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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
SH
751
SeaTown Holdings
Singapore
$9.52M +$4.72M +33,000 +106%
FSA
752
Franklin Street Advisors
North Carolina
$9.51M -$95.1K -665 -1%
PGIM
753
Pacific Global Investment Management
California
$9.49M -$351K -2,454 -4%
BFG
754
Bleakley Financial Group
New Jersey
$9.45M +$134K +938 +1%
BAM
755
Bell Asset Management
Australia
$9.43M +$2.05M +14,368 +29%
SWM
756
Stockman Wealth Management
Montana
$9.43M -$86.5K -605 -0.9%
BTI
757
Blue Trust Inc
Georgia
$9.43M -$218K -1,528 -2%
PWLP
758
Prio Wealth Limited Partnership
Massachusetts
$9.37M -$5.77M -40,366 -39%
BSW
759
Buckingham Strategic Wealth
Missouri
$9.36M
SGA
760
Strategic Global Advisors
California
$9.36M +$670K +4,689 +8%
OCAM
761
Onex Canada Asset Management
Ontario, Canada
$9.33M -$674K -4,712 -7%
LNWWM
762
Laird Norton Wetherby Wealth Management
California
$9.31M -$54.2K -379 -0.6%
FFWA
763
FRG Family Wealth Advisors
Washington
$9.3M -$124K -870 -1%
EDRH
764
Edmond de Rothschild Holding
Switzerland
$9.29M -$179K -1,254 -2%
JIC
765
Joel Isaacson & Co
New York
$9.28M +$265K +1,856 +3%
CCT
766
Chemung Canal Trust
New York
$9.27M +$79.3K +555 +0.9%
MIM
767
Marco Investment Management
Georgia
$9.25M +$7.15K +50 +0.1%
CIA
768
CCM Investment Advisers
South Carolina
$9.17M -$665K -4,650 -7%
KCPG
769
Kavar Capital Partners Group
Kansas
$9.17M -$215K -1,504 -2%
FNB
770
Farmers National Bank
Kentucky
$9.17M -$42.6K -298 -0.5%
CANC
771
Culbertson A N & Co
Virginia
$9.11M +$1.43K +10 +0%
CAM
772
Cresset Asset Management
Illinois
$9.04M -$953K -6,666 -10%
LMIM
773
Lockheed Martin Investment Management
Maryland
$9.03M -$5.16M -36,122 -37%
CPA
774
Court Place Advisors
Maryland
$9.01M -$15.7K -110 -0.2%
SSB
775
Sandy Spring Bank
Maryland
$9M -$531K -3,716 -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.