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Procter & Gamble

3,196 hedge funds and large institutions have $192B invested in Procter & Gamble in 2022 Q3 according to their latest regulatory filings, with 117 funds opening new positions, 1,484 increasing their positions, 1,201 reducing their positions, and 131 closing their positions.

New
Increased
Maintained
Reduced
Closed

35% more call options, than puts

Call options by funds: $2.14B | Put options by funds: $1.58B

24% more repeat investments, than reductions

Existing positions increased: 1,484 | Existing positions reduced: 1,201

0.33% less ownership

Funds ownership: 64.02%63.7% (-0.33%)

2% less funds holding

Funds holding: 3,2553,196 (-59)

11% less first-time investments, than exits

New positions opened: 117 | Existing positions closed: 131

13% less capital invested

Capital invested by funds: $220B → $192B (-$27.8B)

21% less funds holding in top 10

Funds holding in top 10: 322253 (-69)

Holders
3,196
Holders Change
-59
Holders Change %
-1.81%
% of All Funds
55.05%
Holding in Top 10
253
Holding in Top 10 Change
-69
Holding in Top 10 Change %
-21.43%
% of All Funds
4.36%
New
117
Increased
1,484
Reduced
1,201
Closed
131
Calls
$2.14B
Puts
$1.58B
Net Calls
+$561M
Net Calls Change
+$109M
Name Holding Trade Value Shares
Change
Change in
Stake
CWM
2951
Collaborative Wealth Management
Florida
$234K
WAOI
2952
Wealth Advisors of Iowa
Iowa
$233K -$460K -3,238 -64%
VLC
2953
Van Leeuwen & Company
New Jersey
$233K -$64.2K -452 -20%
Fiera Capital (Canada)
2954
Fiera Capital (Canada)
Quebec, Canada
$233K
SCM
2955
Spreng Capital Management
Ohio
$233K
CSIA
2956
Charles Schwab Investment Advisory
California
$233K +$1.28K +9 +0.5%
B
2957
Bensler
Washington
$232K +$994 +7 +0.4%
SC
2958
Seldon Capital
California
$231K
SCA
2959
Sippican Capital Advisors
Massachusetts
$231K
EW
2960
Element Wealth
Mississippi
$230K +$426 +3 +0.2%
EFL
2961
ERn Financial LLC
Wisconsin
$230K +$24.1K +170 +10%
WCA
2962
Westover Capital Advisors
Delaware
$229K -$79K -556 -23%
GAA
2963
Global Assets Advisory
Florida
$229K -$4.4K -31 -2%
UIA
2964
Ulland Investment Advisors
Minnesota
$228K
NEPPG
2965
New England Professional Planning Group
Rhode Island
$227K -$3.41K -24 -1%
BAMCO Inc
2966
BAMCO Inc
New York
$227K
MCA
2967
Maryland Capital Advisors
Maryland
$227K
HF
2968
Halpern Financial
Virginia
$226K
CFG
2969
Compton Financial Group
Maryland
$226K +$142 +1 +0.1%
SI
2970
Saxon Interests
Texas
$226K +$2.42K +17 +1%
KCFA
2971
Key Client Fiduciary Advisors
New Jersey
$226K +$18.8K +132 +8%
HCM
2972
Hilton Capital Management
New York
$225K -$2.7K -19 -1%
KBFS
2973
Kohmann Bosshard Financial Services
Ohio
$225K
PA
2974
Prism Advisors
California
$225K
WW
2975
Westshore Wealth
California
$225K +$5.4K +38 +2%

PG Hedge Fund Activity: Q3 2022 in Review

3,196 of the 5,806 institutional investors tracked by Wall St. Rank reported a position in Procter & Gamble (PG) for Q3 2022, worth a combined $192B — down 13% from $220B a quarter earlier.

Sellers outnumbered buyers: 131 funds closed out of PG and 117 opened new positions — a net loss of 14 holders — while 1,201 trimmed existing stakes and 1,484 added.

The largest buyer was Janus Henderson Group, adding an estimated $954M. The largest seller was GQG Partners, cutting an estimated $798M.

  • 3,196 institutional investors held Procter & Gamble (PG) as of Q3 2022, down from 3,255 in Q2 2022.
  • Funds reported $192B of Procter & Gamble stock for Q3 2022, down 13% quarter-over-quarter.
  • 117 funds opened new Procter & Gamble positions in Q3 2022 and 131 closed out, a net change of -14 holders.
  • The largest Procter & Gamble buyer in Q3 2022 was Janus Henderson Group, an estimated $954M added.
  • The largest Procter & Gamble seller in Q3 2022 was GQG Partners, an estimated $798M sold.

Based on aggregated 13F filings for Q3 2022.