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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
BAM
376
Berkshire Asset Management
Pennsylvania
$32.6M -$61.5K -430 -0.2%
Barrow, Hanley, Mewhinney & Strauss
377
Barrow, Hanley, Mewhinney & Strauss
Texas
$31.9M -$8.41M -58,822 -22%
TAM
378
Trillium Asset Management
Massachusetts
$31.7M -$467K -3,268 -2%
LIP
379
Lighthouse Investment Partners
Florida
$31.6M +$14.1M +98,865 +87%
BCIM
380
British Columbia Investment Management
British Columbia, Canada
$31.5M +$29K +203 +0.1%
CTC
381
Central Trust Company
Missouri
$31.3M +$9.44K +66 +0%
RJT
382
Raymond James Trust
Florida
$31.3M -$901K -6,306 -3%
MCC
383
Money Concepts Capital
Florida
$31.3M -$6.96M -48,692 -19%
PA
384
Pinnacle Associates
New York
$31.2M -$192K -1,345 -0.6%
MTC
385
McDaniel Terry & Co
Texas
$31M -$2.43K -17 -0%
AA
386
Ancora Advisors
Ohio
$31M +$382K +2,675 +1%
SRIM
387
Saratoga Research & Investment Management
California
$30.5M -$326K -2,282 -1%
BPWM
388
Badgley Phelps Wealth Managers
Washington
$30.2M +$558K +3,906 +2%
RG
389
Renaissance Group
Kentucky
$29.9M +$152K +1,061 +0.5%
IIM
390
INTECH Investment Management
Florida
$29.8M +$1.52M +10,661 +6%
HTHT
391
Hemenway Trust Hemenway Trust
New Hampshire
$29.8M +$468K +3,277 +2%
SGM
392
Skye Global Management
Florida
$29.7M +$27.8M +194,800 +3,746%
HIMCH
393
Hartford Investment Management Co (HIMCO)
Connecticut
$29.7M +$3.89M +27,198 +16%
SAM
394
Securian Asset Management
Minnesota
$29.4M +$30.6K +214 +0.1%
BB
395
Busey Bank
Illinois
$29.2M +$260K +1,817 +0.9%
LCM
396
Logan Capital Management
Pennsylvania
$28.8M +$7.24M +50,631 +35%
BCAM
397
Boston Common Asset Management
Massachusetts
$28.7M -$603K -4,216 -2%
RMDI
398
R.M. Davis Inc
Maine
$28.2M +$1.21M +8,493 +5%
EMPI
399
Elo Mutual Pension Insurance
Finland
$28.1M +$650K +4,548 +2%
NA
400
NewEdge Advisors
Louisiana
$27.9M -$214K -1,500 -0.8%

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.