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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
CCM
726
Coldstream Capital Management
Washington
$10.1M +$163K +1,137 +2%
JIR
727
James Investment Research
Ohio
$10.1M +$60.6K +424 +0.6%
EF
728
Empirical Finance
Pennsylvania
$10M +$494K +3,456 +5%
JWBC
729
J.W. Burns & Co
New York
$10M +$59.6K +417 +0.6%
ST
730
Smithfield Trust
Pennsylvania
$10M +$53.5K +374 +0.6%
MFG
731
Merit Financial Group
Georgia
$9.93M +$176K +1,232 +2%
FPFS
732
First Personal Financial Services
North Carolina
$9.92M +$262K +1,833 +3%
BWP
733
Baldwin Wealth Partners
Massachusetts
$9.91M -$2.29K -16 -0%
CG
734
Carmignac Gestion
France
$9.9M +$2.59M +18,115 +37%
LRPA
735
L. Roy Papp & Associates
Arizona
$9.89M -$228K -1,592 -2%
TSS
736
Thomas Story & Son
Indiana
$9.89M +$8.86K +62 +0.1%
KA
737
Kintegral Advisory
New York
$9.87M -$510K -3,567 -5%
HSA
738
HBK Sorce Advisory
Pennsylvania
$9.86M -$9.32M -65,180 -50%
SB
739
Simmons Bank
Arkansas
$9.86M +$106K +743 +1%
SWK
740
Stephen W. Kidder
$9.85M +$25.4K +178 +0.3%
FMWA
741
Forvis Mazars Wealth Advisors
Missouri
$9.82M -$85.9K -601 -0.9%
CCP
742
Clough Capital Partners
Massachusetts
$9.74M
CB
743
Community Bank
New York
$9.71M -$41K -287 -0.4%
TCM
744
Twin Capital Management
Pennsylvania
$9.7M -$2.64M -18,461 -22%
MKC
745
M. Kraus & Co
Vermont
$9.69M +$143K +999 +2%
OPTFSNA
746
Old Point Trust & Financial Services N A
Virginia
$9.59M -$284K -1,985 -3%
MCM
747
McKinley Capital Management
Alaska
$9.59M -$73.2K -512 -0.8%
CHC
748
City Holding Co
West Virginia
$9.58M -$215K -1,506 -2%
PAS
749
Park Avenue Securities
New York
$9.54M +$336K +2,352 +4%
KWM
750
Kingsview Wealth Management
Oregon
$9.52M -$3.69M -25,779 -29%

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.