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Procter & Gamble

3,290 hedge funds and large institutions have $235B invested in Procter & Gamble in 2022 Q1 according to their latest regulatory filings, with 172 funds opening new positions, 1,453 increasing their positions, 1,275 reducing their positions, and 131 closing their positions.

New
Increased
Maintained
Reduced
Closed

31% more first-time investments, than exits

New positions opened: 172 | Existing positions closed: 131

20% more call options, than puts

Call options by funds: $2.29B | Put options by funds: $1.92B

14% more repeat investments, than reductions

Existing positions increased: 1,453 | Existing positions reduced: 1,275

0.55% more ownership

Funds ownership: 64%64.56% (+0.55%)

0% more funds holding

Funds holding: 3,2903,290 (0)

7% less capital invested

Capital invested by funds: $252B → $235B (-$16.9B)

11% less funds holding in top 10

Funds holding in top 10: 284252 (-32)

Holders
3,290
Holders Change
Holders Change %
0%
% of All Funds
51.88%
Holding in Top 10
252
Holding in Top 10 Change
-32
Holding in Top 10 Change %
-11.27%
% of All Funds
3.97%
New
172
Increased
1,453
Reduced
1,275
Closed
131
Calls
$2.29B
Puts
$1.92B
Net Calls
+$375M
Net Calls Change
-$46.7M
Name Holding Trade Value Shares
Change
Change in
Stake
JSA
2801
Jacobson & Schmitt Advisors
Wisconsin
$379K +$174K +1,115 +82%
MAM
2802
Marotta Asset Management
Virginia
$379K +$10.6K +68 +3%
SAS
2803
Sanford Advisory Services
Michigan
$378K +$469 +3 +0.1%
RIG
2804
Renaissance Investment Group
Massachusetts
$377K -$22.5K -144 -6%
SIAG
2805
Safeguard Investment Advisory Group
California
$377K +$90.3K +577 +31%
VFP
2806
Verus Financial Partners
Virginia
$375K -$84.6K -541 -19%
NC
2807
NinePointTwo Capital
California
$375K
KWS
2808
Keystone Wealth Services
California
$375K +$782 +5 +0.2%
TIA
2809
Traphagen Investment Advisors
New Jersey
$374K +$23.3K +149 +6%
FA
2810
Fiducient Advisors
Illinois
$374K +$3.75K +24 +1%
PRWA
2811
Platte River Wealth Advisors
Colorado
$371K
MAM
2812
McLean Asset Management
Virginia
$371K +$24.1K +154 +7%
KWM
2813
Kaydan Wealth Management
Michigan
$370K +$21.4K +137 +6%
SIM
2814
Sterling Investment Management
Arizona
$370K
WCWM
2815
Wooster Corthell Wealth Management
Connecticut
$370K
TIM
2816
Total Investment Management
Arizona
$370K +$939 +6 +0.2%
A
2817
AustralianSuper
Australia
$370K +$87.7M +560,351 +30%
CWM
2818
Curi Wealth Management
North Carolina
$369K +$39.6K +253 +12%
OBWP
2819
O'Brien Wealth Partners
Massachusetts
$369K +$44.6K +285 +14%
TCMP
2820
Thrive Capital Management (Pennsylvania)
Pennsylvania
$368K -$463K -2,959 -55%
TIAM2
2821
Tru Independence Asset Management 2
Oregon
$368K -$16.9K -108 -4%
GF
2822
Gries Financial
Ohio
$368K -$2.97K -19 -0.8%
EI
2823
Ellevest Inc
New York
$368K +$939 +6 +0.2%
MCA
2824
Magnolia Capital Advisors
Mississippi
$367K -$49K -313 -12%
LD
2825
Lipe & Dalton
New York
$367K -$25K -160 -6%

PG Hedge Fund Activity: Q1 2022 in Review

3,290 of the 6,341 institutional investors tracked by Wall St. Rank reported a position in Procter & Gamble (PG) for Q1 2022, worth a combined $235B — down 6.7% from $252B a quarter earlier.

Buyers outnumbered sellers: 172 funds opened new PG positions and 131 closed out — a net gain of 41 holders — while 1,453 added to existing stakes and 1,275 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $1.01B. The largest seller was Morgan Stanley, cutting an estimated $781M.

  • 3,290 institutional investors held Procter & Gamble (PG) as of Q1 2022, unchanged from Q4 2021.
  • Funds reported $235B of Procter & Gamble stock for Q1 2022, down 6.7% quarter-over-quarter.
  • 172 funds opened new Procter & Gamble positions in Q1 2022 and 131 closed out, a net change of +41 holders.
  • The largest Procter & Gamble buyer in Q1 2022 was T. Rowe Price Associates, an estimated $1.01B added.
  • The largest Procter & Gamble seller in Q1 2022 was Morgan Stanley, an estimated $781M sold.

Based on aggregated 13F filings for Q1 2022.