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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
OAM
576
Oppenheimer Asset Management
New York
$14.7M -$98.6K -690 -0.7%
WIC
577
Wilkins Investment Counsel
Massachusetts
$14.6M -$169K -1,185 -1%
LBC
578
Lowe Brockenbrough & Co
Virginia
$14.6M +$197K +1,376 +1%
GI
579
Gradient Investments
Minnesota
$14.6M +$3.43M +23,960 +32%
SFM
580
Stack Financial Management
Montana
$14.5M +$102K +713 +0.7%
BC
581
Brookfield Corp
Ontario, Canada
$14.5M +$8.75M +61,189 +169%
PCM
582
Parsons Capital Management
Rhode Island
$14.5M -$392K -2,740 -3%
CA
583
Callahan Advisors
Texas
$14.5M +$56.6K +396 +0.4%
CSWM
584
Cassady Schiller Wealth Management
Ohio
$14.4M +$802K +5,609 +6%
AT
585
Arvest Trust
Oklahoma
$14.4M -$442K -3,089 -3%
EWM
586
Evercore Wealth Management
New York
$14.3M -$401K -2,803 -3%
SC
587
Savant Capital
Illinois
$14.2M +$407K +2,848 +3%
BHWM
588
Bar Harbor Wealth Management
New Hampshire
$14.2M -$512K -3,581 -4%
PCIA
589
Prime Capital Investment Advisors
Kansas
$14.1M -$6.43M -45,000 -32%
CM
590
Capula Management
Cayman Islands
$14M +$11.3M +79,064 +520%
LA
591
Lynch & Associates
Indiana
$14M -$55.2K -386 -0.4%
GT
592
Greenleaf Trust
Michigan
$14M +$698K +4,883 +5%
CIS
593
Connors Investor Services
Pennsylvania
$14M -$952K -6,660 -7%
BFA
594
Bragg Financial Advisors
North Carolina
$13.9M +$70.2K +491 +0.5%
WDA
595
Wendell David Associates
New Hampshire
$13.9M -$17.9K -125 -0.1%
TTWM
596
TCV Trust & Wealth Management
Virginia
$13.9M +$28.3K +198 +0.2%
RIA
597
Regal Investment Advisors
Michigan
$13.9M +$1.43M +9,973 +12%
GGS
598
Galvin Gaustad & Stein
Arizona
$13.8M +$428K +2,997 +3%
HIMC
599
Heritage Investors Management Corp
Maryland
$13.8M -$93.2K -652 -0.7%
HA
600
Harfst & Associates
Wyoming
$13.7M +$7.72K +54 +0.1%

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.