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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
EVM
826
Evelyn V. Moreno
$8.18M +$350K +2,448 +5%
PFO
827
Pathstone Family Office
New Jersey
$8.15M -$18.2M -127,064 -70%
CRB
828
Chad R. Baker
$8.11M -$3.57K -25 -0%
RWM
829
Ritholtz Wealth Management
New York
$8.1M -$1.7M -11,888 -18%
BMO
830
Beck Mack & Oliver
New York
$8.1M -$150K -1,050 -2%
HCM
831
Hutner Capital Management
Vermont
$8.1M +$18K +126 +0.2%
PWMAG
832
Pinnacle Wealth Management Advisory Group
New Jersey
$8.08M -$60.5K -423 -0.8%
PA
833
Parallel Advisors
California
$8.06M +$1.4M +9,822 +22%
IWM
834
IHT Wealth Management
Illinois
$8.05M +$487K +3,404 +7%
AIA
835
Allied Investment Advisors
Montana
$8.04M +$169K +1,181 +2%
AA
836
AlphaMark Advisors
Kentucky
$8.03M -$121K -843 -2%
LJHT
837
Laurie J. Hall Trustee
$8.02M -$53.6K -375 -0.7%
NC
838
Nicholas Company
Wisconsin
$8.01M
ETC
839
Exchange Traded Concepts
Oklahoma
$8M +$793K +5,546 +11%
MA
840
Mutual Advisors
Nebraska
$8M +$183K +1,281 +2%
DWT
841
Dorsey & Whitney Trust
South Dakota
$8M +$298K +2,088 +4%
TI
842
Trexquant Investment
Connecticut
$8M +$283K +1,983 +4%
BWL
843
Bogart Wealth LLC
Virginia
$7.98M +$2.73M +19,117 +55%
RIA
844
Realta Investment Advisors
Delaware
$7.97M -$635K -4,441 -8%
OIA
845
OneDigital Investment Advisors
Kansas
$7.97M +$983K +6,877 +15%
EH
846
Equitable Holdings
New York
$7.97M +$985K +6,891 +15%
FLPIM
847
F.L. Putnam Investment Management
Massachusetts
$7.96M +$161K +1,124 +2%
WAM
848
Weatherly Asset Management
California
$7.96M -$213K -1,492 -3%
LIM
849
Leavell Investment Management
Alabama
$7.96M -$284K -1,989 -4%
WorldQuant Millennium Advisors
850
WorldQuant Millennium Advisors
New York
$7.93M +$7.63M +53,368 New

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.