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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
ODIJL
3026
One Day In July LLC
Vermont
$289K +$57.5K +402 +26%
FEM
3027
Fulcrum Equity Management
Texas
$289K +$33.5K +234 +14%
RDIA
3028
RE Dickinson Investment Advisors
Iowa
$288K
KHC
3029
Koesten Hirschmann & Crabtree
Kansas
$287K
ETIA
3030
Epic Trust Investment Advisors
Washington
$287K +$276K +1,932 New
TCM
3031
Tandem Capital Management
New Jersey
$287K -$1.14K -8 -0.4%
VF
3032
Vawter Financial
Ohio
$287K +$1.29K +9 +0.5%
BOM
3033
Bank of Marin
California
$287K
NWM
3034
Northwest Wealth Management
Iowa
$286K +$39.6K +277 +17%
SIM
3035
Sterling Investment Management
Arizona
$286K +$143 +1 +0.1%
ARG
3036
Advisory Resource Group
Oklahoma
$286K +$4.86K +34 +2%
LSA
3037
Lion Street Advisors
Texas
$285K +$274K +1,915 New
WAOTB
3038
Wealth Advisors of Tampa Bay
Florida
$284K -$14.3K -100 -5%
SL
3039
Sentinus LLC
Illinois
$284K +$273K +1,912 New
FNA
3040
First National Advisers
Nebraska
$284K +$21.3K +149 +8%
VAG
3041
VisionPoint Advisory Group
Texas
$284K -$25.9K -181 -9%
VLC
3042
Van Leeuwen & Company
New Jersey
$283K +$40K +280 +17%
RWMH
3043
Riverpoint Wealth Management Holdings
Illinois
$283K +$42.7K +299 +19%
KBG
3044
Kahn Brothers Group
New York
$283K -$49.2K -344 -15%
CWG
3045
Crown Wealth Group
North Carolina
$280K -$28.9K -202 -10%
HC
3046
HNP Capital
New York
$278K -$4K -28 -1%
RB
3047
Richmond Brothers
Michigan
$278K -$24.6K -172 -8%
WWC
3048
Waypoint Wealth Counsel
Georgia
$277K +$24.6K +172 +10%
PWM
3049
PRW Wealth Management
Massachusetts
$275K
Fiera Capital (Canada)
3050
Fiera Capital (Canada)
Quebec, Canada
$274K -$28K -196 -10%

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.