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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
WFA
2626
Wellspring Financial Advisors
Ohio
$541K -$97.1K -679 -16%
QCIG
2627
Quad-Cities Investment Group
Iowa
$541K +$43K +301 +9%
OCM
2628
Orser Capital Management
Texas
$540K +$216K +1,510 +71%
RRA
2629
Round Rock Advisors
Connecticut
$539K +$4.72K +33 +0.9%
BAAM
2630
Baker Avenue Asset Management
California
$539K -$317K -2,217 -38%
PCM
2631
Perritt Capital Management
Illinois
$539K -$4.29K -30 -0.8%
FPGK
2632
Financial Partners Group (Kansas)
Kansas
$538K +$2.14K +15 +0.4%
SIC
2633
SJS Investment Consulting
Ohio
$538K -$97.6K -683 -16%
LFA
2634
Laraway Financial Advisors
Minnesota
$538K -$32.2K -225 -6%
BFA
2635
BMS Financial Advisors
South Dakota
$537K +$286 +2 +0.1%
KC
2636
Kenfarb & Co
Kentucky
$537K
SCM
2637
Seascape Capital Management
New Hampshire
$536K +$10.4K +73 +2%
CIA
2638
Cape Investment Advisory
Georgia
$534K +$514K +3,593 New
SRC
2639
Shufro Rose & Co
New York
$534K -$101K -708 -16%
MAM
2640
Montchanin Asset Management
Delaware
$534K
BFG
2641
Bouchey Financial Group
New York
$534K +$11.2K +78 +2%
MTWM
2642
Masso Torrence Wealth Management
New Jersey
$534K +$11.7K +82 +2%
MAM
2643
Meeder Asset Management
Ohio
$533K +$43K +301 +9%
MFC
2644
Morris Financial Concepts
South Carolina
$533K -$21.7K -152 -4%
LF
2645
Lantz Financial
Illinois
$533K -$26.7K -187 -5%
SFG
2646
Sovereign Financial Group
Connecticut
$533K +$286 +2 +0.1%
HSG
2647
Helen Stephens Group
Texas
$532K +$7.29K +51 +1%
EA
2648
Emerald Advisors
Washington
$532K -$8.15K -57 -2%
EA
2649
Ellsworth Advisors
Ohio
$531K +$3.29K +23 +0.6%
PFA
2650
Pathway Financial Advisors
Vermont
$530K +$14.3K +100 +3%

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.