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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
ACM
551
Argent Capital Management
Missouri
$16.1M -$11.9K -83 -0.1%
NEI
552
Northwest & Ethical Investments
Ontario, Canada
$16.1M -$4.53M -31,722 -23%
NIM
553
Northeast Investment Management
Massachusetts
$15.9M -$22.2K -155 -0.1%
HCM
554
Howland Capital Management
Massachusetts
$15.9M -$72K -504 -0.5%
CIP
555
Chartwell Investment Partners
Pennsylvania
$15.9M +$500K +3,499 +3%
IIM
556
Intact Investment Management
Quebec, Canada
$15.8M +$214K +1,500 +1%
GIA
557
Guyasuta Investment Advisors
Pennsylvania
$15.7M -$166K -1,162 -1%
EOJOAM
558
E. Ohman J:or Asset Management
Sweden
$15.7M +$400K +2,800 +3%
BBI
559
Baxter Bros Inc
Connecticut
$15.7M -$123K -858 -0.8%
MLICM
560
Metropolitan Life Insurance Company (MetLife)
New York
$15.7M -$4.07M -28,482 -21%
FFIC
561
First Fiduciary Investment Counsel
Ohio
$15.6M -$128K -893 -0.8%
TBA
562
Tower Bridge Advisors
Pennsylvania
$15.5M -$399K -2,790 -3%
SIC
563
Salem Investment Counselors
North Carolina
$15.5M +$1.2M +8,428 +9%
GIM
564
Grassi Investment Management
California
$15.5M
Jones Financial Companies
565
Jones Financial Companies
Missouri
$15.3M -$170K -1,191 -1%
LDB
566
Lee, Danner & Bass
Tennessee
$15.3M -$29.3K -205 -0.2%
WIC
567
Willis Investment Counsel
Georgia
$15.1M -$5.61M -39,245 -28%
Lido Advisors
568
Lido Advisors
California
$15.1M -$1.79M -12,553 -11%
ACA
569
Aptus Capital Advisors
Alabama
$15.1M +$2.62M +18,298 +22%
SW
570
SteelPeak Wealth
California
$15M +$10.6M +74,008 +276%
SWP
571
Stratos Wealth Partners
Ohio
$15M -$5.66M -39,579 -28%
CWM
572
Cornerstone Wealth Management
Missouri
$14.9M +$14.4M +100,488 New
GF
573
Gabelli Funds
New York
$14.9M -$100K -700 -0.7%
SI
574
Stephens Inc
Arkansas
$14.7M +$75.2K +526 +0.5%
Dodge & Cox
575
Dodge & Cox
California
$14.7M -$80.3K -562 -0.6%

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.