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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
MCA
3101
Millennium Capital Advisors
Arkansas
$254K +$286 +2 +0.1%
HFS
3102
Howard Financial Services
Texas
$254K +$6.43K +45 +3%
MC
3103
Miramar Capital
Illinois
$254K -$78K -546 -24%
SHJ
3104
Sharkey, Howes & Javer
Colorado
$253K -$7K -49 -3%
IRC
3105
Investors Research Corp
Georgia
$253K
RWA
3106
Rooted Wealth Advisors
Illinois
$253K +$26.9K +188 +13%
NEPPG
3107
New England Professional Planning Group
Rhode Island
$253K -$6.15K -43 -3%
RC
3108
RBO & Co
California
$253K
AWA
3109
Aletheian Wealth Advisors
Washington
$252K +$34.3K +240 +16%
AWS
3110
AJ Wealth Strategies
New York
$252K +$2.86K +20 +1%
EA
3111
Echo45 Advisors
California
$252K +$21.6K +151 +10%
MWM
3112
Marion Wealth Management
Pennsylvania
$251K
SAM
3113
Shikiar Asset Management
New York
$251K +$242K +1,690 New
EWA
3114
Evolution Wealth Advisors
Florida
$250K +$49.7K +348 +26%
HCM
3115
Hilton Capital Management
New York
$250K -$19.3K -135 -8%
BWA
3116
Beam Wealth Advisors
Louisiana
$250K -$21.7K -152 -8%
MWM
3117
MinichMacGregor Wealth Management
New York
$250K -$2.29K -16 -0.9%
TPW
3118
Transatlantique Private Wealth
New York
$249K +$240K +1,677 New
AWA
3119
ARQ Wealth Advisors
Arizona
$249K +$3.72K +26 +2%
BFP
3120
Briaud Financial Planning
Texas
$249K +$38K +266 +19%
CWM
3121
Collaborative Wealth Management
Florida
$248K -$21.9K -153 -8%
AWM
3122
Avaii Wealth Management
Wisconsin
$248K -$286 -2 -0.1%
ACM
3123
Aljian Capital Management
Nevada
$247K +$15.7K +110 +7%
UFA
3124
US Financial Advisors
Massachusetts
$247K +$23.2K +162 +11%
AIA
3125
Arbor Investment Advisors
North Carolina
$246K -$3.86K -27 -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.