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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
VPIM
476
Vanguard Personalized Indexing Management
California
$21.1M +$1.8M +12,591 +10%
PFM
477
Parsec Financial Management
North Carolina
$21.1M +$1.59M +11,113 +9%
WDG
478
Wealth Dimensions Group
Ohio
$21.1M -$335K -2,344 -2%
SCA
479
Snowden Capital Advisors
New York
$20.6M +$268K +1,877 +1%
KFS
480
Kurt F. Somerville
$20.5M -$24.7K -173 -0.1%
MJRIC
481
Mogy Joel R Investment Counsel
California
$20.4M -$162K -1,135 -0.8%
SCA
482
Stonebridge Capital Advisors
Minnesota
$20.3M +$225K +1,571 +1%
DDC
483
DF Dent & Co
Maryland
$20.2M +$1.06M +7,400 +6%
VWA
484
Visionary Wealth Advisors
Illinois
$20M -$166K -1,160 -0.9%
E
485
Ergoteles
New York
$20M +$16.5M +115,126 +592%
HBT
486
Hills Bank & Trust
Iowa
$19.9M +$531K +3,716 +3%
AA
487
ALPS Advisors
Colorado
$19.8M -$1.28M -8,957 -6%
PI
488
PGGM Investments
Netherlands
$19.6M -$483K -3,381 -2%
9WM
489
9258 Wealth Management
Ohio
$19.6M +$918K +6,420 +5%
MIA
490
MainStreet Investment Advisors
Illinois
$19.5M +$384K +2,687 +2%
BGIM
491
Brandywine Global Investment Management
Pennsylvania
$19.4M -$36.3K -254 -0.2%
FAB
492
First American Bank
Illinois
$19.4M -$118K -825 -0.6%
AAS
493
Avantax Advisory Services
Texas
$19.3M +$2.36M +16,537 +15%
GHA
494
GW Henssler & Associates
Georgia
$19.3M +$75.2K +526 +0.4%
ONB
495
Old National Bancorp
Indiana
$19.2M -$276K -1,931 -1%
GGI
496
Godsey & Gibb Inc
Virginia
$19.2M +$271K +1,898 +1%
IWC
497
Integrated Wealth Concepts
Massachusetts
$19.1M +$5.06M +35,379 +38%
KLCM
498
KG&L Capital Management
Louisiana
$19M -$1.27M -8,868 -6%
KPWS
499
Kestra Private Wealth Services
Texas
$18.9M +$2.79M +19,551 +18%
CTI
500
Community Trust & Investment
Kentucky
$18.9M +$97.1K +679 +0.5%

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.