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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
WW
3076
Westshore Wealth
California
$271K +$280 +2 +0.1%
WA
3077
WP Advisors
California
$271K +$1.54K +11 +0.6%
PCMF
3078
Private Capital Management (Florida)
Florida
$270K -$286K -2,041 -53%
MCA
3079
Magnolia Capital Advisors
Mississippi
$270K +$1.96K +14 +0.8%
RIM
3080
Redwood Investment Management
Arizona
$270K +$250K +1,783 New
ES
3081
ETF Store
Kansas
$270K +$24.1K +172 +10%
JFG
3082
Jefferies Financial Group
New York
$270K +$250K +1,781 New
HP
3083
Hyperion Partners
Pennsylvania
$270K +$250K +1,780 New
LRIA
3084
Leonard Rickey Investment Advisors
Washington
$270K +$249K +1,778 New
PG
3085
Pendal Group
Australia
$269K +$249K +1,777 New
JAFL
3086
Jay A. Fishman Ltd
Michigan
$269K
GC
3087
Gibson Capital
Pennsylvania
$268K
FNA
3088
First National Advisers
Nebraska
$267K +$32.9K +235 +15%
PWM
3089
PRW Wealth Management
Massachusetts
$266K
OMC
3090
Overbrook Management Corp
New York
$266K
RCA
3091
Reitz Capital Advisors
Michigan
$266K
SHJ
3092
Sharkey, Howes & Javer
Colorado
$266K
WF
3093
Whelan Financial
California
$265K +$7.99K +57 +3%
CCA
3094
Cadent Capital Advisors
Oklahoma
$265K +$245K +1,749 New
OCM
3095
Orion Capital Management
California
$264K -$40.2K -287 -14%
AFA
3096
American Financial Advisors
Georgia
$264K +$981 +7 +0.4%
RIM
3097
RW Investment Management
Idaho
$264K +$244K +1,740 New
IWP
3098
Innova Wealth Partners
Pennsylvania
$264K
PWM
3099
Prosperity Wealth Management
California
$263K +$244K +1,737 New
BEW
3100
Burton Enright Welch
California
$263K +$243K +1,736 New

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.