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Procter & Gamble
PG

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: 253 → 335 (+82)

22% more capital invested

Capital invested by funds: $192B → $234B (+$41.4B)

6% more funds holding

Funds holding: 3,196 → 3,399 (+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

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$695M
2
AllianceBernstein
AllianceBernstein
Tennessee
+$405M
3
Ameriprise
Ameriprise
Minnesota
+$387M
4
UBS Group
UBS Group
Switzerland
+$243M
5
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$241M

Top Sellers

Rank Fund Capital Flow
1
Janus Henderson Group
Janus Henderson Group
United Kingdom
-$901M
2
Wellington Management Group
Wellington Management Group
Massachusetts
-$495M
3
Deutsche Bank
Deutsche Bank
Germany
-$399M
4
BlackRock
BlackRock
New York
-$311M
5
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$279M
Name Holding Trade Value Shares
Change 		Change in
Stake
PD
2951
Planning Directions
Pennsylvania
$331K +$841 +6 +0.3%
SCM
2952
Shapiro Capital Management
Georgia
$331K – – –
AGC
2953
Aspen Grove Capital
Colorado
$330K +$305K +2,178 New
EIG
2954
Ellenbecker Investment Group
Wisconsin
$330K -$13.3K -95 -4%
RFP
2955
RCS Financial Planning
Maryland
$330K +$305K +2,176 New
KPWG
2956
KFA Private Wealth Group
Virginia
$330K +$701 +5 +0.2%
GCP
2957
GSA Capital Partners
United Kingdom
$328K -$168K -1,199 -36%
CWMU
2958
Caliber Wealth Management (Utah)
Utah
$328K +$303K +2,164 New
AWM
2959
Abound Wealth Management
Tennessee
$328K +$9.67K +69 +3%
SFA
2960
Source Financial Advisors
New York
$327K +$13.6K +97 +5%
GCAC
2961
Guardian Capital Advisors (Canada)
Ontario, Canada
$327K – – –
FNBOH
2962
First National Bank of Hutchinson
Kansas
$327K – – –
NC
2963
NBW Capital
Massachusetts
$327K +$36.6K +261 +14%
PG
2964
Prostatis Group
Maryland
$325K +$12.2K +87 +4%
MWA
2965
Motive Wealth Advisors
Michigan
$325K -$18.1K -129 -6%
MA
2966
Momentum Advisors
New York
$324K +$701 +5 +0.2%
KBG
2967
Kahn Brothers Group
New York
$323K – – –
LI
2968
Latash Investments
Alaska
$323K – – –
SLG
2969
Stanley-Laman Group
Pennsylvania
$323K – – –
OCM
2970
Orser Capital Management
Texas
$322K – – –
TC
2971
Trilogy Capital
California
$321K +$297K +2,121 New
PA
2972
Planning Alternatives
Michigan
$321K – – –
WCFA
2973
Walkner Condon Financial Advisors
Wisconsin
$321K -$3.08K -22 -1%
RWG
2974
Regal Wealth Group
California
$320K – – –
FBC
2975
Fairfield, Bush & Co
Connecticut
$319K -$70.1K -500 -19%
117 118
119
120 121

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.