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
CCM
3451
Condor Capital Management
New Jersey
-$229K -1,509 Closed
PAM
3452
Premier Asset Management
Illinois
-$228K -1,504 Closed
CA
3453
Cornerstone Advisors
North Carolina
-$227K -1,500 Closed
MWA
3454
Miller Wealth Advisors
Colorado
-$210K -1,468 Closed
NRW
3455
Nova R Wealth
Kansas
-$217K -1,433 Closed
OFS
3456
OneAscent Financial Services
Alabama
-$217K -1,430 Closed
PFM
3457
Patton Fund Management
Texas
-$213K -1,403 Closed
CWP
3458
Curated Wealth Partners
California
-$212K -1,400 Closed
BCM
3459
Brainard Capital Management
Texas
-$211K -1,395 Closed
LFGO
3460
Legacy Financial Group (Oklahoma)
Oklahoma
-$208K -1,375 Closed
LFA
3461
LGT Financial Advisors
Texas
-$207K -1,369 Closed
LFGH
3462
Lee Financial Group Hawaii
Hawaii
-$207K -1,367 Closed
MFG
3463
Monte Financial Group
Connecticut
-$206K -1,359 Closed
OWM
3464
Orgel Wealth Management
Wisconsin
-$204K -1,348 Closed
PSCM
3465
Per Stirling Capital Management
Texas
-$204K -1,345 Closed
CIA
3466
Caerus Investment Advisors
Texas
-$203K -1,338 Closed
HNW
3467
High Note Wealth
Minnesota
-$202K -1,336 Closed
FA
3468
Fiduciary Alliance
South Carolina
-$177K -1,169 Closed
RFS
3469
Retirement Financial Solutions
Tennessee
-$163K -1,078 Closed
ACP
3470
Arcus Capital Partners
Georgia
-$130K -855 Closed
KIA
3471
Kraematon Investment Advisors
Massachusetts
-$127K -838 Closed
MS
3472
Marshall & Sullivan
Washington
-$99.9K -659 Closed
LWP
3473
Laurel Wealth Planning
Minnesota
-$96.5K -637 Closed
MGI
3474
MayTech Global Investments
New York
-$82.7K -546 Closed
MPCL
3475
My Personal CFO LLC
Washington
-$81.4K -537 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.