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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
MWP
2976
Madison Wealth Partners
Wisconsin
$313K -$35.7K -250 -11%
ES
2977
ETF Store
Kansas
$313K +$6.86K +48 +2%
DCBT
2978
Dakota Community Bank & Trust
North Dakota
$309K +$3.15K +22 +1%
EIA
2979
Eldridge Investment Advisors
New Hampshire
$309K
CPC
2980
Congress Park Capital
New York
$309K
FWP
2981
Falcon Wealth Planning
California
$308K -$286 -2 -0.1%
CCB
2982
Cutter & Co Brokerage
Missouri
$307K -$155K -1,083 -34%
RFN
2983
RDA Financial Network
Iowa
$307K +$1.57K +11 +0.5%
BOS
2984
Bank of Stockton
California
$306K +$70K +490 +31%
RHJA
2985
Rice Hall James & Associates
California
$306K
PA
2986
Perennial Advisors
New York
$306K +$715 +5 +0.2%
VPP
2987
Vertex Planning Partners
Illinois
$305K -$174K -1,215 -37%
ICP
2988
Interchange Capital Partners
Pennsylvania
$305K +$293K +2,049 New
AA
2989
AlphaQ Advisors
Florida
$305K -$24K -168 -8%
TCM
2990
Towercrest Capital Management
Pennsylvania
$304K
RIM
2991
RW Investment Management
Idaho
$304K +$43.2K +302 +17%
RL
2992
Retireful LLC
Michigan
$302K +$290K +2,029 New
TFP
2993
Tilia Fiduciary Partners
North Carolina
$302K -$4.15K -29 -1%
KWM
2994
Kaydan Wealth Management
Michigan
$301K -$24.2K -169 -8%
RB
2995
Renasant Bank
Mississippi
$301K -$8.58K -60 -3%
PW
2996
Peninsula Wealth
California
$300K +$6.15K +43 +2%
FIBT
2997
First International Bank & Trust
North Dakota
$300K
BIA
2998
Bell Investment Advisors
California
$299K +$2.29K +16 +0.8%
RFG
2999
Range Financial Group
Oregon
$299K +$4.86K +34 +2%
TCMP
3000
Thrive Capital Management (Pennsylvania)
Pennsylvania
$299K -$106K -739 -27%

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.