Procter & Gamble
3,412 hedge funds and large institutions have $232B invested in Procter & Gamble in 2023 Q2 according to their latest regulatory filings, with 155 funds opening new positions, 1,407 increasing their positions, 1,450 reducing their positions, and 96 closing their positions.
78% more call options, than puts
Call options by funds: $2.53B | Put options by funds: $1.43B
61% more first-time investments, than exits
New positions opened: 155 | Existing positions closed: 96
1% more funds holding
Funds holding: 3,378 → 3,412 (+34)
2% more capital invested
Capital invested by funds: $227B → $232B (+$4.96B)
3% less repeat investments, than reductions
Existing positions increased: 1,407 | Existing positions reduced: 1,450
1.41% less ownership
Funds ownership: 66.31% → 64.9% (-1.4%)
5% less funds holding in top 10
Funds holding in top 10: 283 → 268 (-15)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fisher Asset Management
Camas,
Washington
|
+$646M |
| 2 |
Barclays
London,
United Kingdom
|
+$520M |
| 3 |
Fundsmith LLP
London,
United Kingdom
|
+$472M |
| 4 |
DZ Bank
Frankfurt Am Main,
Germany
|
+$456M |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$352M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
OIAM
OFI Invest Asset Management
Paris,
France
|
-$6.04B |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$874M |
| 3 |
BlackRock
New York
|
-$529M |
| 4 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
-$447M |
| 5 |
JMPWA
JP Morgan Private Wealth Advisors
San Francisco,
California
|
-$347M |
PG Hedge Fund Activity: Q2 2023 in Review
3,412 of the 6,371 institutional investors tracked by Wall St. Rank reported a position in Procter & Gamble (PG) for Q2 2023, worth a combined $232B — up 2.2% from $227B a quarter earlier.
Buyers outnumbered sellers: 155 funds opened new PG positions and 96 closed out — a net gain of 59 holders — while 1,407 added to existing stakes and 1,450 trimmed.
The largest buyer was Fisher Asset Management, adding an estimated $646M. The largest seller was OFI Invest Asset Management, cutting an estimated $6.04B.
- 3,412 institutional investors held Procter & Gamble (PG) as of Q2 2023, up from 3,378 in Q1 2023.
- Funds reported $232B of Procter & Gamble stock for Q2 2023, up 2.2% quarter-over-quarter.
- 155 funds opened new Procter & Gamble positions in Q2 2023 and 96 closed out, a net change of +59 holders.
- The largest Procter & Gamble buyer in Q2 2023 was Fisher Asset Management, an estimated $646M added.
- The largest Procter & Gamble seller in Q2 2023 was OFI Invest Asset Management, an estimated $6.04B sold.
Based on aggregated 13F filings for Q2 2023.