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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
SWA
3226
ShankerValleau Wealth Advisors
Illinois
$204K
GM
3227
GeoWealth Management
Illinois
$203K -$476K -3,328 -71%
NCM
3228
Noesis Capital Mangement
Florida
$203K +$195K +1,363 New
CCM
3229
Compton Capital Management
Rhode Island
$203K -$888K -6,210 -82%
SEEDPG
3230
S.E.E.D. Planning Group
New York
$203K -$4K -28 -2%
UCB
3231
United Community Bank
South Carolina
$203K +$121K +845 +163%
AWMG
3232
Alliance Wealth Management Group
New Jersey
$202K
AC
3233
AIFG Consultants
New York
$202K -$2K -14 -1%
CA
3234
Centerpoint Advisors
Massachusetts
$202K +$41.2K +288 +27%
AFA
3235
Alpha Financial Advisors
North Carolina
$201K -$76.9K -538 -28%
GCM
3236
Goldstream Capital Management
Hong Kong
$201K +$194K +1,354 New
LAM
3237
Lakewood Asset Management
Illinois
$201K +$429 +3 +0.2%
FPF
3238
First Pacific Financial
Washington
$201K
AFA
3239
Arlington Financial Advisors
California
$201K +$193K +1,352 New
BFG
3240
Baron Financial Group
New Jersey
$201K +$193K +1,351 New
PCMM
3241
Piedmont Capital Management (Montana)
Montana
$201K
EWM
3242
Endowment Wealth Management
Wisconsin
$201K +$2.57K +18 +1%
FWM
3243
FMB Wealth Management
California
$200K -$147K -1,030 -43%
MSA
3244
McAlister Sweet & Associates
Texas
$200K
POIA
3245
Pin Oak Investment Advisors
Texas
$200K
WPWM
3246
Western Pacific Wealth Management
Illinois
$197K +$9.44K +66 +5%
PP
3247
PrairieView Partners
Minnesota
$194K +$2K +14 +1%
KFS
3248
Kelly Financial Services
Massachusetts
$192K +$7.58K +53 +4%
WCMN
3249
Westchester Capital Management (Nebraska)
Nebraska
$190K -$42.2K -295 -19%
JSAM
3250
J. Safra Asset Management
New York
$188K +$181K +1,265 New

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.