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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
RWML
3276
RAFFA WEALTH MANAGEMENT, LLC
District of Columbia
$132K +$94.8K +663 +293%
CH
3277
Canton Hathaway
Rhode Island
$132K
BA
3278
Bellwether Advisors
Nebraska
$126K -$72.9K -510 -38%
FSWA
3279
Financial Synergies Wealth Advisors
Texas
$126K +$65.3K +457 +117%
TWD
3280
True Wealth Design
Ohio
$125K +$11.2K +78 +10%
CWAF
3281
Core Wealth Advisors (Florida)
Florida
$125K -$1.72K -12 -1%
PP
3282
PFS Partners
New Jersey
$125K +$286 +2 +0.2%
NOI
3283
Newton One Investments
Delaware
$123K
BCPWM
3284
Bradley & Co Private Wealth Management
Florida
$117K
GWSA
3285
Global Wealth Strategies & Associates
Colorado
$114K
TC
3286
Trust Company
Kansas
$112K -$12.6K -88 -10%
BBPWM
3287
Blue Bell Private Wealth Management
Pennsylvania
$112K
IFS
3288
Intelligent Financial Strategies
Minnesota
$110K
FCA
3289
Fortis Capital Advisors
Kansas
$107K
PGAM
3290
Princeton Global Asset Management
New Jersey
$105K +$57.5K +402 +133%
BCM
3291
Blume Capital Management
California
$105K
BAM
3292
Baldrige Asset Management
Pennsylvania
$103K
TLA
3293
Tanglewood Legacy Advisors
Texas
$101K
FP
3294
Financial Perspectives
Minnesota
$100K
HCM
3295
Horrell Capital Management
Arkansas
$99K
AFS
3296
Annapolis Financial Services
Maryland
$96.1K -$49.3K -345 -35%
CWA
3297
Carolina Wealth Advisors
South Carolina
$95.2K
CPA
3298
Cowen Prime Advisors
New York
$94K
APC
3299
Aspire Private Capital
North Carolina
$93.5K -$1.57K -11 -2%
CFG
3300
CKW Financial Group
Hawaii
$90K +$143 +1 +0.2%

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.