Procter & Gamble
3,586 hedge funds and large institutions have $228B invested in Procter & Gamble in 2023 Q4 according to their latest regulatory filings, with 345 funds opening new positions, 1,363 increasing their positions, 1,506 reducing their positions, and 117 closing their positions.
195% more first-time investments, than exits
New positions opened: 345 | Existing positions closed: 117
21% more call options, than puts
Call options by funds: $2.34B | Put options by funds: $1.93B
5% more funds holding
Funds holding: 3,406 → 3,586 (+180)
2% more capital invested
Capital invested by funds: $224B → $228B (+$4.03B)
0.89% more ownership
Funds ownership: 65.08% → 65.97% (+0.89%)
9% less repeat investments, than reductions
Existing positions increased: 1,363 | Existing positions reduced: 1,506
23% less funds holding in top 10
Funds holding in top 10: 265 → 203 (-62)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$980M |
| 2 |
Neuberger Berman Group
New York
|
+$947M |
| 3 |
Morgan Stanley
New York
|
+$590M |
| 4 |
Cerity Partners
New York
|
+$468M |
| 5 |
JP Morgan Chase
New York
|
+$353M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$662M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$467M |
| 3 |
Holocene Advisors
New York
|
-$363M |
| 4 |
Janus Henderson Group
London,
|
-$261M |
| 5 |
DZ Bank
Frankfurt Am Main,
Germany
|
-$253M |
PG Hedge Fund Activity: Q4 2023 in Review
3,586 of the 6,871 institutional investors tracked by Wall St. Rank reported a position in Procter & Gamble (PG) for Q4 2023, worth a combined $228B — up 1.8% from $224B a quarter earlier.
Buyers outnumbered sellers: 345 funds opened new PG positions and 117 closed out — a net gain of 228 holders — while 1,363 added to existing stakes and 1,506 trimmed.
The largest buyer was Royal Bank of Canada, adding an estimated $980M. The largest seller was T. Rowe Price Associates, cutting an estimated $662M.
- 3,586 institutional investors held Procter & Gamble (PG) as of Q4 2023, up from 3,406 in Q3 2023.
- Funds reported $228B of Procter & Gamble stock for Q4 2023, up 1.8% quarter-over-quarter.
- 345 funds opened new Procter & Gamble positions in Q4 2023 and 117 closed out, a net change of +228 holders.
- The largest Procter & Gamble buyer in Q4 2023 was Royal Bank of Canada, an estimated $980M added.
- The largest Procter & Gamble seller in Q4 2023 was T. Rowe Price Associates, an estimated $662M sold.
Based on aggregated 13F filings for Q4 2023.