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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
MYIA
951
Mount Yale Investment Advisors
Colorado
$6.45M +$120K +842 +2%
JWCA
952
J.W. Cole Advisors
Florida
$6.44M +$578K +4,043 +10%
Parallax Volatility Advisers
953
Parallax Volatility Advisers
California
$6.44M +$6.19M +43,278 New
WP
954
WMS Partners
Maryland
$6.4M -$359K -2,509 -6%
WPW
955
Waldron Private Wealth
Pennsylvania
$6.4M +$760K +5,314 +14%
BIC
956
Beach Investment Counsel
Pennsylvania
$6.39M -$209K -1,460 -3%
PCTC
957
Perkins Coie Trust Company
Washington
$6.38M +$36.5K +255 +0.6%
AG
958
Advocate Group
Minnesota
$6.37M -$674K -4,715 -10%
CCT
959
Capital City Trust
Florida
$6.37M +$94.9K +664 +2%
WG
960
Winton Group
United Kingdom
$6.35M +$1.84M +12,890 +43%
LFAS
961
Level Four Advisory Services
Texas
$6.35M -$733K -5,128 -11%
SCP
962
Sandhill Capital Partners
New York
$6.34M +$496K +3,471 +9%
CC
963
Courier Capital
New York
$6.34M -$33.2K -232 -0.5%
ST
964
Spinnaker Trust
Maine
$6.33M -$710K -4,968 -10%
PP
965
Prospector Partners
Connecticut
$6.32M +$257K +1,800 +4%
CW
966
CreativeOne Wealth
Kansas
$6.32M +$621K +4,346 +11%
SIM
967
Studio Investment Management
Illinois
$6.28M -$314K -2,200 -5%
LA
968
Lakeside Advisors
Washington
$6.28M -$29.4K -206 -0.5%
HT
969
Heritage Trust
Oklahoma
$6.28M -$67.3K -471 -1%
EIA
970
Eastover Investment Advisors
North Carolina
$6.25M +$76K +532 +1%
CF
971
Covea Finance
France
$6.17M +$5.93M +41,500 New
OWA
972
Octavia Wealth Advisors
Ohio
$6.14M -$36K -252 -0.6%
JPMIA
973
J.P. Marvel Investment Advisors
Massachusetts
$6.14M -$8.72K -61 -0.1%
Koshinski Asset Management
974
Koshinski Asset Management
Illinois
$6.13M +$701K +4,901 +13%
IEFM
975
IQ EQ Fund Management
Ireland
$6.12M +$39.2K +274 +0.7%

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.