We are live on ! Find out more
PG icon

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
MTC
3401
Matrix Trust Company
Colorado
-$1.64M -10,789 Closed
PFG
3402
Peterson Financial Group
Iowa
-$1.52M -10,009 Closed
LCH
3403
Lee Capital Holdings
New York
-$1.52M -10,000 Closed
OTPPB
3404
Ontario Teachers' Pension Plan Board
Ontario, Canada
-$1.4M -9,217 Closed
EAM
3405
EFG Asset Management
Oregon
-$1.39M -9,097 Closed
AA
3406
Altman Advisors
Illinois
-$1.36M -9,052 Closed
BMM
3407
Buffington Mohr McNeal
Idaho
-$1.26M -8,301 Closed
BC
3408
Bridgefront Capital
Texas
-$1.25M -8,245 Closed
BCM
3409
Bayesian Capital Management
New York
-$1.14M -7,500 Closed
HCC
3410
Hirtle Callaghan & Co
Pennsylvania
-$1.07M -7,085 Closed
GG
3411
Golden Green
South Carolina
-$912K -6,019 Closed
MC
3412
Maverick Capital
Texas
-$860K -5,675 Closed
DC
3413
Diametric Capital
Massachusetts
-$798K -5,266 Closed
GA
3414
Goldstein Advisors
Wisconsin
-$783K -5,165 Closed
AC
3415
AXQ Capital
New Jersey
-$773K -5,100 Closed
TC
3416
Toews Corporation
New Jersey
-$773K -5,100 Closed
TWA
3417
Tillar-Wenstrup Advisors
Ohio
-$731K -4,820 Closed
RA
3418
Rational Advisors
New York
-$721K -4,759 Closed
SEC
3419
Seven Eight Capital
New York
-$719K -4,747 Closed
CI
3420
Cavalier Investments
Georgia
-$694K -4,578 Closed
KWA
3421
KCS Wealth Advisory
California
-$675K -4,455 Closed
EGA
3422
E&G Advisors
Texas
-$664K -4,383 Closed
KLC
3423
Knowledge Leaders Capital
Colorado
-$596K -3,932 Closed
CWA
3424
Clarus Wealth Advisors
Arizona
-$596K -3,923 Closed
CMS
3425
Capital Market Strategies
Florida
-$586K -3,869 Closed

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.