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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
CCM
3176
Colorado Capital Management
Colorado
$225K -$14K -98 -6%
EC
3177
EdgeRock Capital
Colorado
$225K +$2.43K +17 +1%
SWA
3178
Sightline Wealth Advisors
Connecticut
$225K -$43.9K -307 -17%
FIM
3179
Fernwood Investment Management
Massachusetts
$225K +$1.43K +10 +0.7%
AWM
3180
Affinity Wealth Management
Delaware
$225K +$216K +1,512 New
FAG
3181
Financial Advisory Group
Texas
$225K -$23.6K -165 -10%
VAM
3182
Verity Asset Management
North Carolina
$225K -$10.1K -71 -4%
SCM
3183
Spreng Capital Management
Ohio
$225K -$48.3K -338 -18%
HCM
3184
Highview Capital Management
Illinois
$224K
MWP
3185
Meredith Wealth Planning
Illinois
$224K -$13.6K -95 -6%
DI
3186
DDFG Inc
California
$224K -$1.14K -8 -0.5%
IG
3187
Ithaka Group
Virginia
$223K -$214K -1,500 -50%
SCP
3188
Seizert Capital Partners
Michigan
$223K
Harris Associates
3189
Harris Associates
Illinois
$223K +$214K +1,500 New
LOAMU
3190
Lombard Odier Asset Management (USA)
New York
$223K +$214K +1,500 New
SGCA
3191
Steel Grove Capital Advisors
Tennessee
$223K +$214K +1,500 New
CAM
3192
Crestone Asset Management
Colorado
$222K +$213K +1,491 New
TNAM
3193
Terra Nova Asset Management
New York
$222K +$143 +1 +0.1%
FWM
3194
FFT Wealth Management
Pennsylvania
$222K +$4.43K +31 +2%
SW
3195
Solidarity Wealth
Utah
$221K +$213K +1,488 New
HVP
3196
Hudson Value Partners
Florida
$221K
PBF
3197
Petix & Botte Financial
California
$219K +$211K +1,473 New
STB
3198
S&T Bank
Pennsylvania
$219K
MFS
3199
Mirabella Financial Services
United Kingdom
$218K +$210K +1,467 New
AWM
3200
AllSquare Wealth Management
New York
$218K

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.