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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
TMAM
926
Tokio Marine Asset Management
Japan
$6.72M +$781K +5,465 +14%
MWM
927
Mission Wealth Management
California
$6.71M +$260K +1,821 +4%
MCM
928
Mattern Capital Management
Colorado
$6.71M +$172K +1,204 +3%
MKA
929
M. Kulyk & Associates
Georgia
$6.71M +$154K +1,078 +2%
FG
930
Fiduciary Group
Georgia
$6.71M -$70.5K -493 -1%
PA
931
PFG Advisors
Arizona
$6.68M +$524K +3,665 +9%
BC
932
Blackhill Capital
New Jersey
$6.67M
AMG
933
Advisors Management Group
Wisconsin
$6.66M -$1.2M -8,407 -16%
KNW
934
Kesler Norman & Wride
Utah
$6.66M +$161K +1,127 +3%
AAIM
935
Asset Advisors Investment Management
Georgia
$6.63M +$144K +1,010 +2%
WKWM
936
Walter & Keenan Wealth Management
Indiana
$6.6M +$5.29K +37 +0.1%
CAG
937
Csenge Advisory Group
Florida
$6.6M +$36.2K +253 +0.6%
CCM
938
Crew Capital Management
Ohio
$6.6M -$36K -252 -0.6%
BWM
939
BerganKDV Wealth Management
Minnesota
$6.6M +$169K +1,180 +3%
PAM
940
Private Asset Management
California
$6.57M -$77.3K -541 -1%
MGIA
941
Matthew Goff Investment Advisor
Texas
$6.57M -$143K -1,000 -2%
ATPW
942
Ashton Thomas Private Wealth
Arizona
$6.54M +$115K +805 +2%
CIM
943
Contravisory Investment Management
Massachusetts
$6.54M +$23K +161 +0.4%
RC
944
Roundview Capital
New Jersey
$6.53M +$118K +823 +2%
JWBC
945
John W. Brooker & Co
California
$6.52M -$462K -3,230 -7%
WCF
946
West Coast Financial
California
$6.5M +$5.74M +40,161 +1,122%
GCM
947
Garland Capital Management
Washington
$6.49M -$257K -1,795 -4%
FSA
948
Fort Sheridan Advisors
Illinois
$6.48M +$2.92M +20,456 +88%
AC
949
Addison Capital
Pennsylvania
$6.48M -$40.2K -281 -0.6%
TFA
950
Toth Financial Advisory
Virginia
$6.46M +$16.7K +117 +0.3%

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.