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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
OAM
2926
Occidental Asset Management
California
$342K +$317K +2,258 New
MAA
2927
Matrix Asset Advisors
New York
$342K
CFO
2928
Collective Family Office
Pennsylvania
$342K +$2.1K +15 +0.7%
MC
2929
Miramar Capital
Illinois
$342K -$14K -100 -4%
AC
2930
Avenir Corporation
Virginia
$341K +$4.07K +29 +1%
SPA
2931
Shore Point Advisors
New Jersey
$340K +$140 +1 +0%
PWA
2932
Primoris Wealth Advisors
Florida
$340K
VFP
2933
Verus Financial Partners
Virginia
$338K -$21.3K -152 -6%
BWM
2934
BCGM Wealth Management
Indiana
$337K +$981 +7 +0.3%
LD
2935
Lipe & Dalton
New York
$336K -$26.6K -190 -8%
AA
2936
AlphaQ Advisors
Florida
$336K +$311K +2,216 New
PWS
2937
Precision Wealth Strategies
Missouri
$335K
TAIM
2938
TD Ameritrade Investment Management
Nebraska
$335K -$69.5K -496 -18%
WW
2939
Waterfront Wealth
Kansas
$335K -$140 -1 -0%
HFA
2940
High Falls Advisors
New York
$334K -$270K -1,925 -47%
OPOWM
2941
One Plus One Wealth Management
Florida
$334K -$7.01K -50 -2%
Edgewood Management
2942
Edgewood Management
Connecticut
$333K
WFC
2943
Western Financial Corp
California
$333K
NIM
2944
Nexus Investment Management
Ontario, Canada
$333K +$308K +2,200 New
PCM
2945
Passive Capital Management
Maryland
$333K
KWM
2946
Kaydan Wealth Management
Michigan
$333K -$19.2K -137 -6%
RF
2947
Rollins Financial
Georgia
$333K +$7.01K +50 +2%
WF
2948
Warner Financial
Maryland
$332K
LF
2949
Lee Financial
Texas
$332K
CA
2950
Crumly & Associates
Illinois
$331K +$306K +2,184 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.