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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
AWM
3326
Activest Wealth Management
Florida
$44.4K +$43K +301 New
SVCP
3327
Silicon Valley Capital Partners
California
$42K +$13.7K +96 +51%
BC
3328
Belmont Capital
California
$40.9K
TCWA
3329
Ten Capital Wealth Advisors
Washington
$39.3K +$28.9K +202 +326%
OAJ
3330
Ogorek Anthony Joseph
New York
$39K -$715 -5 -2%
FFA
3331
Fairfield Financial Advisors
Massachusetts
$38.5K +$286 +2 +0.8%
LFA
3332
Level Financial Advisors
New York
$37.3K
BCM
3333
Bourgeon Capital Management
Connecticut
$37K
CM
3334
Cornerstone Management
Georgia
$36.9K -$11.2K -78 -24%
LIA
3335
Luken Investment Analytics
Tennessee
$36.6K
IWP
3336
IAG Wealth Partners
Wisconsin
$36.1K +$12.9K +90 +59%
HFM
3337
Harvest Fund Management
China
$36K -$180K -1,259 -84%
LSA
3338
Lansing Street Advisors
Pennsylvania
$34.7K +$143 +1 +0.4%
DF
3339
DecisionPoint Financial
Arizona
$33.5K
RG
3340
Retirement Group
California
$30K +$143 +1 +0.5%
GKIM
3341
GW&K Investment Management
Massachusetts
$28K +$27.2K +190 New
LFA
3342
Legend Financial Advisors
Pennsylvania
$25.5K -$9.44K -66 -28%
GIS
3343
Grayhawk Investment Strategies
Alberta, Canada
$25K -$43K -301 -71%
MBFW
3344
Morton Brown Family Wealth
Pennsylvania
$23K +$2.72K +19 +14%
JAM
3345
JCIC Asset Management
Ontario, Canada
$22.3K
WA
3346
WestEnd Advisors
North Carolina
$22.2K -$20.6K -144 Closed
HWM
3347
Horizons Wealth Management
North Carolina
$18.7K -$31.4K -220 -64%
HI
3348
Hoey Investments
Pennsylvania
$16.5K
ARS
3349
Adirondack Retirement Specialists
New York
$16.4K +$15.6K +109 New
WFA
3350
West Financial Advisors
Iowa
$15.8K

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.