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
PS
2601
Planned Solutions
California
$565K +$22.7K +162 +5%
LFM
2602
LGT Fund Management
Liechtenstein
$565K +$32K +228 +7%
CGFA
2603
Colton Groome Financial Advisors
North Carolina
$564K +$250K +1,780 +92%
SICM
2604
Sustainable Insight Capital Management
New York
$562K -$14K -100 -3%
ECAM
2605
East Coast Asset Management
Massachusetts
$562K -$140 -1 -0%
FCP
2606
Fidelis Capital Partners
Florida
$562K +$518K +3,695 New
HAS
2607
Holland Advisory Services
Florida
$562K +$140 +1 +0%
CG
2608
Clifford Group
Massachusetts
$560K +$518K +3,694 New
TBWA
2609
Three Bridge Wealth Advisors
California
$559K -$4.63K -33 -0.9%
PGWM
2610
Parisi Gray Wealth Management
New Jersey
$558K -$701 -5 -0.1%
LSC
2611
Lesa Sroufe & Co
Washington
$558K
SRSA
2612
S.R. Schill & Associates
Washington
$555K
AIFAIM
2613
American Institute for Advanced Investment Management
Arizona
$554K -$5.61K -40 -1%
PCM
2614
Perritt Capital Management
Illinois
$554K -$2.24K -16 -0.4%
CL
2615
COWA LLC
Oklahoma
$553K
IWA
2616
Intercontinental Wealth Advisors
Texas
$552K -$457K -3,260 -47%
BFPW
2617
BOK Financial Private Wealth
Colorado
$551K -$82.4K -588 -14%
W
2618
WealthOne
New York
$551K -$24K -171 -4%
EA
2619
Emerald Advisors
Washington
$551K -$28.5K -203 -5%
KC
2620
Kenfarb & Co
Kentucky
$548K
BFA
2621
BMS Financial Advisors
South Dakota
$547K +$23.6K +168 +5%
NCM
2622
NCM Capital Management
New Jersey
$547K
RRA
2623
Round Rock Advisors
Connecticut
$544K
MAM
2624
Montchanin Asset Management
Delaware
$544K
CAWM
2625
Capital Advisors Wealth Management
Washington
$544K +$46.8K +334 +10%

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.