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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
KBFS
2876
Kohmann Bosshard Financial Services
Ohio
$333K +$8.13K +52 +2%
AA
2877
Alesco Advisors
New York
$333K +$38.8K +248 +13%
PD
2878
Planning Directions
Pennsylvania
$331K -$40.4K -258 -11%
MFG
2879
Monte Financial Group
Connecticut
$331K
KPWG
2880
KFA Private Wealth Group
Virginia
$331K +$35.7K +228 +12%
CWA
2881
Capital Wealth Alliance
Arizona
$330K -$1.41K -9 -0.4%
ERIC
2882
Eagle Rock Investment Company
Georgia
$329K -$40.7K -260 -11%
CCM
2883
Campbell Capital Management
Florida
$328K -$313K -2,000 -48%
FIBT
2884
First International Bank & Trust
North Dakota
$328K -$2.35K -15 -0.7%
OPOWM
2885
One Plus One Wealth Management
Florida
$327K
BWM
2886
BNC Wealth Management
Oregon
$327K +$99.3K +635 +42%
BAAM
2887
Baker Avenue Asset Management
California
$326K -$765K -4,887 -70%
GCA
2888
Gradient Capital Advisors
California
$326K
LI
2889
Latash Investments
Alaska
$326K
CHA
2890
Cooper/Haims Advisors
New York
$325K -$12K -77 -3%
CAM
2891
Concorde Asset Management
Michigan
$324K +$16.7K +107 +5%
FI
2892
Financial Insights
Washington
$323K +$1.41K +9 +0.4%
AWS
2893
Arkfeld Wealth Strategies
Nebraska
$323K +$10.6K +68 +3%
AP
2894
Adero Partners
California
$323K +$14.7K +94 +5%
RWI
2895
Red Wave Investments
Pennsylvania
$323K +$56.3K +360 +21%
NWM
2896
Nauset Wealth Management
Connecticut
$320K -$5.32K -34 -2%
CSIA
2897
Charles Schwab Investment Advisory
California
$320K +$110K +703 +51%
CJL
2898
Cyrus J. Lawrence
New York
$320K +$328K +2,095 New
MFS
2899
McNamara Financial Services
Massachusetts
$319K -$3.29K -21 -1%
FCMT
2900
Founders Capital Management (Texas)
Texas
$319K

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.