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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
RWMH
3151
Riverpoint Wealth Management Holdings
Illinois
$243K +$1.4K +10 +0.6%
MWP
3152
Meredith Wealth Planning
Illinois
$242K +$224K +1,599 New
RSS
3153
Rosenblum Silverman Sutton
California
$242K -$56.1K -400 -20%
FC
3154
Fusion Capital
South Carolina
$241K -$3.5K -25 -2%
DWA
3155
Delap Wealth Advisory
Oregon
$241K +$223K +1,588 New
CPC
3156
Consolidated Planning Corp
Georgia
$240K
KIM
3157
Karpus Investment Management
New York
$240K +$222K +1,584 New
PFG
3158
Piershale Financial Group
Illinois
$240K -$13.3K -95 -6%
VAM
3159
Verity Asset Management
North Carolina
$240K +$222K +1,583 New
FWM
3160
Fingerlakes Wealth Management
New York
$239K +$221K +1,578 New
SG
3161
Somerset Group
Minnesota
$239K +$221K +1,578 New
BOS
3162
Bank of Stockton
California
$238K +$220K +1,571 New
WCMN
3163
Westchester Capital Management (Nebraska)
Nebraska
$238K -$10.5K -75 -5%
TB
3164
Treynor Bancshares
Iowa
$236K +$219K +1,560 New
CC
3165
Commons Capital
Massachusetts
$236K +$218K +1,556 New
ACM
3166
Aljian Capital Management
Nevada
$236K +$218K +1,554 New
CJL
3167
Cyrus J. Lawrence
New York
$235K +$841 +6 +0.4%
LAM
3168
Lifestyle Asset Management
Texas
$235K +$217K +1,550 New
ODIJL
3169
One Day In July LLC
Vermont
$234K +$217K +1,545 New
PAA
3170
Peregrine Asset Advisers
Oregon
$234K -$671K -4,788 -76%
MFA
3171
Millington Financial Advisors
Illinois
$234K +$216K +1,541 New
EA
3172
Echo45 Advisors
California
$234K +$216K +1,541 New
IWN
3173
Independent Wealth Network
Iowa
$233K +$216K +1,539 New
SW
3174
SMART Wealth
Nebraska
$233K +$215K +1,535 New
IFPG
3175
Intrepid Financial Planning Group
Indiana
$232K +$215K +1,534 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.