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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
PFA
2701
Pettinga Financial Advisors
Indiana
$502K +$1.43K +10 +0.3%
OPA
2702
Old Port Advisors
Maine
$501K -$27.4K -192 -5%
MC
2703
Montag & Caldwell
Georgia
$500K
PFA
2704
Plotkin Financial Advisors
Maryland
$500K
JCIA
2705
Jackson Creek Investment Advisors
Colorado
$500K
AIFAIM
2706
American Institute for Advanced Investment Management
Arizona
$499K -$42.9K -300 -8%
WB
2707
West Bancorporation
Iowa
$499K +$88.5K +619 +23%
SWA
2708
Sax Wealth Advisors
New Jersey
$499K
EWP
2709
Engrave Wealth Partners
Texas
$498K +$2.14K +15 +0.5%
DU
2710
Delphia (USA)
Ontario, Canada
$497K -$264K -1,844 -36%
JLBC
2711
J.L. Bainbridge & Co
Florida
$495K -$157K -1,101 -25%
MAWA
2712
Moss Adams Wealth Advisors
Washington
$495K -$11.9K -83 -2%
LSWM
2713
Lorne Steinberg Wealth Management
Canada
$494K
FCM
2714
Fourpath Capital Management
Oklahoma
$494K -$7.58K -53 -2%
SL
2715
Savior LLC
Massachusetts
$494K +$715 +5 +0.2%
BBWP
2716
Beacon Bridge Wealth Partners
Pennsylvania
$492K
SAM
2717
Synergy Asset Management
Washington
$491K -$9.86K -69 -2%
MPW
2718
Monterey Private Wealth
California
$490K +$1.29K +9 +0.3%
CFA
2719
Capstone Financial Advisors
Illinois
$485K +$6.29K +44 +1%
SHWM
2720
Smith & Howard Wealth Management
Georgia
$485K
MSCM
2721
McElhenny Sheffield Capital Management
Texas
$484K +$13.7K +96 +3%
DWP
2722
Destiny Wealth Partners
Florida
$483K -$7.86K -55 -2%
3F
2723
360 Financial
Minnesota
$483K +$27.4K +192 +6%
WSWA
2724
Warren Street Wealth Advisors
California
$483K +$30K +210 +7%
WWG
2725
West Wealth Group
California
$482K +$1.57K +11 +0.3%

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.