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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
SFCL
3301
Strengthening Families & Communities LLC
Massachusetts
$85.7K +$107K +747 +18%
PAG
3302
Paladin Advisory Group
Iowa
$84.5K +$81.2K +568 New
NMG
3303
New Millennium Group
Utah
$83.4K
ST
3304
Sageworth Trust
Pennsylvania
$81.5K +$21.9K +153 +39%
RFG
3305
RFP Financial Group
Georgia
$80.7K -$986K -6,898 -93%
EA
3306
Evolution Advisers
Virginia
$80K
TCA
3307
Trifecta Capital Advisors
Illinois
$78.4K
WAM
3308
Worth Asset Management
Texas
$77.8K
BSWA
3309
Bromfield Sneider Wealth Advisors
Massachusetts
$76.6K
NC
3310
NewSquare Capital
Pennsylvania
$70.4K +$26.2K +183 +63%
IA
3311
IFS Advisors
Kansas
$69.3K
GAG
3312
Goodman Advisory Group
Massachusetts
$68.5K
HB
3313
Horizon Bancorp
Indiana
$66K -$634K -4,436 -91%
EWP
3314
Elevation Wealth Partners
California
$62.7K +$60.2K +421 New
PCC
3315
Park Circle Company
Maryland
$59.5K
HFS
3316
HBC Financial Services
Washington
$58K +$143 +1 +0.3%
JMF
3317
Johnson Midwest Financial
Iowa
$56.9K +$143 +1 +0.3%
OIS
3318
Okabena Investment Services
Minnesota
$53.8K +$34.5K +241 +199%
CWM
3319
Cranbrook Wealth Management
Michigan
$52.4K
JFG
3320
JDM Financial Group
Texas
$52.3K -$12.9K -90 -20%
N
3321
Natixis
France
$50.1K -$158M -1,106,584 -100%
TWP
3322
TFO Wealth Partners
Ohio
$49.8K +$18.7K +131 +64%
LFASL
3323
Lugano Financial Advisors SA (LFA)
Switzerland
$48.6K
AIC
3324
Ayalon Insurance Company
Israel
$45K -$961K -6,720 -96%
AS
3325
Altshuler Shaham
Israel
$44.9K -$1.29K -9 -3%

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.