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Procter & Gamble

3,402 hedge funds and large institutions have $224B invested in Procter & Gamble in 2023 Q3 according to their latest regulatory filings, with 152 funds opening new positions, 1,413 increasing their positions, 1,434 reducing their positions, and 118 closing their positions.

New
Increased
Maintained
Reduced
Closed

55% more call options, than puts

Call options by funds: $2.23B | Put options by funds: $1.44B

29% more first-time investments, than exits

New positions opened: 152 | Existing positions closed: 118

0.2% more ownership

Funds ownership: 64.9%65.1% (+0.2%)

0% less funds holding

Funds holding: 3,4093,402 (-7)

1% less repeat investments, than reductions

Existing positions increased: 1,413 | Existing positions reduced: 1,434

3% less capital invested

Capital invested by funds: $232B → $224B (-$7.73B)

1% less funds holding in top 10

Funds holding in top 10: 268265 (-3)

Holders
3,402
Holders Change
-7
Holders Change %
-0.21%
% of All Funds
53.99%
Holding in Top 10
265
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-1.12%
% of All Funds
4.21%
New
152
Increased
1,413
Reduced
1,434
Closed
118
Calls
$2.23B
Puts
$1.44B
Net Calls
+$791M
Net Calls Change
-$316M
Name Holding Trade Value Shares
Change
Change in
Stake
Manulife (Manufacturers Life Insurance)
101
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$283M -$409K -2,680 -0.1%
TAM
102
Troy Asset Management
United Kingdom
$272M -$13M -84,805 -4%
FIS
103
Fundsmith Investment Services
Mauritius
$270M +$140K +914 +0%
First Trust Advisors
104
First Trust Advisors
Illinois
$263M +$3.03M +19,865 +1%
JMPWA
105
JP Morgan Private Wealth Advisors
California
$246M +$258M +1,689,373 New
Commonwealth Equity Services
106
Commonwealth Equity Services
Massachusetts
$246M +$2.43M +15,892 +1%
Victory Capital Management
107
Victory Capital Management
Texas
$242M +$1.61M +10,510 +0.6%
Mitsubishi UFJ Trust & Banking
108
Mitsubishi UFJ Trust & Banking
Japan
$242M -$14.3M -93,880 -5%
ProShare Advisors
109
ProShare Advisors
Maryland
$241M +$6.99M +45,785 +3%
Osaic Holdings
110
Osaic Holdings
Arizona
$235M +$55.8M +365,603 +29%
Two Sigma Investments
111
Two Sigma Investments
New York
$231M +$139M +908,938 +135%
Toronto Dominion Bank
112
Toronto Dominion Bank
Ontario, Canada
$230M -$11.4M -74,712 -5%
Royal London Asset Management
113
Royal London Asset Management
United Kingdom
$224M +$16.1M +105,102 +7%
Truist Financial
114
Truist Financial
North Carolina
$222M +$12.3M +80,456 +6%
M&T Bank
115
M&T Bank
New York
$219M -$26.1M -170,560 -10%
National Bank of Canada
116
National Bank of Canada
Quebec, Canada
$218M +$26.6M +174,473 +13%
GT
117
Glenmede Trust
Pennsylvania
$216M -$18.4M -120,385 -8%
CB
118
Commerce Bank
Missouri
$216M -$2.53M -16,589 -1%
Wealth Enhancement Advisory Services
119
Wealth Enhancement Advisory Services
Minnesota
$215M +$205M +1,343,044 +1,039%
TD Asset Management
120
TD Asset Management
Ontario, Canada
$213M -$4.09M -26,802 -2%
BNP Paribas Financial Markets
121
BNP Paribas Financial Markets
France
$211M +$133M +869,666 +150%
Mackenzie Financial
122
Mackenzie Financial
Ontario, Canada
$207M -$241K -1,579 -0.1%
Swedbank
123
Swedbank
Sweden
$206M -$5.04M -32,968 -2%
AQR Capital Management
124
AQR Capital Management
Connecticut
$204M -$39M -255,114 -15%
Pictet Asset Management
125
Pictet Asset Management
Switzerland
$202M +$212M +1,386,384 New

PG Hedge Fund Activity: Q3 2023 in Review

3,402 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Procter & Gamble (PG) for Q3 2023, worth a combined $224B — down 3.3% from $232B a quarter earlier.

Buyers outnumbered sellers: 152 funds opened new PG positions and 118 closed out — a net gain of 34 holders — while 1,413 added to existing stakes and 1,434 trimmed.

The largest buyer was Fisher Asset Management, adding an estimated $784M. The largest seller was BlackRock, cutting an estimated $716M.

  • 3,402 institutional investors held Procter & Gamble (PG) as of Q3 2023, down from 3,409 in Q2 2023.
  • Funds reported $224B of Procter & Gamble stock for Q3 2023, down 3.3% quarter-over-quarter.
  • 152 funds opened new Procter & Gamble positions in Q3 2023 and 118 closed out, a net change of +34 holders.
  • The largest Procter & Gamble buyer in Q3 2023 was Fisher Asset Management, an estimated $784M added.
  • The largest Procter & Gamble seller in Q3 2023 was BlackRock, an estimated $716M sold.

Based on aggregated 13F filings for Q3 2023.