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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
FNBOO
651
First National Bank of Omaha
Nebraska
$12M -$146K -1,018 -1%
ACIM
652
Azimuth Capital Investment Management
Michigan
$12M -$295K -2,064 -2%
SMI
653
Shelter Mutual Insurance
Missouri
$11.9M
LNB
654
Ledyard National Bank
$11.9M -$355K -2,482 -3%
BC
655
Burney Company
Virginia
$11.9M -$381K -2,668 -3%
RC
656
Randolph Company
Ohio
$11.9M -$31.7K -222 -0.3%
FCBT
657
First Citizens Bank & Trust
North Carolina
$11.8M +$1.94M +13,586 +21%
MA
658
Montag & Associates
Georgia
$11.7M -$141K -987 -1%
DWA
659
Douglass Winthrop Advisors
New York
$11.6M +$276K +1,929 +3%
MJP
660
Michael J. Puzo
$11.6M +$231K +1,613 +2%
CIC
661
Carnegie Investment Counsel
Ohio
$11.6M -$292K -2,046 -3%
VIM
662
Vinva Investment Management
Australia
$11.6M +$11.2M +78,683 New
MLL
663
Moody Lynn & Lieberson
Massachusetts
$11.5M -$2.06M -14,385 -16%
GCC
664
Guardian Capital (Canada)
Ontario, Canada
$11.5M -$40.3K -282 -0.4%
AP
665
Appleton Partners
Massachusetts
$11.5M +$342K +2,395 +3%
CCB
666
Country Club Bank
Missouri
$11.5M +$210K +1,468 +2%
FFP
667
FourThought Financial Partners
Florida
$11.4M +$293K +2,051 +3%
CNB
668
Camden National Bank
Maine
$11.4M +$8.86K +62 +0.1%
TCM
669
Telos Capital Management
California
$11.4M -$211K -1,476 -2%
HRC
670
Hoertkorn Richard Charles
$11.4M -$4.86K -34 -0%
PWP
671
Principle Wealth Partners
Connecticut
$11.4M +$113K +793 +1%
LFA
672
Legacy Financial Advisors
Kentucky
$11.4M -$714K -4,992 -6%
PCOC
673
Power Corp of Canada
Canada
$11.3M +$6.05M +42,354 +122%
WAM
674
Weiss Asset Management
Massachusetts
$11.2M +$10.8M +75,580 New
AAM
675
AR Asset Management
California
$11.2M

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.