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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
MSWMA
2826
Market Street Wealth Management Advisors
Indiana
$409K -$2K -14 -0.5%
BA
2827
Bluesphere Advisors
Pennsylvania
$408K +$429 +3 +0.1%
RHDIC
2828
R.H. Dinel Investment Counsel
California
$408K
AFG
2829
ABLE Financial Group
Arizona
$407K +$392K +2,740 New
AIP
2830
Ahrens Investment Partners
Louisiana
$407K +$143 +1 +0%
CCM
2831
Canal Capital Management
Virginia
$406K -$262K -1,836 -40%
AA
2832
Alesco Advisors
New York
$404K +$49.7K +348 +15%
AWM
2833
Act Wealth Management
Texas
$404K +$429 +3 +0.1%
PAIM
2834
Punch & Associates Investment Management
Minnesota
$403K
GF
2835
Gries Financial
Ohio
$403K -$10.7K -75 -3%
SIAG
2836
Safeguard Investment Advisory Group
California
$402K +$18.2K +127 +5%
CSPAM
2837
Cary Street Partners Asset Management
Virginia
$402K +$858 +6 +0.2%
OFG
2838
OmniStar Financial Group
North Carolina
$401K +$23.7K +166 +7%
CB
2839
Centennial Bank
Arkansas
$400K -$858 -6 -0.2%
SCM
2840
Sitrin Capital Management
California
$400K
SSA
2841
South Street Advisors
New York
$400K
NAS
2842
NWF Advisory Services
California
$399K +$376K +2,628 New
WOSD
2843
WFA of San Diego
California
$398K -$33.2K -232 -8%
LI
2844
Lafayette Investments
Maryland
$397K +$286 +2 +0.1%
KFA
2845
Kelleher Financial Advisors
New York
$396K -$383K -2,676 -50%
MPPLM
2846
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$395K +$143 +1 +0%
UWM
2847
USAdvisors Wealth Management
Minnesota
$395K -$99.8K -698 -21%
BL
2848
BCWM LLC
Kansas
$395K
GCL
2849
Gouws Capital LLC
North Carolina
$395K -$41.5K -290 -10%
P
2850
Palladiem
Pennsylvania
$395K +$143 +1 +0%

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.