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
BBWP
2701
Beacon Bridge Wealth Partners
Pennsylvania
$501K +$463K +3,306 New
DWP
2702
Destiny Wealth Partners
Florida
$501K -$19.1K -136 -4%
LI
2703
LVZ Inc
Michigan
$498K -$37.3K -266 -7%
ECM
2704
Elgethun Capital Management
South Dakota
$498K +$2.24K +16 +0.5%
MAM
2705
Meeder Asset Management
Ohio
$498K -$4.56M -32,508 -91%
MPW
2706
Monterey Private Wealth
California
$498K +$38.4K +274 +9%
IWA
2707
IVC Wealth Advisors
Pennsylvania
$495K +$3.22K +23 +0.7%
VPP
2708
Vertex Planning Partners
Illinois
$495K +$458K +3,265 New
SHWM
2709
Smith & Howard Wealth Management
Georgia
$494K -$11.2K -80 -2%
FAFN
2710
First Affirmative Financial Network
Colorado
$493K +$60.3K +430 +15%
PCI
2711
Planning Center Inc
Illinois
$493K -$14.7K -105 -3%
RCG
2712
Rock Creek Group
District of Columbia
$490K +$14.7K +105 +3%
BCG
2713
Breakwater Capital Group
New Jersey
$490K +$453K +3,233 New
WWG
2714
West Wealth Group
California
$490K +$2.66K +19 +0.6%
SC
2715
Schubert & Co
Texas
$489K -$14.9K -106 -3%
FNWM
2716
Financial Network Wealth Management
Utah
$489K
CFA
2717
Capstone Financial Advisors
Illinois
$488K +$2.66K +19 +0.6%
BCM
2718
Basso Capital Management
Connecticut
$485K +$449K +3,200 New
FAM
2719
Fenimore Asset Management
New York
$483K
BSSFA
2720
Baron Silver Stevens Financial Advisors
Florida
$481K +$445K +3,172 New
HWM
2721
Hemington Wealth Management
Virginia
$480K +$28.2K +201 +7%
GWAM
2722
Guardian Wealth Advisors (Minnesota)
Minnesota
$480K +$7.99K +57 +2%
MSCM
2723
McElhenny Sheffield Capital Management
Texas
$479K
RI
2724
Redwood Investments
Massachusetts
$477K +$175K +1,249 +66%
CCB
2725
Cutter & Co Brokerage
Missouri
$477K -$7.15K -51 -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.