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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
FAG
3126
Financial Advisory Group
Texas
$254K
AWS
3127
AJ Wealth Strategies
New York
$253K +$280 +2 +0.1%
AWM
3128
Avaii Wealth Management
Wisconsin
$253K +$234K +1,668 New
RF
3129
Resolute Financial
Massachusetts
$253K +$234K +1,667 New
HFS
3130
Howard Financial Services
Texas
$252K -$121K -864 -34%
MPW
3131
MGO Private Wealth
California
$250K -$9.39K -67 -4%
AWA
3132
ARQ Wealth Advisors
Arizona
$250K -$9.53K -68 -4%
NWM
3133
Northwest Wealth Management
Iowa
$250K +$7.85K +56 +4%
CA
3134
CapWealth Advisors
Tennessee
$249K +$231K +1,646 New
SI
3135
Saxon Interests
Texas
$249K -$15.3K -109 -6%
BIMC
3136
Benson Investment Management Company
Virginia
$249K
RBC
3137
Roble Belko & Company
Pennsylvania
$249K
CAM
3138
Claret Asset Management
Quebec, Canada
$249K +$2.8K +20 +1%
JJBC
3139
James J. Burns & Company
New York
$249K +$230K +1,643 New
MC
3140
Matisse Capital
Oregon
$247K +$229K +1,633 New
MWA
3141
Martel Wealth Advisors
Washington
$247K +$28K +200 +14%
MVA
3142
Mount Vernon Associates
Maryland
$247K
PHAM
3143
Palisades Hudson Asset Management
Florida
$247K +$2.38K +17 +1%
RFN
3144
Redwood Financial Network
Ohio
$247K +$4.77K +34 +2%
VLC
3145
Van Leeuwen & Company
New Jersey
$246K -$30.8K -220 -12%
PWA
3146
PCG Wealth Advisors
Kansas
$245K -$557K -3,974 -71%
CCM
3147
Colorado Capital Management
Colorado
$244K +$14.2K +101 +7%
AWP
3148
Abacus Wealth Partners
California
$244K +$225K +1,608 New
MG
3149
Marex Group
$244K +$225K +1,607 New
HFW
3150
Horizon Family Wealth
Illinois
$243K +$2.94K +21 +1%

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.