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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
PTB
851
Pioneer Trust Bank
Oregon
$7.92M +$63.6K +445 +0.8%
1SB
852
1ST Source Bank
Indiana
$7.89M -$207K -1,445 -3%
OCM
853
One Capital Management
California
$7.87M +$524K +3,666 +7%
CL
854
Choreo LLC
Illinois
$7.81M +$5.77M +40,395 +333%
VC
855
Vestor Capital
Illinois
$7.79M -$134K -935 -2%
GIM
856
Goelzer Investment Management
Indiana
$7.79M +$2.65M +18,520 +55%
VST
857
Van Strum & Towne
California
$7.78M +$2.14K +15 +0%
ISB
858
Iowa State Bank
Iowa
$7.76M -$595K -4,159 -7%
ANTB
859
AMG National Trust Bank
Colorado
$7.76M +$13.6K +95 +0.2%
FCH
860
Freestone Capital Holdings
Washington
$7.73M -$118K -827 -2%
BOC
861
Barbara Oil Co
Illinois
$7.73M
TCPWM
862
Traverso Chambers Private Wealth Management
California
$7.72M -$172K -1,201 -2%
TYCC
863
Texas Yale Capital Corp
Florida
$7.72M +$8.86K +62 +0.1%
SCM
864
Schnieders Capital Management
California
$7.71M -$6.72K -47 -0.1%
FFL
865
Financial Freedom LLC
Ohio
$7.7M +$1.81M +12,632 +32%
TF
866
Tompkins Financial
New York
$7.69M +$136K +950 +2%
NB
867
Northwest Bancshares
Pennsylvania
$7.68M +$96.8K +677 +1%
EWM
868
Executive Wealth Management
Michigan
$7.67M -$603K -4,219 -8%
CNBTD
869
Citizens National Bank Trust Department
Mississippi
$7.66M -$5K -35 -0.1%
MME
870
Meag Munich Ergo
Germany
$7.64M -$85.8K -600 -1%
FPTW
871
Franklin, Parlapiano, Turner & Welch
Texas
$7.62M +$23K +161 +0.3%
AAS
872
Ameritas Advisory Services
Nebraska
$7.59M -$2.39M -16,698 -25%
MAM
873
Magellan Asset Management
Australia
$7.58M -$2.47M -17,263 -25%
WFG
874
Wills Financial Group
Virginia
$7.57M +$320K +2,242 +5%
Loomis, Sayles & Company
875
Loomis, Sayles & Company
Massachusetts
$7.55M +$81.9K +573 +1%

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.