 -8%
FAFN
2624
First Affirmative Financial Network
Colorado
$543K +$56.3K +394 +12%
AC
2625
Armistice Capital
New York
$541K +$520K +3,639 New

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.