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
TW
2401
TrinityPoint Wealth
Connecticut
$726K +$24.6K +172 +4%
WEPOG
2402
Wealth Enhancement & Preservation of GA
Georgia
$726K +$122K +854 +21%
CWM
2403
Castle Wealth Management
Florida
$725K -$8.86K -62 -1%
TCCM
2404
Timber Creek Capital Management
Massachusetts
$724K -$24.3K -170 -3%
AAMC
2405
Asset Allocation & Management Company
Illinois
$723K -$515K -3,600 -43%
BFM
2406
Boothbay Fund Management
New York
$723K -$862K -6,031 -55%
FC
2407
FCA Corp
Texas
$723K +$57.3K +401 +9%
BFA
2408
Brendel Financial Advisors
New Hampshire
$722K +$695K +4,859 New
BIP
2409
Blueprint Investment Partners
North Carolina
$720K -$814K -5,697 -54%
XWM
2410
Xcel Wealth Management
Florida
$720K +$5.86K +41 +0.9%
GFPC
2411
Global Financial Private Client
Florida
$718K -$362K -2,531 -35%
EWA
2412
EP Wealth Advisors
California
$718K -$5.62M -39,297 -67%
PTCG
2413
Pring Turner Capital Group
California
$717K
TCG
2414
Tremblant Capital Group
Florida
$717K +$67.3K +471 +11%
SAM
2415
Sompo Asset Management
Japan
$717K +$58.6K +410 +9%
FFG
2416
Frisch Financial Group
New York
$716K +$9.58K +67 +1%
SICM
2417
Sustainable Insight Capital Management
New York
$715K +$157K +1,100 +30%
NJBEST
2418
New Jersey Better Educational Savings Trust
New Jersey
$715K
CIA
2419
Cladis Investment Advisory
Montana
$714K +$143 +1 +0%
NAMM
2420
NorthStar Asset Management (Massachusetts)
Massachusetts
$714K -$76.9K -538 -10%
BFG
2421
Berger Financial Group
Minnesota
$714K -$7.86K -55 -1%
CCFM
2422
Clear Creek Financial Management
Washington
$714K +$13.2K +92 +2%
STAS
2423
Strong Tower Advisory Services
Minnesota
$714K +$31.9K +223 +5%
GC
2424
Garde Capital
Washington
$712K -$26K -182 -4%
CIC
2425
Chilton Investment Company
Connecticut
$712K

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.