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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
CWM
3001
Core Wealth Management
Florida
$304K +$281K +2,007 New
PFWA
3002
Paces Ferry Wealth Advisors
Georgia
$304K -$55K -392 -16%
EFG
3003
Erickson Financial Group
Pennsylvania
$303K
HC
3004
Hourglass Capital
Texas
$303K
RFA
3005
RTD Financial Advisors
Pennsylvania
$303K
FWSM
3006
First Wilshire Securities Management
California
$303K
VRM
3007
Vectors Research Management
New York
$303K +$2.24K +16 +0.8%
UAML
3008
US Asset Management LLC
Pennsylvania
$303K +$280K +2,000 New
BIA
3009
Bell Investment Advisors
California
$303K -$21K -150 -7%
RFG
3010
Range Financial Group
Oregon
$300K -$131K -933 -32%
DSA
3011
Droms Strauss Advisors
Missouri
$300K -$1.12K -8 -0.4%
IA
3012
IFG Advisors
Missouri
$300K
PW
3013
Peninsula Wealth
California
$299K +$31.8K +227 +13%
RWI
3014
Red Wave Investments
Pennsylvania
$299K -$14K -100 -5%
SNBOSCI
3015
Security National Bank of Sioux City Iowa
Iowa
$299K
PPWM
3016
PFG Private Wealth Management
Florida
$299K +$1.82K +13 +0.7%
VAFP
3017
Vahanian & Associates Financial Planning
New York
$298K +$276K +1,968 New
ESCM
3018
Echo Street Capital Management
New York
$298K +$275K +1,963 New
CFP
3019
Cypress Financial Planning
New Jersey
$297K +$1.26K +9 +0.5%
EA
3020
Eclectic Associates
California
$295K +$273K +1,948 New
CCG
3021
Coastwise Capital Group
California
$295K +$273K +1,949 New
HP
3022
HT Partners
Connecticut
$295K
TWA
3023
Trellis Wealth Advisors
California
$295K +$273K +1,948 New
WAOI
3024
Wealth Advisors of Iowa
Iowa
$295K +$13.9K +99 +5%
CAAM
3025
Cornerstone Advisors Asset Management
Pennsylvania
$294K +$26.4K +188 +11%

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.