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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
RMSCM
3101
R.M. Sincerbeaux Capital Management
New York
$263K – – –
GSWM
3102
Greenup Street Wealth Management
Michigan
$263K +$6.31K +45 +3%
WFPG
3103
Waller Financial Planning Group
Ohio
$262K – – –
CCMW
3104
Cypress Capital Management (Wyoming)
Wyoming
$261K – – –
NEPPG
3105
New England Professional Planning Group
Rhode Island
$260K -$10.4K -74 -4%
FEM
3106
Fulcrum Equity Management
Texas
$259K +$13.3K +95 +6%
EW
3107
Element Wealth
Mississippi
$259K -$15K -107 -6%
CP
3108
Castleview Partners
Texas
$259K +$9.11K +65 +4%
MCA
3109
Millennium Capital Advisors
Arkansas
$259K +$140 +1 +0.1%
CSIA
3110
Charles Schwab Investment Advisory
California
$258K -$19.6K -140 -8%
IRC
3111
Investors Research Corp
Georgia
$258K +$6.17K +44 +3%
OKSA
3112
O'Keefe Stevens Advisory
New York
$258K – – –
RC
3113
RBO & Co
California
$258K – – –
GAA
3114
Global Assets Advisory
Florida
$257K – – –
JTWM
3115
Jackson Thornton Wealth Management
Alabama
$257K +$238K +1,698 New
LWMNY
3116
Landmark Wealth Management (New York)
New York
$257K – – –
MWM
3117
MinichMacGregor Wealth Management
New York
$257K +$237K +1,694 New
WCM
3118
Wealthcare Capital Management
Virginia
$257K +$237K +1,693 New
WWC
3119
Waypoint Wealth Counsel
Georgia
$256K +$237K +1,691 New
GBWM
3120
Granite Bay Wealth Management
New Hampshire
$256K +$237K +1,692 New
MWM
3121
Marion Wealth Management
Pennsylvania
$256K – – –
LWM
3122
Lodestone Wealth Management
Washington
$256K +$237K +1,689 New
GCA
3123
Gradient Capital Advisors
California
$256K -$57.9K -413 -20%
AIA
3124
Arbor Investment Advisors
North Carolina
$255K +$841 +6 +0.4%
CAM
3125
Concorde Asset Management
Michigan
$254K -$57.1K -407 -20%
123 124
125
126 127

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.