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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
Vanguard Group
1
Vanguard Group
Pennsylvania
$33.5B -$40.3M -281,780 -0.1%
BlackRock
2
BlackRock
New York
$24.1B +$308M +2,157,319 +1%
State Street
3
State Street
Massachusetts
$15.2B -$451M -3,153,231 -3%
Geode Capital Management
4
Geode Capital Management
Massachusetts
$6.94B +$73M +510,559 +1%
Morgan Stanley
5
Morgan Stanley
New York
$6.55B -$38.4M -268,730 -0.6%
Bank of America
6
Bank of America
North Carolina
$5.56B -$58.6M -409,981 -1%
Wellington Management Group
7
Wellington Management Group
Massachusetts
$5.02B +$78.3M +547,738 +2%
Northern Trust
8
Northern Trust
Illinois
$4.48B -$45.3M -317,241 -1%
Norges Bank
9
Norges Bank
Norway
$3.88B +$192M +1,344,193 +5%
T. Rowe Price Associates
10
T. Rowe Price Associates
Maryland
$3.63B +$1.03B +7,235,990 +42%
Fidelity Investments
11
Fidelity Investments
Massachusetts
$3.59B +$53.3M +372,810 +2%
Bank of New York Mellon
12
Bank of New York Mellon
New York
$3.52B +$33.8M +236,756 +1%
JP Morgan Chase
13
JP Morgan Chase
New York
$3.4B +$43.6M +305,169 +1%
Ameriprise
14
Ameriprise
Minnesota
$2.77B -$100M -702,039 -4%
Legal & General Group
15
Legal & General Group
United Kingdom
$2.43B -$5.06M -35,425 -0.2%
State Farm Mutual Automobile Insurance
16
State Farm Mutual Automobile Insurance
Illinois
$2.35B
Wells Fargo
17
Wells Fargo
California
$2.34B -$25.2M -176,007 -1%
Charles Schwab
18
Charles Schwab
California
$2.33B -$81.3M -568,549 -3%
Goldman Sachs
19
Goldman Sachs
New York
$1.98B +$270M +1,888,750 +17%
N
20
Nuveen
North Carolina
$1.81B -$89.7M -627,376 -5%
UBS AM
21
UBS AM
Illinois
$1.57B +$99M +692,288 +7%
UBS Group
22
UBS Group
Switzerland
$1.55B -$135M -943,533 -8%
Deutsche Bank
23
Deutsche Bank
Germany
$1.51B -$135M -946,492 -9%
Capital World Investors
24
Capital World Investors
California
$1.41B +$2.18M +15,250 +0.2%
Franklin Resources
25
Franklin Resources
California
$1.4B -$5.74M -40,146 -0.4%

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.