Procter & Gamble
3,582 hedge funds and large institutions have $234B invested in Procter & Gamble in 2023 Q4 according to their latest regulatory filings, with 342 funds opening new positions, 1,361 increasing their positions, 1,507 reducing their positions, and 117 closing their positions.
192% more first-time investments, than exits
New positions opened: 342 | Existing positions closed: 117
21% more call options, than puts
Call options by funds: $2.34B | Put options by funds: $1.93B
5% more funds holding
Funds holding: 3,405 → 3,582 (+177)
2.74% more ownership
Funds ownership: 65.1% → 67.84% (+2.7%)
5% more capital invested
Capital invested by funds: $224B → $234B (+$10.2B)
10% less repeat investments, than reductions
Existing positions increased: 1,361 | Existing positions reduced: 1,507
23% less funds holding in top 10
Funds holding in top 10: 265 → 203 (-62)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$7.81B |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$980M |
| 3 |
Cerity Partners
New York
|
+$468M |
| 4 |
JP Morgan Chase
New York
|
+$353M |
| 5 |
Assenagon Asset Management
Senningerberg,
Luxembourg
|
+$336M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$662M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$467M |
| 3 |
Holocene Advisors
New York
|
-$363M |
| 4 |
Janus Henderson Group
London,
United Kingdom
|
-$261M |
| 5 |
DZ Bank
Frankfurt Am Main,
Germany
|
-$253M |
PG Hedge Fund Activity: Q4 2023 in Review
3,582 of the 6,863 institutional investors tracked by Wall St. Rank reported a position in Procter & Gamble (PG) for Q4 2023, worth a combined $234B — up 4.6% from $224B a quarter earlier.
Buyers outnumbered sellers: 342 funds opened new PG positions and 117 closed out — a net gain of 225 holders — while 1,361 added to existing stakes and 1,507 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $7.81B. The largest seller was T. Rowe Price Associates, cutting an estimated $662M.
- 3,582 institutional investors held Procter & Gamble (PG) as of Q4 2023, up from 3,405 in Q3 2023.
- Funds reported $234B of Procter & Gamble stock for Q4 2023, up 4.6% quarter-over-quarter.
- 342 funds opened new Procter & Gamble positions in Q4 2023 and 117 closed out, a net change of +225 holders.
- The largest Procter & Gamble buyer in Q4 2023 was Morgan Stanley, an estimated $7.81B added.
- The largest Procter & Gamble seller in Q4 2023 was T. Rowe Price Associates, an estimated $662M sold.
Based on aggregated 13F filings for Q4 2023.