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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
BW
2526
Basepoint Wealth
Iowa
$632K +$81.7K +583 +16%
T
2527
TCWP
Ohio
$631K +$91K +649 +18%
TC
2528
Tacita Capital
Ontario, Canada
$629K
AW
2529
Apricus Wealth
South Carolina
$629K -$36.4K -260 -6%
CNAM
2530
Campbell Newman Asset Management
Wisconsin
$629K
CIM
2531
CIM Investment Management
Pennsylvania
$628K -$16.4K -117 -3%
DWM
2532
Dorchester Wealth Management
Quebec, Canada
$628K -$654K -4,665 -53%
FC
2533
Forte Capital
New York
$624K +$192K +1,369 +50%
CPA
2534
Capital Planning Advisors
California
$623K -$34.1K -243 -6%
SFCL
2535
Strengthening Families & Communities LLC
Massachusetts
$622K +$94.1K +671 +20%
SCA
2536
Sandy Cove Advisors
Massachusetts
$622K -$28.9K -206 -5%
WLIM
2537
White Lighthouse Investment Management
Massachusetts
$619K +$140 +1 +0%
SCA
2538
Stuart Chaussee & Associates
California
$619K +$841 +6 +0.1%
LT
2539
Legacy Trust
Michigan
$613K +$567K +4,047 New
APA
2540
Astoria Portfolio Advisors
New York
$612K +$24.4K +174 +4%
OWM
2541
OneAscent Wealth Management
Alabama
$612K +$21.4K +153 +4%
WEPOG
2542
Wealth Enhancement & Preservation of GA
Georgia
$610K +$564K +4,026 New
TIA
2543
Tandem Investment Advisors
South Carolina
$610K -$1.99M -14,197 -78%
FAT
2544
First American Trust
California
$609K +$94.6K +675 +20%
GAAM
2545
Guinness Atkinson Asset Management
California
$608K -$16.5K -118 -3%
AWM
2546
Aspire Wealth Management
Massachusetts
$608K +$841 +6 +0.1%
MSE
2547
MUFG Securities EMEA
United Kingdom
$607K -$259K -1,850 -32%
TIM
2548
Tortoise Investment Management
New York
$607K -$4.77K -34 -0.8%
PCMC
2549
Private Capital Management (Colorado)
Colorado
$606K -$75.7K -540 -12%
EIA
2550
Edgemoor Investment Advisors
Maryland
$605K -$17.8K -127 -3%

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.