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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
SG
3151
Somerset Group
Minnesota
$235K
GHA
3152
Granite Harbor Advisors
Texas
$234K +$225K +1,576 New
EW
3153
Element Wealth
Mississippi
$234K -$19.7K -138 -8%
EL
3154
EWA LLC
Pennsylvania
$233K +$213K +1,491 New
TB
3155
Treynor Bancshares
Iowa
$232K
IA
3156
IAM Advisory
Pennsylvania
$232K +$14.3K +100 +7%
CC
3157
Commons Capital
Massachusetts
$232K +$286 +2 +0.1%
RFN
3158
Redwood Financial Network
Ohio
$231K -$10K -70 -4%
CGIM
3159
Capital Group Investment Management
Singapore
$231K -$36.7K -257 -14%
LIA
3160
LBMC Investment Advisors
Tennessee
$231K +$4.29K +30 +2%
SPA
3161
Sentinel Pension Advisors
Massachusetts
$230K
LAM
3162
Lifestyle Asset Management
Texas
$230K -$858 -6 -0.4%
FCM
3163
Firestone Capital Management
Florida
$229K +$28.6K +200 +15%
KTM
3164
Keeler Thomas Management
Utah
$228K -$1.63M -11,410 -88%
HCRE
3165
Hoya Capital Real Estate
Connecticut
$228K
AIM
3166
AHL Investment Management
Florida
$227K +$2.43K +17 +1%
GPA
3167
Guerra Pan Advisors
New Jersey
$227K +$13.9K +97 +7%
HT
3168
Headlands Technologies
Illinois
$226K +$191K +1,338 +727%
CWM
3169
Campbell Wealth Management
Virginia
$226K +$24.2K +169 +13%
AWC
3170
Adamsbrown Wealth Consultants
Kansas
$226K -$631K -4,415 -74%
OFS
3171
Oldfather Financial Services
Nebraska
$226K +$429 +3 +0.2%
IWN
3172
Independent Wealth Network
Iowa
$225K -$3.29K -23 -1%
DFG
3173
Demars Financial Group
Washington
$225K +$9.44K +66 +5%
SPI
3174
Santori & Peters Inc
Pennsylvania
$225K +$286 +2 +0.1%
DAM
3175
Derbend Asset Management
Georgia
$225K +$1K +7 +0.5%

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.