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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
TWA
2876
Tandem Wealth Advisors
Arizona
$372K -$2.14K -15 -0.6%
NPF
2877
Norris Perne & French
Michigan
$372K +$1.29K +9 +0.4%
FA
2878
Fagan Associates
New York
$370K -$1.57K -11 -0.4%
VFP
2879
Verus Financial Partners
Virginia
$370K +$429 +3 +0.1%
SFP
2880
Sterling Financial Planning
New Jersey
$369K
OWM
2881
OneAscent Wealth Management
Alabama
$369K -$223K -1,557 -39%
AFG
2882
Altiora Financial Group
Ohio
$368K
GSIS
2883
Global Strategic Investment Solutions
Arizona
$368K -$5.86K -41 -2%
MFS
2884
McNamara Financial Services
Massachusetts
$366K
MA
2885
Mezzasalma Advisors
New Jersey
$364K -$15.7K -110 -4%
CL
2886
COWA LLC
Oklahoma
$364K
AF
2887
Affiance Financial
Minnesota
$363K +$143 +1 +0%
KIC
2888
Keating Investment Counselors
Florida
$363K -$262K -1,830 -43%
PIFP
2889
Partners in Financial Planning
Virginia
$363K +$429 +3 +0.1%
SFA
2890
Source Financial Advisors
New York
$362K +$39.7K +278 +13%
HIS
2891
Horizon Investment Services
Indiana
$362K -$57.2K -400 -14%
ML
2892
McAdam LLC
Pennsylvania
$361K +$8.72K +61 +3%
WCWM
2893
Wooster Corthell Wealth Management
Connecticut
$360K
TAM
2894
Tucker Asset Management
Colorado
$360K +$76.5K +535 +28%
BHWM
2895
Beaird Harris Wealth Management
Texas
$360K -$31.9K -223 -8%
GCAC
2896
Guardian Capital Advisors (Canada)
Ontario, Canada
$360K +$28.6K +200 +9%
WFA
2897
WMG Financial Advisors
Tennessee
$360K -$28K -196 -8%
CAL
2898
Capital Advisors Ltd
Ohio
$359K -$158K -1,107 -31%
RCM
2899
Rain Capital Management
Oregon
$359K -$7.72K -54 -2%
ACM
2900
AUA Capital Management
Pennsylvania
$358K

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.