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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
CCP
3126
Carmel Capital Partners
California
$245K +$235K +1,647 New
BIMC
3127
Benson Investment Management Company
Virginia
$244K
AW
3128
Alaethes Wealth
Nevada
$244K +$235K +1,644 New
RBC
3129
Roble Belko & Company
Pennsylvania
$244K
SI
3130
Saxon Interests
Texas
$243K -$429 -3 -0.2%
B
3131
Bensler
Washington
$243K -$32.4K -227 -12%
Commonwealth Equity Services
3132
Commonwealth Equity Services
Massachusetts
$243K +$3.06M +21,380 +1%
MC
3133
Matisse Capital
Oregon
$243K
WCM
3134
Wealthcare Capital Management
Virginia
$243K -$8.72K -61 -4%
MWA
3135
Martel Wealth Advisors
Washington
$242K
MVA
3136
Mount Vernon Associates
Maryland
$242K
TAIM
3137
TD Ameritrade Investment Management
Nebraska
$241K -$83.5K -584 -26%
PWA
3138
PCG Wealth Advisors
Kansas
$240K -$1K -7 -0.4%
HFW
3139
Horizon Family Wealth
Illinois
$239K +$572 +4 +0.2%
VBWMG
3140
Von Berge Wealth Management Group
California
$239K +$286 +2 +0.1%
DIP
3141
Davis Investment Partners
North Carolina
$239K
CAM
3142
Concorde Asset Management
Michigan
$239K -$10.3K -72 -4%
MFA
3143
Millington Financial Advisors
Illinois
$239K +$9.15K +64 +4%
FC
3144
Fusion Capital
South Carolina
$238K +$2K +14 +0.9%
PHAM
3145
Palisades Hudson Asset Management
Florida
$238K -$2.43K -17 -1%
RSS
3146
Rosenblum Silverman Sutton
California
$237K
SW
3147
SMART Wealth
Nebraska
$237K +$8.15K +57 +4%
PFG
3148
Piershale Financial Group
Illinois
$236K +$858 +6 +0.4%
CPC
3149
Consolidated Planning Corp
Georgia
$236K
KIM
3150
Karpus Investment Management
New York
$236K

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.