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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
SHJ
3151
Sharkey, Howes & Javer
Colorado
$202K -$5.48K -35 -3%
VI
3152
Versor Investments
New York
$202K +$207K +1,321 New
Fiera Capital (Canada)
3153
Fiera Capital (Canada)
Quebec, Canada
$201K -$693K -4,431 -77%
CC
3154
Copperleaf Capital
North Carolina
$201K +$205K +1,313 New
SFWC
3155
Strategic Family Wealth Counselors
New Jersey
$200K
MG
3156
MilWealth Group
Wisconsin
$192K -$5.63K -36 -3%
BFG
3157
Baron Financial Group
New Jersey
$191K
CIA
3158
Cascade Investment Advisors
Oregon
$191K
TFO
3159
Tarbox Family Office
California
$189K -$52.1K -333 -21%
WAM
3160
Wolverine Asset Management
Illinois
$189K
CCM
3161
Colorado Capital Management
Colorado
$187K
CFN
3162
Cordasco Financial Network
Florida
$184K
NOI
3163
Newton One Investments
Delaware
$184K
CH
3164
Canton Hathaway
Rhode Island
$182K
PWC
3165
PYA Waltman Capital
Tennessee
$181K +$46.8K +299 +34%
CMA
3166
Cedar Mountain Advisors
Oregon
$177K
PP
3167
PrairieView Partners
Minnesota
$174K +$9.86K +63 +6%
SC
3168
Sawyer & Company
Massachusetts
$173K
CIR
3169
Clear Investment Research
Georgia
$172K
HCA
3170
Harbor Capital Advisors
Illinois
$165K +$169K +1,082 New
JEST
3171
JTC Employer Solutions Trustee
Jersey
$163K
IFS
3172
Intelligent Financial Strategies
Minnesota
$158K -$4.85K -31 -3%
SWM
3173
Selective Wealth Management
Virginia
$157K +$39K +249 +32%
TAM
3174
Tucker Asset Management
Colorado
$156K +$3.75K +24 +2%
BSWA
3175
Bromfield Sneider Wealth Advisors
Massachusetts
$154K +$158K +1,010 New

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.