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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
CAM
876
Cidel Asset Management
Ontario, Canada
$7.51M -$1.15M -8,018 -14%
MIM
877
Martin Investment Management
Florida
$7.5M -$328K -2,294 -4%
CAM
878
Carret Asset Management
New York
$7.49M -$579K -4,051 -7%
MWM
879
Meridian Wealth Management
Kentucky
$7.48M -$824K -5,761 -10%
EB
880
Eastern Bank
Massachusetts
$7.48M -$467K -3,265 -6%
SBIA
881
Sheaff Brock Investment Advisors
Indiana
$7.46M +$84.1K +588 +1%
HIC
882
Harvey Investment Company
Kentucky
$7.46M -$14.3K -100 -0.2%
NSIM
883
North Star Investment Management
Illinois
$7.46M +$175K +1,223 +2%
TPCW
884
TD Private Client Wealth
New York
$7.43M +$144K +1,009 +2%
MCM
885
Monarch Capital Management
Indiana
$7.42M -$123K -858 -2%
FAM
886
Fred Alger Management
New York
$7.42M +$622K +4,352 +10%
CFC
887
Cincinnati Financial Corp
Ohio
$7.42M
B
888
Bellecapital
Switzerland
$7.39M +$263K +1,839 +4%
M
889
Mirova
France
$7.36M +$2.88M +20,157 +69%
GVAG
890
Great Valley Advisor Group
Delaware
$7.33M +$410K +2,870 +6%
LF
891
Longbow Finance
Switzerland
$7.29M +$7.01M +49,060 New
VCA
892
Verdence Capital Advisors
Maryland
$7.27M -$84.9K -594 -1%
CWM
893
Concentric Wealth Management
California
$7.27M -$12.6K -88 -0.2%
CBTWT
894
Community Bank & Trust (Waco, Texas)
Texas
$7.26M +$17.7K +124 +0.3%
KFC
895
Klingenstein Fields & Co
New York
$7.25M -$56.8K -397 -0.8%
MGIA
896
Moneta Group Investment Advisors
Missouri
$7.25M +$903K +6,314 +15%
HS
897
Horan Securities
United States
$7.25M +$44.6K +312 +0.6%
NCM
898
Nelson Capital Management
California
$7.24M -$278K -1,944 -4%
SWIG
899
Strategic Wealth Investment Group
Kentucky
$7.16M +$1.03M +7,192 +18%
EP
900
Edgestream Partners
New Jersey
$7.13M +$3.99M +27,930 +139%

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.