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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
MG
3251
MilWealth Group
Wisconsin
$187K
CCM
3252
Carderock Capital Management
Maryland
$186K -$16.4K -115 -8%
CIA
3253
Cascade Investment Advisors
Oregon
$186K +$179K +1,249 New
OA
3254
Operose Advisors
Wisconsin
$184K +$28.6K +200 +19%
CJL
3255
Cyrus J. Lawrence
New York
$180K -$48.5K -339 -22%
CIR
3256
Clear Investment Research
Georgia
$176K -$4.43K -31 -3%
WIM
3257
WealthPlan Investment Management
Nebraska
$173K -$762K -5,334 -82%
CMA
3258
Cedar Mountain Advisors
Oregon
$172K +$5.43K +38 +3%
SC
3259
Sawyer & Company
Massachusetts
$171K
RA
3260
Rise Advisors
New York
$166K +$3.15K +22 +2%
CCMI
3261
Creative Capital Management Investments
California
$163K +$1.29K +9 +0.8%
TCM
3262
TD Capital Management
Tennessee
$162K
IHWM
3263
Iron Horse Wealth Management
Iowa
$161K +$1K +7 +0.6%
JEST
3264
JTC Employer Solutions Trustee
Jersey
$158K
2L
3265
25 LLC
Missouri
$149K +$137K +957 New
GFWA
3266
Grey Fox Wealth Advisors
Delaware
$147K +$4.43K +31 +3%
HIM
3267
Hillsdale Investment Management
Ontario, Canada
$146K
EARNEST Partners
3268
EARNEST Partners
Georgia
$146K
RI
3269
Ridgewood Investments
New Jersey
$144K +$138K +965 New
ABLA
3270
Alan B. Lancz & Associates
Ohio
$141K
PPWM
3271
PFG Private Wealth Management
Florida
$140K -$147K -1,031 -52%
ACM
3272
Antonetti Capital Management
Florida
$140K +$17.2K +120 +15%
DWMG
3273
DB Wealth Management Group
California
$137K
DI
3274
Disciplined Investments
Oklahoma
$137K -$6.72K -47 -5%
C
3275
Covestor
United Kingdom
$135K +$12K +84 +10%

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.