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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
KFP
2726
KB Financial Partners
New Jersey
$477K -$71.6K -511 -14%
TA
2727
Tiedemann Advisors
New York
$476K +$23.3K +166 +6%
BWM
2728
BNC Wealth Management
Oregon
$475K +$421 +3 +0.1%
MAG
2729
Mayfair Advisory Group
Alabama
$475K +$4.35K +31 +1%
MHR
2730
Matthew Hamilton Rosenberg
$474K -$9.53K -68 -2%
HBWM
2731
Hollow Brook Wealth Management
New York
$473K +$11.5K +82 +3%
ADBIC
2732
A.D. Beadell Investment Counsel
Wisconsin
$473K
RIM
2733
Rockbridge Investment Management
New York
$472K -$210K -1,496 -32%
REMPR
2734
Roof Eidam Maycock Peralta (REMP)
California
$472K
PCMI
2735
Paradigm Capital Management Inc
New York
$470K
RTL
2736
Red Tortoise LLC
Georgia
$468K +$433K +3,089 New
FWM
2737
Focused Wealth Management
New York
$468K +$2.24K +16 +0.5%
TWP
2738
Tempus Wealth Planning
California
$467K +$51.9K +370 +14%
CFG
2739
Carr Financial Group
Massachusetts
$467K +$432K +3,080 New
BAMG
2740
Brand Asset Management Group
Missouri
$465K -$124K -881 -22%
AWS
2741
Arkfeld Wealth Strategies
Nebraska
$465K +$73.5K +524 +21%
HWP
2742
Highline Wealth Partners
California
$465K +$20.5K +146 +5%
HFM
2743
Hartford Funds Management
Pennsylvania
$464K +$138K +986 +47%
HBCM
2744
Heron Bay Capital Management
Michigan
$464K
EWP
2745
Engrave Wealth Partners
Texas
$464K +$35.2K +251 +9%
KWM
2746
KFG Wealth Management
Indiana
$463K +$428K +3,054 New
MCM
2747
McRae Capital Management
New Jersey
$462K +$14K +100 +3%
LA
2748
Latitude Advisors
Florida
$461K -$31.4K -224 -7%
WSWA
2749
Warren Street Wealth Advisors
California
$460K +$106K +754 +33%
KWM
2750
Kolinsky Wealth Management
New Jersey
$460K +$16.1K +115 +4%

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.