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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
TIM
2901
Total Investment Management
Arizona
$357K
CWA
2902
Centennial Wealth Advisory
Michigan
$355K +$82.2K +575 +32%
AFP
2903
Alpha Financial Partners
Kentucky
$355K -$19.7K -138 -5%
CWM
2904
CarsonAllaria Wealth Management
Illinois
$353K -$10.6K -74 -3%
TCOK
2905
Trust Company of Kansas
Kansas
$353K +$14.3K +100 +4%
WW
2906
Waterfront Wealth
Kansas
$353K -$1.14K -8 -0.3%
MAM
2907
McLean Asset Management
Virginia
$352K -$57.5K -402 -15%
TP
2908
Tranquility Partners
Tennessee
$351K +$74.6K +522 +28%
PCM
2909
Passive Capital Management
Maryland
$349K +$21.4K +150 +7%
SPA
2910
Shore Point Advisors
New Jersey
$349K +$14.3K +100 +4%
PDM
2911
Penn Davis McFarland
Texas
$347K -$98.3K -688 -23%
FCMT
2912
Founders Capital Management (Texas)
Texas
$346K -$14.3K -100 -4%
TWA
2913
Talisman Wealth Advisors
New Jersey
$346K +$37.7K +264 +13%
PFM
2914
Peak Financial Management
Massachusetts
$346K
OPOWM
2915
One Plus One Wealth Management
Florida
$345K +$17.2K +120 +5%
JFG
2916
JMG Financial Group
Illinois
$345K -$22.9K -160 -6%
OWA
2917
Opal Wealth Advisors
New York
$344K +$38.7K +271 +13%
KA
2918
Keene & Associates
Texas
$343K +$2K +14 +0.6%
LF
2919
Lee Financial
Texas
$343K +$16.9K +118 +5%
FL
2920
Fort LP
Maryland
$342K -$99.5K -696 -23%
LL
2921
LWMG LLC
Minnesota
$342K -$3.43K -24 -1%
CA
2922
CSM Advisors
Pennsylvania
$342K
NRA
2923
NSI Retail Advisors
Pennsylvania
$342K
BDF
2924
Black Diamond Financial
Maryland
$341K
OKSA
2925
O'Keefe Stevens Advisory
New York
$341K +$84.5K +591 +35%

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.