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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
OIM
2676
Orca Investment Management
Oregon
$513K +$572 +4 +0.1%
AF
2677
Apexium Financial
Texas
$512K +$143 +1 +0%
HWM
2678
HighMark Wealth Management
Minnesota
$511K +$2.57K +18 +0.5%
CPSC
2679
Carl P. Sherr & Co
Massachusetts
$511K
FDS
2680
First Dallas Securities
Texas
$511K +$1K +7 +0.2%
DSN
2681
D. Scott Neal
Kentucky
$511K
BCIM
2682
Bishop & Co Investment Management
Pennsylvania
$510K
PCA
2683
Prosperity Capital Advisors
Ohio
$510K +$10.9K +76 +2%
GCA
2684
Greenwood Capital Associates
South Carolina
$508K -$293K -2,052 -38%
OFW
2685
Omnia Family Wealth
Florida
$507K
EAM
2686
Empirical Asset Management
Massachusetts
$507K -$1.97M -13,763 -80%
KIA
2687
KLR Investment Advisors
Rhode Island
$506K -$70.8K -495 -13%
NA
2688
Nottingham Advisors
New York
$506K -$59.6K -417 -11%
RIG
2689
Renaissance Investment Group
Massachusetts
$506K +$1.29K +9 +0.3%
PFG
2690
Prosperity Financial Group
California
$506K -$234K -1,640 -33%
FAM
2691
Flaharty Asset Management
Florida
$505K -$2.57K -18 -0.5%
PFA
2692
Professional Financial Advisors
Nebraska
$505K -$3K -21 -0.6%
LI
2693
LVZ Inc
Michigan
$504K +$14.6K +102 +3%
TA
2694
Trellis Advisors
Washington
$503K +$8.72K +61 +2%
MWM
2695
Mascoma Wealth Management
New Hampshire
$503K +$133K +930 +41%
JC
2696
Jentner Corp
Ohio
$503K +$1.29K +9 +0.3%
KA
2697
Kooman & Associates
Pennsylvania
$503K -$429 -3 -0.1%
PCMC
2698
Private Capital Management (Colorado)
Colorado
$502K -$88.8K -621 -16%
TWP
2699
Tempus Wealth Planning
California
$502K +$42.5K +297 +10%
KC
2700
Kades & Cheifetz
Pennsylvania
$502K -$18.3K -128 -4%

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.