We are live on ! Find out more
PG icon

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
DA
3201
Dash Acquisitions
California
$217K +$208K +1,457 New
SSC
3202
Syverson Strege & Co
Iowa
$216K
PWM
3203
Prosperity Wealth Management
California
$216K -$40.9K -286 -16%
BWM
3204
BigSur Wealth Management
Florida
$215K
IFPG
3205
Intrepid Financial Planning Group
Indiana
$215K -$12.3K -86 -6%
CWA
3206
Capital Wealth Alliance
Arizona
$215K
AFG
3207
Alterity Financial Group
Maine
$213K +$14.4K +101 +8%
IAP
3208
Indie Asset Partners
Indiana
$213K
LIM
3209
Lathrop Investment Management
Arkansas
$212K -$88.1K -616 -30%
BWM
3210
BlackDiamond Wealth Management
New York
$212K +$193K +1,353 New
HWM
3211
Howard Wealth Management
Connecticut
$210K
KW
3212
KWB Wealth
California
$209K +$7.86K +55 +4%
GSAM
3213
Grant Street Asset Management
Pennsylvania
$209K +$201K +1,403 New
OCM
3214
Orion Capital Management
California
$208K -$49.2K -344 -20%
TCM
3215
Tradewinds Capital Management
Washington
$208K +$12.6K +88 +7%
JTWM
3216
Jackson Thornton Wealth Management
Alabama
$208K -$43.2K -302 -18%
PAA
3217
Peregrine Asset Advisers
Oregon
$207K -$21.3K -149 -10%
WA
3218
WP Advisors
California
$207K -$55.9K -391 -22%
MWM
3219
Maltin Wealth Management
New Jersey
$207K +$1.43K +10 +0.7%
RLWM
3220
RF&L Wealth Management
Massachusetts
$206K
DWA
3221
Delap Wealth Advisory
Oregon
$206K -$28.9K -202 -13%
BBL
3222
Beck Bode LLC
Massachusetts
$206K -$215K -1,505 -52%
NRD
3223
Nebula Research & Development
New York
$206K +$198K +1,385 New
FIC
3224
Family Investment Center
Missouri
$206K +$198K +1,383 New
HWA
3225
Heartwood Wealth Advisors
Virginia
$204K +$4.43K +31 +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.