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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
HF
3076
Halpern Financial
Virginia
$264K -$2.86K -20 -1%
AFA
3077
American Financial Advisors
Georgia
$264K +$4.29K +30 +2%
MIA
3078
Milestone Investment Advisors
Wisconsin
$263K +$253K +1,772 New
GC
3079
Gibson Capital
Pennsylvania
$263K
OMC
3080
Overbrook Management Corp
New York
$261K
RCA
3081
Reitz Capital Advisors
Michigan
$261K
GCA
3082
Gradient Capital Advisors
California
$261K +$9.72K +68 +4%
FWM
3083
Fingerlakes Wealth Management
New York
$261K +$25.2K +176 +11%
CP
3084
Castleview Partners
Texas
$260K +$6.15K +43 +3%
CWA
3085
Canvas Wealth Advisors
Kansas
$260K -$46.3K -324 -16%
MRWM
3086
ML&R Wealth Management
Texas
$260K +$35.9K +251 +17%
IWP
3087
Innova Wealth Partners
Pennsylvania
$259K
CSIA
3088
Charles Schwab Investment Advisory
California
$258K +$4.86K +34 +2%
MCA
3089
Magnolia Capital Advisors
Mississippi
$258K -$6.29K -44 -2%
RMSCM
3090
R.M. Sincerbeaux Capital Management
New York
$258K
LWMNY
3091
Landmark Wealth Management (New York)
New York
$258K +$6K +42 +2%
SGWM
3092
Sterling Group Wealth Management
California
$258K +$248K +1,735 New
WFPG
3093
Waller Financial Planning Group
Ohio
$257K
BHWA
3094
Beacon Harbor Wealth Advisors
Virginia
$257K -$386K -2,700 -61%
GAA
3095
Global Assets Advisory
Florida
$257K
CCMW
3096
Cypress Capital Management (Wyoming)
Wyoming
$256K
SCP
3097
Shorepoint Capital Partners
Massachusetts
$256K -$117K -817 -32%
HIS
3098
Harvest Investment Services
Illinois
$256K -$811K -5,676 -77%
BWM
3099
BCGM Wealth Management
Indiana
$255K -$73K -511 -23%
RA
3100
Rodgers & Associates
Pennsylvania
$254K -$23.6K -165 -9%

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.