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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
MFA
2576
McClarren Financial Advisors
Pennsylvania
$587K +$103K +737 +23%
CMS
2577
Capital Market Strategies
Florida
$586K +$23.7K +169 +5%
EBA
2578
Eagle Bay Advisors
New York
$585K +$44.3K +316 +9%
SWM
2579
Sugarloaf Wealth Management
Georgia
$584K -$55.7K -397 -9%
LFA
2580
Laraway Financial Advisors
Minnesota
$582K
AP
2581
Adero Partners
California
$582K +$214K +1,525 +66%
NC
2582
NinePointTwo Capital
California
$581K +$183K +1,308 +52%
PCM
2583
Princeton Capital Management
New Jersey
$581K +$109K +779 +26%
PSP
2584
Pacific Sage Partners
Washington
$581K +$537K +3,831 New
JBA
2585
Johnson Bixby & Associates
Washington
$580K
NFSG
2586
Newbridge Financial Services Group
Florida
$580K +$9.67K +69 +2%
NA
2587
Nottingham Advisors
New York
$579K +$13.9K +99 +3%
GJIA
2588
Glass Jacobson Investment Advisors
Maryland
$578K +$535K +3,814 New
ACM
2589
Adalta Capital Management
New York
$577K
TCWM
2590
Total Clarity Wealth Management
Illinois
$577K +$25.4K +181 +5%
CM
2591
Castleark Management
Illinois
$576K
GA
2592
Geller Advisors
New York
$573K -$10.9K -78 -2%
TWP
2593
Tower Wealth Partners
Pennsylvania
$573K -$1.96K -14 -0.4%
GA
2594
Gateway Advisory
New Jersey
$572K +$3.79K +27 +0.7%
EWA
2595
ERTS Wealth Advisors
Michigan
$572K +$3.36K +24 +0.6%
LF
2596
Lantz Financial
Illinois
$572K +$70.5K +503 +15%
HCM
2597
Hollencrest Capital Management
California
$570K +$19.2K +137 +4%
TWM
2598
Tradition Wealth Management
Minnesota
$569K -$24.1K -172 -4%
MFC
2599
Morris Financial Concepts
South Carolina
$566K -$841 -6 -0.2%
TA
2600
TrueWealth Advisors
Alabama
$565K +$11.8K +84 +2%

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.