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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
LS
776
Livforsakringsbolaget Skandia
Sweden
$8.99M
BWM
777
Buckley Wealth Management
Nevada
$8.99M -$453K -3,170 -5%
FMC
778
First Merchants Corp
Indiana
$8.98M -$341K -2,388 -4%
BHIA
779
Birch Hill Investment Advisors
Massachusetts
$8.98M -$2.32M -16,205 -21%
PTC
780
Private Trust Company
Ohio
$8.97M +$1.53M +10,682 +22%
SFA
781
Sequoia Financial Advisors
Ohio
$8.96M -$409K -2,858 -5%
TF
782
Talbot Financial
Washington
$8.9M +$179K +1,254 +2%
MSS
783
Mitchell Sinkler & Starr
Pennsylvania
$8.88M -$163K -1,140 -2%
PI
784
PFS Investments
Georgia
$8.88M +$424K +2,965 +5%
SGC
785
Slocum, Gordon & Co
Rhode Island
$8.87M -$1.89M -13,251 -18%
KFP
786
KMG Fiduciary Partners
Ohio
$8.86M -$68.6K -480 -0.8%
FPB
787
First PREMIER Bank
South Dakota
$8.86M +$51K +357 +0.6%
EWM
788
Edge Wealth Management
New York
$8.86M -$100K -701 -1%
DWM
789
Destination Wealth Management
California
$8.83M +$174K +1,215 +2%
RWM
790
Rench Wealth Management
Texas
$8.8M -$142K -992 -2%
SA
791
Strategic Advisors
New York
$8.79M -$134K -937 -2%
FNBOMD
792
First National Bank of Mount Dora
Florida
$8.78M +$1.23M +8,618 +17%
WJWM
793
Williams Jones Wealth Management
New York
$8.73M -$85.8K -600 -1%
SFC
794
Strategic Financial Concepts
Texas
$8.73M +$8.39M +58,713 New
NME
795
Notis-McConarty Edward
$8.72M +$8.58K +60 +0.1%
TIM
796
Tikehau Investment Management
France
$8.72M +$8.38M +58,628 New
MBTD
797
Mechanics Bank - Trust Department
California
$8.69M -$96.9K -678 -1%
BPCE
798
Bank Pictet & Cie (Europe)
Germany
$8.66M -$2.32M -16,205 -22%
III
799
Independent Investors Inc
New York
$8.65M
S
800
SignatureFD
Georgia
$8.62M +$264K +1,844 +3%

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.