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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
EA
3001
Eclectic Associates
California
$298K +$8.72K +61 +3%
CWM
3002
Core Wealth Management
Florida
$298K
KBFS
3003
Kohmann Bosshard Financial Services
Ohio
$298K +$16K +112 +6%
PA
3004
Planning Alternatives
Michigan
$298K -$17K -119 -6%
YDMI
3005
Y.D. More Investments
Israel
$298K +$18.2K +127 +7%
EFG
3006
Erickson Financial Group
Pennsylvania
$297K
HC
3007
Hourglass Capital
Texas
$297K
FWSM
3008
First Wilshire Securities Management
California
$297K
UAML
3009
US Asset Management LLC
Pennsylvania
$297K
OBWP
3010
O'Brien Wealth Partners
Massachusetts
$297K -$88.6K -620 -24%
AAM
3011
Austin Asset Management
Texas
$296K +$285K +1,992 New
TAM
3012
Titleist Asset Management
Texas
$296K +$285K +1,991 New
WAM
3013
WealthTrust Asset Management
Florida
$296K +$9.29K +65 +3%
IA
3014
IFG Advisors
Missouri
$294K
DSA
3015
Droms Strauss Advisors
Missouri
$294K
CCA
3016
Childress Capital Advisors
Texas
$294K -$898K -6,281 -76%
VRM
3017
Vectors Research Management
New York
$293K -$4K -28 -1%
CFP
3018
Cypress Financial Planning
New Jersey
$293K
VAFP
3019
Vahanian & Associates Financial Planning
New York
$293K
CFA
3020
Cahill Financial Advisors
Minnesota
$292K +$281K +1,966 New
WAG
3021
Wallace Advisory Group
California
$291K +$279K +1,954 New
LFA
3022
Landmark Financial Advisors
Kentucky
$290K +$3.29K +23 +1%
TWA
3023
Trellis Wealth Advisors
California
$290K
HP
3024
HT Partners
Connecticut
$290K
WAOI
3025
Wealth Advisors of Iowa
Iowa
$290K +$143 +1 +0.1%

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.