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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
FA
2451
Fermata Advisors
California
$686K -$261K -1,827 -31%
MWP
2452
Meridian Wealth Partners
Pennsylvania
$684K +$27.6K +193 +4%
LA
2453
LexAurum Advisors
Kansas
$684K -$1.14K -8 -0.2%
APG
2454
Abacus Planning Group
South Carolina
$683K +$143 +1 +0%
NVIM
2455
New Vernon Investment Management
Illinois
$681K
HC
2456
Hamilton Capital
Ohio
$679K -$34.6K -242 -5%
APW
2457
Austin Private Wealth
Texas
$677K +$93.2K +652 +17%
SIA
2458
Schear Investment Advisers
Ohio
$677K -$125K -873 -16%
OL
2459
Optas LLC
Texas
$677K +$34.7K +243 +6%
AWA
2460
Acorn Wealth Advisors
Michigan
$676K +$35K +245 +6%
SAM
2461
Strategy Asset Managers
California
$676K -$667K -4,663 -51%
XT
2462
XTX Topco
Cayman Islands
$675K +$649K +4,537 New
GKWIM
2463
Gerber Kawasaki Wealth & Investment Management
California
$673K -$12K -84 -2%
FNBSF
2464
First National Bank Sioux Falls
South Dakota
$671K
JF
2465
Joule Financial
Kentucky
$671K +$44.9K +314 +7%
NRC
2466
New Republic Capital
North Carolina
$671K +$84.9K +594 +15%
LSIA
2467
LaSalle St. Investment Advisors
Illinois
$670K +$426K +2,977 +194%
FH
2468
FWG Holdings
Florida
$669K -$78.9K -552 -11%
BCM
2469
Bienville Capital Management
New York
$669K
TA
2470
TCM Advisors
West Virginia
$669K
RWS
2471
Resolute Wealth Strategies
Mississippi
$669K +$643K +4,497 New
TFCP
2472
Twin Focus Capital Partners
Massachusetts
$669K +$3.43K +24 +0.5%
AFIA
2473
America First Investment Advisors
Nebraska
$668K
SWM
2474
Shakespeare Wealth Management
Wisconsin
$667K
RWA
2475
Rainsberger Wealth Advisors
Colorado
$666K +$143 +1 +0%

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.