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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
NIM
2951
Nexus Investment Management
Ontario, Canada
$327K
WFC
2952
Western Financial Corp
California
$327K
CFO
2953
Collective Family Office
Pennsylvania
$326K -$8.58K -60 -3%
OAM
2954
Occidental Asset Management
California
$326K -$9.15K -64 -3%
WF
2955
Warner Financial
Maryland
$326K
WIA
2956
World Investment Advisors
California
$325K -$27.2K -190 -8%
SCM
2957
Shapiro Capital Management
Georgia
$325K
BWFA
2958
Baltimore-Washington Financial Advisors
Maryland
$323K -$66.2K -463 -18%
TC
2959
Trilogy Capital
California
$321K +$5.58K +39 +2%
GAM
2960
Grandview Asset Management
Pennsylvania
$321K +$10.7K +75 +4%
WCFA
2961
Walkner Condon Financial Advisors
Wisconsin
$321K +$6K +42 +2%
FNBOH
2962
First National Bank of Hutchinson
Kansas
$321K
RFP
2963
RCS Financial Planning
Maryland
$320K -$3.57K -25 -1%
RWG
2964
Regal Wealth Group
California
$319K
RF
2965
Rollins Financial
Georgia
$319K -$7.15K -50 -2%
PD
2966
Planning Directions
Pennsylvania
$318K -$5.86K -41 -2%
LI
2967
Latash Investments
Alaska
$317K
WGAM
2968
Wilkinson Global Asset Management
New York
$316K -$29.3K -205 -9%
WF
2969
Whelan Financial
California
$316K +$53.6K +375 +21%
CHA
2970
Cooper/Haims Advisors
New York
$315K +$1.86K +13 +0.6%
PFWA
2971
Paces Ferry Wealth Advisors
Georgia
$315K +$15.7K +110 +5%
EIG
2972
Ellenbecker Investment Group
Wisconsin
$314K -$9.29K -65 -3%
DDPIC
2973
Deroy & Devereaux Private Investment Counsel
Michigan
$314K +$3.57K +25 +1%
OPW
2974
Oxler Private Wealth
New York
$314K +$2K +14 +0.7%
FBC
2975
Fairfield, Bush & Co
Connecticut
$313K

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.