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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
Kayne Anderson Rudnick Investment Management
626
Kayne Anderson Rudnick Investment Management
California
$12.8M +$678K +4,741 +6%
BCV
627
Banque Cantonale Vaudoise
Switzerland
$12.7M -$660K -4,619 -5%
VV
628
Verity & Verity
South Carolina
$12.7M +$363K +2,536 +3%
BCM
629
BTC Capital Management
Iowa
$12.7M -$133K -929 -1%
NEWAS
630
N.E.W. Advisory Services
Wisconsin
$12.7M +$255K +1,784 +2%
AW
631
Atlas Wealth
Ohio
$12.6M +$31.3K +219 +0.3%
NCM
632
Narwhal Capital Management
Georgia
$12.6M -$900K -6,293 -7%
SFI
633
Siemens Fonds Invest
Germany
$12.6M -$459K -3,208 -4%
PMAM
634
Picton Mahoney Asset Management
Ontario, Canada
$12.6M +$1.72M +12,046 +17%
NRS
635
Neville Rodie & Shaw
New York
$12.5M -$137K -959 -1%
JCM
636
Janney Capital Management
Pennsylvania
$12.5M +$451K +3,153 +4%
SIC
637
Shoker Investment Counsel
Ohio
$12.5M +$143 +1 +0%
KRSITF
638
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$12.5M -$242K -1,690 -2%
SPC
639
Sigma Planning Corp
Michigan
$12.5M -$53.9K -377 -0.4%
ZCM
640
Ziegler Capital Management
Illinois
$12.5M -$112K -782 -0.9%
PCA
641
Pallas Capital Advisors
Massachusetts
$12.5M +$514K +3,597 +5%
OPCM
642
Osborne Partners Capital Management
California
$12.4M +$101K +705 +0.9%
SS
643
Simplicity Solutions
Minnesota
$12.3M +$7.8M +54,558 +193%
QCG
644
Quadrant Capital Group
Ohio
$12.3M +$316K +2,212 +3%
WC
645
Woodstock Corp
Massachusetts
$12.3M +$87.3K +611 +0.7%
VFA
646
Valeo Financial Advisors
Indiana
$12.2M -$49.6K -347 -0.4%
WIC
647
Woodmont Investment Counsel
Tennessee
$12.2M +$42.2K +295 +0.4%
SC
648
SouthState Corp
Florida
$12.1M -$93.5K -654 -0.8%
SIA
649
Sit Investment Associates
Minnesota
$12.1M -$276K -1,930 -2%
AIMCA
650
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$12M -$8.4M -58,733 -42%

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.