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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
BF
301
BOK Financial
Oklahoma
$47.5M -$4.23M -29,560 -8%
AIA
302
Avalon Investment & Advisory
Texas
$47.5M -$1.86M -12,995 -4%
MIS
303
Morningstar Investment Services
Illinois
$47.4M +$1.77M +12,380 +4%
BMSSC
304
B. Metzler seel. Sohn & Co
Germany
$47.1M -$4.83M -33,754 -10%
BBHC
305
Brown Brothers Harriman & Co
New York
$47.1M +$3.2M +22,380 +8%
EAM
306
Erste Asset Management
Austria
$47M +$10.7M +75,044 +31%
WG
307
Welch Group
Alabama
$47M +$206K +1,438 +0.5%
CA
308
Cullinan Associates
Kentucky
$46.9M +$2.32M +16,262 +5%
Berkshire Hathaway
309
Berkshire Hathaway
Nebraska
$46.9M
BBVA
310
Banco Bilbao Vizcaya Argentaria
Spain
$46.3M +$21.8M +152,689 +96%
CAI
311
Capital Advisors Inc
Oklahoma
$46.1M +$904K +6,321 +2%
FAM
312
Formidable Asset Management
Ohio
$45.9M -$149K -1,042 -0.3%
ZIG
313
Zurich Insurance Group
Switzerland
$45.9M -$13.8M -96,771 -24%
SAM
314
Scopus Asset Management
New York
$44.6M +$42.9M +300,000 New
CT
315
Cambridge Trust
Massachusetts
$44.5M -$5.81M -40,631 -12%
TIM
316
Triodos Investment Management
Netherlands
$43.9M -$393K -2,750 -0.9%
TF
317
TIAA FSB
Florida
$43.9M -$997K -6,973 -2%
VDI
318
Vaughan David Investments
Illinois
$43.7M +$136K +951 +0.3%
FFBTD
319
First Financial Bank - Trust Division
Ohio
$43.6M +$1.31M +9,170 +3%
ECM
320
Element Capital Management
New York
$43.2M +$41.6M +290,757 New
EIP
321
Epoch Investment Partners
New York
$43M -$503K -3,517 -1%
SEIA
322
Signature Estate & Investment Advisors
California
$42.9M +$1.43M +9,979 +4%
SW
323
SVB Wealth
Massachusetts
$42.7M -$3.48M -24,367 -8%
DILIC
324
Dai-ichi Life Insurance Company
Japan
$42.7M -$1.22M -8,535 -3%
GW
325
GW & Wade
Massachusetts
$42.5M +$594K +4,156 +1%

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.