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Procter & Gamble

3,290 hedge funds and large institutions have $235B invested in Procter & Gamble in 2022 Q1 according to their latest regulatory filings, with 172 funds opening new positions, 1,453 increasing their positions, 1,275 reducing their positions, and 131 closing their positions.

New
Increased
Maintained
Reduced
Closed

31% more first-time investments, than exits

New positions opened: 172 | Existing positions closed: 131

20% more call options, than puts

Call options by funds: $2.29B | Put options by funds: $1.92B

14% more repeat investments, than reductions

Existing positions increased: 1,453 | Existing positions reduced: 1,275

0.55% more ownership

Funds ownership: 64%64.56% (+0.55%)

0% more funds holding

Funds holding: 3,2903,290 (0)

7% less capital invested

Capital invested by funds: $252B → $235B (-$16.9B)

11% less funds holding in top 10

Funds holding in top 10: 284252 (-32)

Holders
3,290
Holders Change
Holders Change %
0%
% of All Funds
51.88%
Holding in Top 10
252
Holding in Top 10 Change
-32
Holding in Top 10 Change %
-11.27%
% of All Funds
3.97%
New
172
Increased
1,453
Reduced
1,275
Closed
131
Calls
$2.29B
Puts
$1.92B
Net Calls
+$375M
Net Calls Change
-$46.7M
Name Holding Trade Value Shares
Change
Change in
Stake
WWM
3076
WT Wealth Management
Arizona
$231K
AIM
3077
AHL Investment Management
Florida
$230K
WF
3078
Whelan Financial
California
$230K +$235K +1,504 New
MWM
3079
MinichMacGregor Wealth Management
New York
$229K -$23.2K -148 -9%
IG
3080
Ithaka Group
Virginia
$229K
SWM
3081
Sculati Wealth Management
Michigan
$229K
SCP
3082
Seizert Capital Partners
Michigan
$229K
VCS
3083
Vaughan & Co Securities
New Jersey
$229K +$31.3K +200 +15%
UFA
3084
US Financial Advisors
Massachusetts
$228K -$4.38K -28 -2%
GPA
3085
Guerra Pan Advisors
New Jersey
$228K
DFG
3086
Demars Financial Group
Washington
$227K -$3.6K -23 -2%
LWA
3087
Lenox Wealth Advisors
New York
$227K -$2.35K -15 -1%
TNAM
3088
Terra Nova Asset Management
New York
$227K +$156 +1 +0.1%
AWS
3089
AJ Wealth Strategies
New York
$226K
MWM
3090
MBE Wealth Management
Wisconsin
$226K +$12.4K +79 +6%
TIM
3091
Tortoise Investment Management
New York
$226K +$26K +166 +13%
KW
3092
KWB Wealth
California
$225K
MS
3093
Mizuho Securities
Japan
$224K -$2.97K -19 -1%
MWA
3094
Miller Wealth Advisors
Colorado
$224K
AWM
3095
AllSquare Wealth Management
New York
$224K +$313 +2 +0.1%
SPA
3096
Sentinel Pension Advisors
Massachusetts
$223K -$27.2K -174 -11%
SFG
3097
Steward Financial Group
Texas
$223K +$48.8K +312 +27%
SSC
3098
Syverson Strege & Co
Iowa
$222K
TF
3099
Theory Financial
Colorado
$222K
AG
3100
AIA Group
Hong Kong
$222K +$72.9K +466 +47%

PG Hedge Fund Activity: Q1 2022 in Review

3,290 of the 6,341 institutional investors tracked by Wall St. Rank reported a position in Procter & Gamble (PG) for Q1 2022, worth a combined $235B — down 6.7% from $252B a quarter earlier.

Buyers outnumbered sellers: 172 funds opened new PG positions and 131 closed out — a net gain of 41 holders — while 1,453 added to existing stakes and 1,275 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $1.01B. The largest seller was Morgan Stanley, cutting an estimated $781M.

  • 3,290 institutional investors held Procter & Gamble (PG) as of Q1 2022, unchanged from Q4 2021.
  • Funds reported $235B of Procter & Gamble stock for Q1 2022, down 6.7% quarter-over-quarter.
  • 172 funds opened new Procter & Gamble positions in Q1 2022 and 131 closed out, a net change of +41 holders.
  • The largest Procter & Gamble buyer in Q1 2022 was T. Rowe Price Associates, an estimated $1.01B added.
  • The largest Procter & Gamble seller in Q1 2022 was Morgan Stanley, an estimated $781M sold.

Based on aggregated 13F filings for Q1 2022.