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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
RA
3051
Rockingstone Advisors
Massachusetts
$281K +$260K +1,853 New
VAG
3052
VisionPoint Advisory Group
Texas
$281K -$64.1K -457 -19%
SCM
3053
Spreng Capital Management
Ohio
$280K
PCM
3054
Prelude Capital Management
New York
$280K +$259K +1,846 New
TP
3055
Tranquility Partners
Tennessee
$279K +$35K +250 +16%
WCA
3056
Waratah Capital Advisors
Ontario, Canada
$279K +$258K +1,839 New
BWA
3057
Beam Wealth Advisors
Louisiana
$277K +$24.5K +175 +11%
WWA
3058
WC Walker & Associates
California
$277K +$62.8K +448 +29%
SC
3059
Seldon Capital
California
$277K
SCA
3060
Sippican Capital Advisors
Massachusetts
$277K
CC
3061
Capital Counsel
New York
$277K +$15K +107 +6%
MCA
3062
Maryland Capital Advisors
Maryland
$277K +$3.5K +25 +1%
CWM
3063
Collaborative Wealth Management
Florida
$276K -$3.79K -27 -1%
SWA
3064
Sightline Wealth Advisors
Connecticut
$276K +$255K +1,820 New
CGIM
3065
Capital Group Investment Management
Singapore
$275K +$254K +1,812 New
EFL
3066
ERn Financial LLC
Wisconsin
$275K -$1.54K -11 -0.6%
CWA
3067
Centennial Wealth Advisory
Michigan
$274K +$254K +1,810 New
AWA
3068
Alaska Wealth Advisors
Alaska
$274K +$254K +1,809 New
UIA
3069
Ulland Investment Advisors
Minnesota
$274K
WIM
3070
Westside Investment Management
California
$273K -$140K -1,000 -18%
BAMCO Inc
3071
BAMCO Inc
New York
$272K
HF
3072
Halpern Financial
Virginia
$272K
CFG
3073
Compton Financial Group
Maryland
$272K
T
3074
TRUADVICE
Florida
$271K +$253K +1,804 New
MS
3075
Mizuho Securities
Japan
$271K +$23K +164 +10%

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.