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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
CAAM
3051
Cornerstone Advisors Asset Management
Pennsylvania
$274K -$14.3K -100 -5%
GSWM
3052
Greenup Street Wealth Management
Michigan
$272K +$14.3K +100 +6%
SCA
3053
Sippican Capital Advisors
Massachusetts
$272K
CC
3054
Capital Counsel
New York
$272K
MCA
3055
Maryland Capital Advisors
Maryland
$271K
CCA
3056
Cadent Capital Advisors
Oklahoma
$271K +$10.6K +74 +4%
WW
3057
Westshore Wealth
California
$271K +$5.29K +37 +2%
SWMG
3058
Signature Wealth Management Group
Georgia
$271K +$260K +1,822 New
MI
3059
Moneywise Inc
Virginia
$270K +$260K +1,819 New
HIF
3060
Hill Island Financial
Michigan
$270K -$28.6K -200 -10%
EFL
3061
ERn Financial LLC
Wisconsin
$270K
RA
3062
Rockingstone Advisors
Massachusetts
$269K -$6.43K -45 -2%
HP
3063
Hyperion Partners
Pennsylvania
$269K +$3.86K +27 +2%
WCA
3064
Waypoint Capital Advisors
Minnesota
$268K -$9.58K -67 -4%
UIA
3065
Ulland Investment Advisors
Minnesota
$268K
PIM
3066
Progressive Investment Management
Oregon
$268K +$258K +1,802 New
JAFL
3067
Jay A. Fishman Ltd
Michigan
$268K +$3.72K +26 +1%
HPM
3068
Hoxton Planning & Management
West Virginia
$267K -$14.6K -102 -5%
BAMCO Inc
3069
BAMCO Inc
New York
$267K
CFG
3070
Compton Financial Group
Maryland
$267K +$143 +1 +0.1%
AFM
3071
Andesa Financial Management
Pennsylvania
$267K +$196K +1,372 +18%
CAM
3072
Claret Asset Management
Quebec, Canada
$266K +$21.4K +150 +9%
SFWC
3073
Strategic Family Wealth Counselors
New Jersey
$265K +$56.8K +397 +29%
MWA
3074
Motive Wealth Advisors
Michigan
$265K -$51.6K -361 -17%
BEW
3075
Burton Enright Welch
California
$264K +$6.15K +43 +2%

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.