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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
LWA
3351
Lowe Wealth Advisors
Maryland
$15.6K
APW
3352
Atlantic Private Wealth
North Carolina
$15.6K +$15K +105 New
TJHA
3353
Thomas J. Herzfeld Advisors
Florida
$15.3K
MAM
3354
Marquette Asset Management
Minnesota
$14.9K
RWM
3355
Ruedi Wealth Management
Illinois
$13.7K
Capstone Investment Advisors
3356
Capstone Investment Advisors
New York
$13.2K -$14.3M -99,808 -100%
MFG
3357
Mendota Financial Group
Wisconsin
$12.5K
TCM
3358
Tanaka Capital Management
New York
$12K
FGAM
3359
Financial Gravity Asset Management
Texas
$12K +$646K +4,521 +264%
CCM
3360
Copeland Capital Management
Pennsylvania
$10K
CAM
3361
Costello Asset Management
Pennsylvania
$9.52K -$11.4K -80 -56%
MIM
3362
Macroview Investment Management
Maryland
$9.37K
GC
3363
Gould Capital
Washington
$9.37K
ECM
3364
Everence Capital Management
Indiana
$8.79K
PS
3365
PayPay Securities
Japan
$8.77K -$5.29K -37 -39%
MUMSS
3366
Mitsubishi UFJ Morgan Stanley Securities
Japan
$8K -$27K -189 -79%
SWG
3367
Summit Wealth Group
Vermont
$7K +$155M +1,087,289 New
BHWM
3368
Bay Harbor Wealth Management
Maryland
$6.39K
CUAMC
3369
China Universal Asset Management Company
China
$5.95K
DMKJ
3370
David M. Knott Jr
$5K
UFF
3371
USA Financial Formulas
Michigan
$4.76K +$4.57K +32 New
AW
3372
Avion Wealth
Texas
$4K +$2.86K +20 +167%
YAL
3373
Your Advocates Ltd
Texas
$3.72K
UOTTAIMCU
3374
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$3K +$2.57K +18 New
CWM
3375
Cedar Wealth Management
California
$1.78K

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.