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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
FCM
2676
Fourpath Capital Management
Oklahoma
$511K -$5.75K -41 -1%
JC
2677
Jentner Corp
Ohio
$511K +$1.26K +9 +0.3%
SAM
2678
Synergy Asset Management
Washington
$511K -$9.95K -71 -2%
MCM
2679
Mendel Capital Management
Arkansas
$511K -$6.59K -47 -1%
PFA
2680
Pettinga Financial Advisors
Indiana
$510K
MC
2681
Montag & Caldwell
Georgia
$510K -$210K -1,496 -31%
PFA
2682
Plotkin Financial Advisors
Maryland
$510K
PWMG
2683
Provence Wealth Management Group
California
$510K +$471K +3,362 New
JCIA
2684
Jackson Creek Investment Advisors
Colorado
$509K -$2.8K -20 -0.6%
UWM
2685
USAdvisors Wealth Management
Minnesota
$509K +$23.7K +169 +5%
KCFA
2686
Key Client Fiduciary Advisors
New Jersey
$509K +$219K +1,565 +87%
PCA
2687
Prosperity Capital Advisors
Ohio
$508K +$470K +3,355 New
SWA
2688
Sax Wealth Advisors
New Jersey
$508K -$136K -967 -22%
NF
2689
Nvest Financial
New Hampshire
$508K +$66.4K +474 +16%
SPWM
2690
Spartan Planning & Wealth Management
North Carolina
$506K +$370K +2,638 +376%
QCIG
2691
Quad-Cities Investment Group
Iowa
$505K -$30.4K -217 -6%
FPGK
2692
Financial Partners Group (Kansas)
Kansas
$505K -$57.5K -410 -10%
FC
2693
Fulcrum Capital
Washington
$504K -$14.6K -104 -3%
TF
2694
TimeScale Financial
Massachusetts
$504K +$140 +1 +0%
TA
2695
Trellis Advisors
Washington
$504K -$10.4K -74 -2%
LSWM
2696
Lorne Steinberg Wealth Management
Canada
$504K -$10.1K -72 -2%
PFA
2697
Professional Financial Advisors
Nebraska
$504K +$981 +7 +0.2%
SL
2698
Savior LLC
Massachusetts
$503K -$116K -825 -20%
SL
2699
Sonnipe Ltd
Isle Of Man
$502K +$464K +3,312 New
OLVIG
2700
Oliver Lagore Vanvalin Investment Group
Michigan
$502K -$177K -1,264 -28%

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.