We are live on ! Find out more
PG icon

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
CWP
76
Capital Wealth Planning
Florida
$410M +$32.4M +226,467 +9%
CWG
77
C WorldWide Group
Denmark
$409M -$38.7M -270,449 -9%
New York State Teachers Retirement System (NYSTRS)
78
New York State Teachers Retirement System (NYSTRS)
New York
$400M -$12.2M -85,557 -3%
YAM
79
Yacktman Asset Management
Texas
$399M -$34.1M -238,768 -8%
American Century Companies
80
American Century Companies
Missouri
$398M -$14.4M -100,506 -4%
Schroder Investment Management Group
81
Schroder Investment Management Group
United Kingdom
$396M -$45.8M -320,741 -11%
State Board of Administration of Florida Retirement System
82
State Board of Administration of Florida Retirement System
Florida
$389M -$4.64M -32,480 -1%
Holocene Advisors
83
Holocene Advisors
New York
$385M +$202M +1,411,422 +120%
Robeco Institutional Asset Management
84
Robeco Institutional Asset Management
Netherlands
$375M -$6.29M -43,979 -2%
Corient Private Wealth
85
Corient Private Wealth
Florida
$366M +$76.1M +532,287 +28%
JIM
86
Jensen Investment Management
Oregon
$360M -$12.4M -86,710 -3%
Aberdeen Group
87
Aberdeen Group
United Kingdom
$360M -$13.6M -95,180 -4%
LPL Financial
88
LPL Financial
California
$347M +$26.2M +182,976 +9%
JMPWA
89
JP Morgan Private Wealth Advisors
California
$347M -$242K -1,695 -0.1%
JIC
90
Johnson Investment Counsel
Ohio
$338M -$6.12M -42,806 -2%
Adage Capital Partners
91
Adage Capital Partners
Massachusetts
$335M +$37.2M +260,550 +13%
Assenagon Asset Management
92
Assenagon Asset Management
Luxembourg
$333M +$74.1M +518,355 +30%
Korea Investment Corp
93
Korea Investment Corp
South Korea
$331M -$3.61M -25,255 -1%
HighTower Advisors
94
HighTower Advisors
Illinois
$331M +$4.48M +31,308 +1%
Envestnet Asset Management
95
Envestnet Asset Management
Illinois
$316M +$2.29M +16,050 +0.8%
Mariner
96
Mariner
Kansas
$309M +$16.6M +116,474 +6%
Manulife (Manufacturers Life Insurance)
97
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$305M -$15.1M -105,454 -5%
Marshall Wace
98
Marshall Wace
United Kingdom
$301M +$174M +1,216,512 +151%
First Trust Advisors
99
First Trust Advisors
Illinois
$293M +$3.46M +24,228 +1%
TAM
100
Troy Asset Management
United Kingdom
$292M -$38.2M -267,409 -12%

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.