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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
IWA
2726
IVC Wealth Advisors
Pennsylvania
$481K -$4.72K -33 -1%
MCM
2727
Mendel Capital Management
Arkansas
$481K -$19.3K -135 -4%
AWS
2728
Arkfeld Wealth Strategies
Nebraska
$481K +$18.6K +130 +4%
BEAM
2729
Baker Ellis Asset Management
Washington
$479K -$34.3K -240 -7%
HFA
2730
High Falls Advisors
New York
$476K +$143K +1,000 +45%
FNWM
2731
Financial Network Wealth Management
Utah
$476K -$3.57K -25 -0.8%
BCM
2732
Basso Capital Management
Connecticut
$476K
EBWM
2733
Eagle Bluffs Wealth Management
Missouri
$476K +$457K +3,199 New
FAM
2734
Fenimore Asset Management
New York
$474K
AGP
2735
Autumn Glory Partners
Texas
$473K -$1M -7,004 -69%
CSC
2736
Caldwell Sutter Capital
California
$471K +$266K +1,859 +142%
HWM
2737
Hemington Wealth Management
Virginia
$471K +$286 +2 +0.1%
AFAS
2738
Acorn Financial Advisory Services
Virginia
$471K +$64.8K +453 +17%
KPWG
2739
KFA Private Wealth Group
Virginia
$469K +$140K +978 +45%
EBA
2740
Eagle Bay Advisors
New York
$468K -$101K -706 -18%
RI
2741
Redwood Investments
Massachusetts
$468K
PWM
2742
Prentice Wealth Management
New York
$468K +$19.2K +134 +4%
HFM
2743
Hartford Funds Management
Pennsylvania
$468K +$12.4K +87 +3%
SC
2744
Schubert & Co
Texas
$468K -$12.2K -85 -3%
SWRP
2745
Summit Wealth & Retirement Planning
California
$465K +$46K +322 +11%
HBWM
2746
Hollow Brook Wealth Management
New York
$464K
T
2747
TCWP
Ohio
$464K -$150K -1,047 -25%
PCH
2748
PGIM Custom Harvest
New Jersey
$463K +$68.3K +478 +18%
REMPR
2749
Roof Eidam Maycock Peralta (REMP)
California
$463K -$429 -3 -0.1%
TA
2750
Tiedemann Advisors
New York
$462K -$4.72K -33 -1%

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.