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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
MF
2651
Montis Financial
Massachusetts
$529K +$1K +7 +0.2%
KFP
2652
KB Financial Partners
New Jersey
$529K +$58.6K +410 +13%
CCG
2653
Coastwise Capital Group
California
$529K +$230K +1,608 +83%
BA
2654
Ballast Advisors
Minnesota
$527K +$4.29K +30 +0.9%
R
2655
Rebalance
California
$527K
TFA
2656
Trinity Financial Advisors
Ohio
$527K +$858 +6 +0.2%
OLA
2657
Oliver Luxxe Assets
New Jersey
$526K
FGP
2658
Foyston, Gordon, & Payne
Ontario, Canada
$525K
AAP
2659
Arax Advisory Partners
Colorado
$525K +$8.15K +57 +2%
ES
2660
Eagle Strategies
New York
$524K +$9.29K +65 +2%
ECM
2661
Elgethun Capital Management
South Dakota
$524K +$30.9K +216 +7%
FWM
2662
FSA Wealth Management
Massachusetts
$524K +$2.72K +19 +0.5%
VIM
2663
Vista Investment Management
Pennsylvania
$523K +$15.2K +106 +3%
RPGK
2664
Retirement Planning Group (Kansas)
Kansas
$522K -$3.57K -25 -0.7%
FFA
2665
Fi3 Financial Advisors
Indiana
$522K -$429 -3 -0.1%
NCM
2666
NCM Capital Management
New Jersey
$520K -$16.6K -116 -3%
MLFP
2667
MPS Loria Financial Planners
Illinois
$519K +$13.7K +96 +3%
BLAM
2668
Bourne Lent Asset Management
New York
$519K
IWA
2669
Intercontinental Wealth Advisors
Texas
$519K -$22.2K -155 -4%
KCFA
2670
Key Client Fiduciary Advisors
New Jersey
$518K +$18.9K +132 +4%
SBF
2671
Sara-Bay Financial
Florida
$518K -$2.57K -18 -0.5%
CFGSD
2672
Compass Financial Group (South Dakota)
South Dakota
$518K +$858 +6 +0.2%
MFT
2673
Moisand Fitzgerald Tamayo
Florida
$518K +$1.86K +13 +0.4%
FPWM
2674
FSB Premier Wealth Management
Iowa
$516K +$97.1K +679 +24%
BCG
2675
Breakwater Capital Group
New Jersey
$514K +$32.2K +225 +7%

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.