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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
Swiss National Bank
26
Swiss National Bank
Switzerland
$1.4B -$41.5M -290,200 -3%
PNC Financial Services Group
27
PNC Financial Services Group
Pennsylvania
$1.33B -$12.5M -87,582 -1%
Royal Bank of Canada
28
Royal Bank of Canada
Ontario, Canada
$1.26B -$219M -1,531,270 -15%
Dimensional Fund Advisors
29
Dimensional Fund Advisors
Texas
$1.26B -$3.26M -22,777 -0.3%
Amundi
30
Amundi
France
$1.25B -$61.6M -431,213 -5%
California Public Employees Retirement System
31
California Public Employees Retirement System
California
$1.22B -$90.6M -633,726 -7%
Invesco
32
Invesco
Georgia
$1.14B +$179M +1,250,720 +19%
AllianceBernstein
33
AllianceBernstein
Tennessee
$1.09B -$300M -2,100,575 -22%
Janus Henderson Group
34
Janus Henderson Group
United Kingdom
$1.09B +$19.4M +136,023 +2%
Sumitomo Mitsui Trust Group
35
Sumitomo Mitsui Trust Group
Japan
$1.06B -$9.07M -63,427 -0.9%
Aristotle Capital Management
36
Aristotle Capital Management
California
$1.01B -$24.4M -170,817 -2%
Sanders Capital
37
Sanders Capital
Florida
$1B -$149M -1,044,117 -13%
Capital International Investors
38
Capital International Investors
California
$918M -$378M -2,645,404 -30%
Parnassus Investments
39
Parnassus Investments
California
$910M -$5.58M -39,012 -0.6%
Lazard Asset Management
40
Lazard Asset Management
New York
$871M +$63.2M +441,846 +8%
Neuberger Berman Group
41
Neuberger Berman Group
New York
$860M +$98.2M +686,981 +13%
CS
42
Credit Suisse
Switzerland
$820M -$7.6M -53,180 -1%
Capital Research Global Investors
43
Capital Research Global Investors
California
$776M +$285K +1,995 +0%
BA
44
Bridgewater Associates
Connecticut
$735M -$7.25M -50,722 -1%
Canada Pension Plan Investment Board
45
Canada Pension Plan Investment Board
Ontario, Canada
$707M +$255M +1,782,154 +60%
HSBC Holdings
46
HSBC Holdings
United Kingdom
$695M -$33.8M -236,150 -5%
RhumbLine Advisers
47
RhumbLine Advisers
Massachusetts
$679M +$16.5M +115,101 +3%
ClearBridge Investments
48
ClearBridge Investments
New York
$662M -$2.45M -17,164 -0.4%
BG
49
Bahl & Gaynor
Ohio
$657M +$12.5M +87,191 +2%
US Bancorp
50
US Bancorp
Minnesota
$645M -$11.1M -77,425 -2%

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.