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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
TIA
2751
Tandem Investment Advisors
South Carolina
$461K -$132K -922 -23%
PCMI
2752
Paradigm Capital Management Inc
New York
$461K
MC
2753
Machina Capital
France
$461K +$443K +3,100 New
EWA
2754
ERTS Wealth Advisors
Michigan
$460K -$97.3K -681 -18%
RIM
2755
Rockbridge Investment Management
New York
$459K -$4.72K -33 -1%
AWM
2756
Aprio Wealth Management
Georgia
$458K +$77.2K +540 +21%
BSSFA
2757
Baron Silver Stevens Financial Advisors
Florida
$457K -$14.2K -99 -3%
HBCM
2758
Heron Bay Capital Management
Michigan
$455K
FWM
2759
Focused Wealth Management
New York
$455K -$4.29K -30 -1%
OW
2760
Olistico Wealth
Oklahoma
$453K +$3.43K +24 +0.8%
PCFFS
2761
Pacific Center for Financial Services
California
$453K +$435K +3,044 New
PVH
2762
Psagot Value Holdings
Israel
$452K -$3.07M -21,463 -87%
SLWA
2763
San Luis Wealth Advisors
California
$452K +$435K +3,040 New
CAGAS
2764
Capital Advisory Group Advisory Services
Minnesota
$451K +$43.5K +304 +11%
AF
2765
Alerus Financial
North Dakota
$451K +$7.58K +53 +2%
DTL
2766
Dynamic Technology Lab
Singapore
$449K +$432K +3,022 New
HWP
2767
Highline Wealth Partners
California
$449K -$6.58K -46 -2%
FW
2768
FirstPurpose Wealth
Utah
$449K +$104K +726 +32%
CG
2769
Clarus Group
Texas
$449K +$143 +1 +0%
PWA
2770
Physician Wealth Advisors
Utah
$448K +$143 +1 +0%
BAM
2771
Bellevue Asset Management
Washington
$448K +$7.29K +51 +2%
LA
2772
Latitude Advisors
Florida
$447K -$4.29K -30 -1%
CFG
2773
Carr Financial Group
Massachusetts
$447K -$10.7K -75 -2%
CWA
2774
Consilium Wealth Advisory
Texas
$446K
MCM
2775
McRae Capital Management
New Jersey
$446K -$7.15K -50 -2%

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.