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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
FWM
2901
FMB Wealth Management
California
$360K +$333K +2,378 New
WIA
2902
World Investment Advisors
California
$360K +$333K +2,374 New
AA
2903
Alesco Advisors
New York
$359K +$1.68K +12 +0.5%
FMI
2904
F/M Investments
District of Columbia
$359K +$332K +2,368 New
FMN
2905
Financial Management Network
California
$358K -$60.4K -431 -15%
MWP
2906
Madison Wealth Partners
Wisconsin
$357K +$11.2K +80 +4%
FA
2907
Fiducient Advisors
Illinois
$355K
WFMPM
2908
Woodley Farra Manion Portfolio Management
Indiana
$353K -$15.4K -110 -5%
WGAM
2909
Wilkinson Global Asset Management
New York
$353K -$62.4K -445 -16%
BFS
2910
Beacon Financial Strategies
North Carolina
$353K
NF
2911
Nikulski Financial
Iowa
$353K +$56.8K +405 +21%
LL
2912
LWMG LLC
Minnesota
$353K +$326K +2,327 New
PFM
2913
Peak Financial Management
Massachusetts
$352K -$701 -5 -0.2%
AIA
2914
Angeles Investment Advisors
California
$352K +$325K +2,321 New
ERIC
2915
Eagle Rock Investment Company
Georgia
$351K
CA
2916
CSM Advisors
Pennsylvania
$348K
NRA
2917
NSI Retail Advisors
Pennsylvania
$348K
KA
2918
Keene & Associates
Texas
$348K +$1.96K +14 +0.6%
FW
2919
FirstPurpose Wealth
Utah
$348K +$17.5K +125 +6%
BDF
2920
Black Diamond Financial
Maryland
$347K
MWM
2921
Mascoma Wealth Management
New Hampshire
$347K -$53.3K -380 -14%
MF
2922
Meridian Financial
Massachusetts
$346K
LGG
2923
Luts & Greenleigh Group
Maryland
$345K +$319K +2,276 New
TCOK
2924
Trust Company of Kansas
Kansas
$345K
UW
2925
Unique Wealth
Florida
$344K +$318K +2,267 New

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.