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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
BWL
2826
Bogart Wealth LLC
Virginia
$367K -$9.7K -62 -3%
EC
2827
Enhancing Capital
Pennsylvania
$367K
TF
2828
TimeScale Financial
Massachusetts
$367K +$2.03K +13 +0.5%
AWP
2829
Ascent Wealth Partners
New York
$366K +$375K +2,397 New
MWPCG
2830
Measured Wealth Private Client Group
New Hampshire
$363K -$18.5K -118 -5%
EWP
2831
Engrave Wealth Partners
Texas
$363K -$1.25K -8 -0.3%
MWM
2832
Mascoma Wealth Management
New Hampshire
$362K +$95.6K +611 +35%
CWA
2833
Canvas Wealth Advisors
Kansas
$360K -$227K -1,453 -39%
FNBOH
2834
First National Bank of Hutchinson
Kansas
$360K -$46.2K -295 -11%
SDWMA
2835
Schneider Downs Wealth Management Advisors
Pennsylvania
$358K -$46.9K -300 -11%
SFP
2836
Sterling Financial Planning
New Jersey
$358K -$29.7K -190 -8%
PA
2837
Planning Alternatives
Michigan
$357K
FWM
2838
Fairhaven Wealth Management
Illinois
$357K +$4.38K +28 +1%
SWRP
2839
Summit Wealth & Retirement Planning
California
$357K +$172K +1,098 +89%
MC
2840
Montag & Caldwell
Georgia
$356K -$79.8K -510 -18%
HIM
2841
Hotaling Investment Management
Pennsylvania
$356K -$40.1K -256 -10%
BFS
2842
Beacon Financial Strategies
North Carolina
$356K -$62K -396 -15%
GCAC
2843
Guardian Capital Advisors (Canada)
Ontario, Canada
$355K
PFWA
2844
Paces Ferry Wealth Advisors
Georgia
$354K -$120K -766 -25%
BWM
2845
BCGM Wealth Management
Indiana
$354K +$16.4K +105 +5%
GM
2846
GeoWealth Management
Illinois
$352K -$138K -883 -28%
OCM
2847
Orser Capital Management
Texas
$352K
PFM
2848
Peak Financial Management
Massachusetts
$352K
COF
2849
Capital One Financial
Virginia
$351K -$388K -2,477 -52%
CA
2850
CSM Advisors
Pennsylvania
$351K

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.