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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
AAP
2651
Arax Advisory Partners
Colorado
$526K -$313K -2,236 -39%
MFT
2652
Moisand Fitzgerald Tamayo
Florida
$526K +$29.2K +208 +6%
PFA
2653
Pathway Financial Advisors
Vermont
$525K -$53.1K -379 -10%
BEAM
2654
Baker Ellis Asset Management
Washington
$525K -$20.5K -146 -4%
ES
2655
Eagle Strategies
New York
$525K -$7.01K -50 -1%
C
2656
Certuity
Florida
$523K -$55.9K -399 -10%
OIM
2657
Orca Investment Management
Oregon
$522K +$6.45K +46 +1%
AF
2658
Apexium Financial
Texas
$522K -$55.7K -397 -10%
AWM
2659
Avondale Wealth Management
Texas
$522K +$175K +1,250 +57%
CPSC
2660
Carl P. Sherr & Co
Massachusetts
$521K -$32.5K -232 -6%
DSN
2661
D. Scott Neal
Kentucky
$520K -$81.6K -582 -14%
BCIM
2662
Bishop & Co Investment Management
Pennsylvania
$520K
FDS
2663
First Dallas Securities
Texas
$520K +$981 +7 +0.2%
EA
2664
Ellsworth Advisors
Ohio
$519K +$497K +3,548 New
HWM
2665
HighMark Wealth Management
Minnesota
$519K +$2.1K +15 +0.4%
FAM
2666
Flaharty Asset Management
Florida
$517K -$421 -3 -0.1%
VIM
2667
Vista Investment Management
Pennsylvania
$517K +$1.54K +11 +0.3%
OFW
2668
Omnia Family Wealth
Florida
$517K -$981 -7 -0.2%
MAWA
2669
Moss Adams Wealth Advisors
Washington
$517K +$478K +3,411 New
MLFP
2670
MPS Loria Financial Planners
Illinois
$515K -$11.6K -83 -2%
SA
2671
Syntax Advisors
New York
$514K -$71.2K -508 -13%
VCG
2672
Vantage Consulting Group
Virginia
$514K -$71.2K -508 -13%
RIG
2673
Renaissance Investment Group
Massachusetts
$514K
EAM
2674
Empirical Asset Management
Massachusetts
$513K +$1.95M +13,884 +423%
KA
2675
Kooman & Associates
Pennsylvania
$513K +$474K +3,383 New

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.