We are live on ! Find out more
PG icon

Procter & Gamble

3,196 hedge funds and large institutions have $192B invested in Procter & Gamble in 2022 Q3 according to their latest regulatory filings, with 117 funds opening new positions, 1,484 increasing their positions, 1,201 reducing their positions, and 131 closing their positions.

New
Increased
Maintained
Reduced
Closed

35% more call options, than puts

Call options by funds: $2.14B | Put options by funds: $1.58B

24% more repeat investments, than reductions

Existing positions increased: 1,484 | Existing positions reduced: 1,201

0.33% less ownership

Funds ownership: 64.02%63.7% (-0.33%)

2% less funds holding

Funds holding: 3,2553,196 (-59)

11% less first-time investments, than exits

New positions opened: 117 | Existing positions closed: 131

13% less capital invested

Capital invested by funds: $220B → $192B (-$27.8B)

21% less funds holding in top 10

Funds holding in top 10: 322253 (-69)

Holders
3,196
Holders Change
-59
Holders Change %
-1.81%
% of All Funds
55.05%
Holding in Top 10
253
Holding in Top 10 Change
-69
Holding in Top 10 Change %
-21.43%
% of All Funds
4.36%
New
117
Increased
1,484
Reduced
1,201
Closed
131
Calls
$2.14B
Puts
$1.58B
Net Calls
+$561M
Net Calls Change
+$109M
Name Holding Trade Value Shares
Change
Change in
Stake
BCIM
2601
Bishop & Co Investment Management
Pennsylvania
$433K
SFCL
2602
Strengthening Families & Communities LLC
Massachusetts
$433K +$162K +1,143 +50%
FDS
2603
First Dallas Securities
Texas
$432K -$6.25K -44 -1%
OFW
2604
Omnia Family Wealth
Florida
$432K
SLT
2605
St Louis Trust
Missouri
$431K -$345K -2,427 -44%
FAM
2606
Flaharty Asset Management
Florida
$431K -$80.7K -568 -14%
FCM
2607
Fourpath Capital Management
Oklahoma
$431K -$1.28K -9 -0.3%
MCM
2608
Mendel Capital Management
Arkansas
$431K +$3.27K +23 +0.7%
HWM
2609
HighMark Wealth Management
Minnesota
$430K +$2.42K +17 +0.5%
VIM
2610
Vista Investment Management
Pennsylvania
$430K +$17.2K +121 +4%
OIM
2611
Orca Investment Management
Oregon
$429K -$15.3K -108 -3%
LSWM
2612
Lorne Steinberg Wealth Management
Canada
$429K +$9.38K +66 +2%
TA
2613
Trellis Advisors
Washington
$429K +$30.4K +214 +7%
JCIA
2614
Jackson Creek Investment Advisors
Colorado
$427K +$2.56K +18 +0.5%
SF
2615
Safeguard Financial
Wisconsin
$426K +$52.1K +367 +12%
TCG
2616
Tremblant Capital Group
Florida
$426K +$480K +3,378 New
PFA
2617
Pettinga Financial Advisors
Indiana
$425K -$46.9K -330 -9%
JC
2618
Jentner Corp
Ohio
$425K +$1.14K +8 +0.2%
PFA
2619
Plotkin Financial Advisors
Maryland
$425K -$29.3K -206 -6%
GCP
2620
GSA Capital Partners
United Kingdom
$424K -$710 -5 -0.1%
SHWM
2621
Smith & Howard Wealth Management
Georgia
$422K +$37.9K +267 +9%
FAT
2622
First American Trust
California
$421K -$565K -3,976 -54%
PCFFS
2623
Pacific Center for Financial Services
California
$421K +$7.39K +52 +2%
SC
2624
Schubert & Co
Texas
$421K +$23.4K +165 +5%
LF
2625
LifeSteps Financial
California
$420K +$284 +2 +0.1%

PG Hedge Fund Activity: Q3 2022 in Review

3,196 of the 5,806 institutional investors tracked by Wall St. Rank reported a position in Procter & Gamble (PG) for Q3 2022, worth a combined $192B — down 13% from $220B a quarter earlier.

Sellers outnumbered buyers: 131 funds closed out of PG and 117 opened new positions — a net loss of 14 holders — while 1,201 trimmed existing stakes and 1,484 added.

The largest buyer was Janus Henderson Group, adding an estimated $954M. The largest seller was GQG Partners, cutting an estimated $798M.

  • 3,196 institutional investors held Procter & Gamble (PG) as of Q3 2022, down from 3,255 in Q2 2022.
  • Funds reported $192B of Procter & Gamble stock for Q3 2022, down 13% quarter-over-quarter.
  • 117 funds opened new Procter & Gamble positions in Q3 2022 and 131 closed out, a net change of -14 holders.
  • The largest Procter & Gamble buyer in Q3 2022 was Janus Henderson Group, an estimated $954M added.
  • The largest Procter & Gamble seller in Q3 2022 was GQG Partners, an estimated $798M sold.

Based on aggregated 13F filings for Q3 2022.