We are live on ! Find out more
PG icon

Procter & Gamble

3,399 hedge funds and large institutions have $234B invested in Procter & Gamble in 2022 Q4 according to their latest regulatory filings, with 375 funds opening new positions, 1,359 increasing their positions, 1,285 reducing their positions, and 107 closing their positions.

New
Increased
Maintained
Reduced
Closed

250% more first-time investments, than exits

New positions opened: 375 | Existing positions closed: 107

54% more call options, than puts

Call options by funds: $3.34B | Put options by funds: $2.17B

32% more funds holding in top 10

Funds holding in top 10: 253335 (+82)

22% more capital invested

Capital invested by funds: $192B → $234B (+$41.4B)

6% more funds holding

Funds holding: 3,1963,399 (+203)

6% more repeat investments, than reductions

Existing positions increased: 1,359 | Existing positions reduced: 1,285

0.5% more ownership

Funds ownership: 63.7%64.19% (+0.5%)

Holders
3,399
Holders Change
+203
Holders Change %
+6.35%
% of All Funds
54.63%
Holding in Top 10
335
Holding in Top 10 Change
+82
Holding in Top 10 Change %
+32.41%
% of All Funds
5.38%
New
375
Increased
1,359
Reduced
1,285
Closed
107
Calls
$3.34B
Puts
$2.17B
Net Calls
+$1.17B
Net Calls Change
+$609M
Name Holding Trade Value Shares
Change
Change in
Stake
WFA
2501
Wellspring Financial Advisors
Ohio
$654K +$85.1K +607 +16%
OL
2502
Optas LLC
Texas
$653K +$8.97K +64 +2%
CBB
2503
Citizens Business Bank
California
$652K +$2.24K +16 +0.4%
AWA
2504
Acorn Wealth Advisors
Michigan
$652K +$23.7K +169 +4%
SRC
2505
Shufro Rose & Co
New York
$652K -$112K -799 -16%
SIC
2506
SJS Investment Consulting
Ohio
$652K -$40.5K -289 -6%
HR
2507
Howe & Rusling
New York
$651K -$188K -1,344 -24%
UF
2508
Univest Financial
Pennsylvania
$650K -$45K -321 -7%
CIA
2509
Citadel Investment Advisory
Ohio
$650K -$47.7K -340 -7%
CCIA
2510
Cherry Creek Investment Advisors
Colorado
$649K +$3.79K +27 +0.6%
PSF
2511
Pacific Sun Financial
California
$648K -$14K -100 -2%
GIM
2512
Greylin Investment Management
Virginia
$648K -$14K -100 -2%
KIC
2513
Keating Investment Counselors
Florida
$647K +$599K +4,271 New
LJAC
2514
L.J. Altfest & Co
New York
$647K -$20.7K -148 -3%
QFA
2515
Quantum Financial Advisors
California
$647K +$73.2K +522 +14%
PCM
2516
Pointe Capital Management
Michigan
$646K -$51.3K -366 -8%
GPI
2517
General Partner Inc
Pennsylvania
$645K +$597K +4,256 New
FOA
2518
Five Oceans Advisors
California
$645K -$17.5K -125 -3%
PO
2519
Private Ocean
California
$644K -$5.47K -39 -0.9%
BWM
2520
Boyd Wealth Management
California
$644K -$6.59K -47 -1%
WCM
2521
Wedge Capital Management
North Carolina
$642K +$20.3K +145 +4%
OCPWS
2522
One Charles Private Wealth Services
Massachusetts
$640K -$25.1K -179 -4%
SWP
2523
Summit Wealth Partners
Florida
$637K +$1.54K +11 +0.3%
JF
2524
Joule Financial
Kentucky
$636K +$17.5K +125 +3%
HSWM
2525
Hubbell Strickland Wealth Management
Louisiana
$633K +$30K +214 +5%

PG Hedge Fund Activity: Q4 2022 in Review

3,399 of the 6,222 institutional investors tracked by Wall St. Rank reported a position in Procter & Gamble (PG) for Q4 2022, worth a combined $234B — up 22% from $192B a quarter earlier.

Buyers outnumbered sellers: 375 funds opened new PG positions and 107 closed out — a net gain of 268 holders — while 1,359 added to existing stakes and 1,285 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $695M. The largest seller was Janus Henderson Group, cutting an estimated $901M.

  • 3,399 institutional investors held Procter & Gamble (PG) as of Q4 2022, up from 3,196 in Q3 2022.
  • Funds reported $234B of Procter & Gamble stock for Q4 2022, up 22% quarter-over-quarter.
  • 375 funds opened new Procter & Gamble positions in Q4 2022 and 107 closed out, a net change of +268 holders.
  • The largest Procter & Gamble buyer in Q4 2022 was Morgan Stanley, an estimated $695M added.
  • The largest Procter & Gamble seller in Q4 2022 was Janus Henderson Group, an estimated $901M sold.

Based on aggregated 13F filings for Q4 2022.