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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
SIAG
2851
Safeguard Investment Advisory Group
California
$391K +$7.29K +52 +2%
IIA
2852
IPG Investment Advisors
California
$391K -$43K -307 -11%
AWM
2853
Accel Wealth Management
Iowa
$390K -$3.36K -24 -0.9%
ACM
2854
Alpha Capital Management
Texas
$390K
MAM
2855
Marotta Asset Management
Virginia
$390K +$6.87K +49 +2%
PFT
2856
Providence First Trust
Arizona
$389K -$14K -100 -4%
ZIG
2857
Zuckerman Investment Group
Illinois
$388K -$8.69K -62 -2%
ML
2858
McAdam LLC
Pennsylvania
$388K +$23.6K +168 +8%
MA
2859
Mezzasalma Advisors
New Jersey
$388K -$5.61K -40 -2%
IPW
2860
Invictus Private Wealth
Colorado
$387K +$358K +2,552 New
3F
2861
360 Financial
Minnesota
$386K
RWA
2862
Redmont Wealth Advisors
Illinois
$386K
APS
2863
American Planning Services
Florida
$386K +$356K +2,543 +127,150%
MS
2864
Madden Securities
Texas
$386K -$4.91K -35 -1%
AWM
2865
Aprio Wealth Management
Georgia
$385K +$24.4K +174 +7%
SCP
2866
Shorepoint Capital Partners
Massachusetts
$385K +$356K +2,541 New
OFG
2867
OmniStar Financial Group
North Carolina
$383K +$49.3K +352 +16%
WFA
2868
WMG Financial Advisors
Tennessee
$383K -$561 -4 -0.2%
AFP
2869
Alpha Financial Partners
Kentucky
$382K +$354K +2,523 New
TWA
2870
Tandem Wealth Advisors
Arizona
$382K +$353K +2,518 New
SWM
2871
Seed Wealth Management
Illinois
$381K +$353K +2,516 New
SCM
2872
Silvant Capital Management
Georgia
$381K
GSIS
2873
Global Strategic Investment Solutions
Arizona
$381K +$9.39K +67 +3%
CHP
2874
Cable Hill Partners
Oregon
$380K -$168K -1,195 -32%
HIM
2875
Hotaling Investment Management
Pennsylvania
$380K -$4.63K -33 -1%

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.