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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
MSRPS
401
Maryland State Retirement & Pension System
Maryland
$27.7M +$223K +1,563 +0.8%
KRS
402
Kentucky Retirement Systems
Kentucky
$27.7M -$191K -1,339 -0.7%
ST
403
Sabal Trust
Florida
$27.3M +$169K +1,185 +0.6%
CDH
404
Charles D. Hyman
$27.3M -$34.3K -240 -0.1%
AIM
405
Achmea Investment Management
Netherlands
$27.2M +$2.52M +17,613 +11%
OPERF
406
Oregon Public Employees Retirement Fund
Oregon
$27.2M -$88.8K -621 -0.3%
MYAM
407
Meiji Yasuda Asset Management
Japan
$27.1M -$2.91M -20,337 -10%
SF
408
Synovus Financial
Georgia
$26.9M -$519K -3,629 -2%
AIM
409
Artemis Investment Management
United Kingdom
$26.9M +$2.34M +16,396 +10%
DADC
410
D.A. Davidson & Co
Montana
$26.9M -$2.31M -16,164 -8%
PWAG
411
Polaris Wealth Advisory Group
California
$26.8M +$6.17M +43,174 +31%
LCM
412
LVM Capital Management
Michigan
$26.8M +$236K +1,650 +0.9%
BRWA
413
B. Riley Wealth Advisors
Florida
$26.8M +$6.66M +46,608 +35%
CK
414
Cohen Klingenstein
New York
$26.7M
BS
415
Banco Santander
Spain
$26.7M -$2.59M -18,085 -9%
W
416
Wealthquest
Ohio
$26.6M -$374K -2,617 -1%
Cetera Investment Advisers
417
Cetera Investment Advisers
Illinois
$26.5M -$318K -2,223 -1%
KCM
418
Kanawha Capital Management
Virginia
$26.5M +$184K +1,290 +0.7%
PP
419
Prudential plc
United Kingdom
$26.5M -$1.49M -10,449 -6%
FDCDDQ
420
Federation des caisses Desjardins du Quebec
Quebec, Canada
$26.5M -$3.85M -26,941 -13%
AAM
421
Advisors Asset Management
Colorado
$26.3M -$1.37M -9,555 -5%
Renaissance Technologies
422
Renaissance Technologies
New York
$26.3M -$21.2M -148,600 -46%
PR
423
Payden & Rygel
California
$25.9M +$24.9M +174,200 New
KWILP
424
Kiwi Wealth Investments Limited Partnership
New Zealand
$25.6M -$1.95M -13,650 -7%
SSWM
425
Smith Salley Wealth Management
North Carolina
$25.6M +$728K +5,094 +3%

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.