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Procter & Gamble

3,196 hedge funds and large institutions have $192B invested in Procter & Gamble in 2022 Q3 according to their latest regulatory filings, with 117 funds opening new positions, 1,484 increasing their positions, 1,201 reducing their positions, and 131 closing their positions.

New
Increased
Maintained
Reduced
Closed

35% more call options, than puts

Call options by funds: $2.14B | Put options by funds: $1.58B

24% more repeat investments, than reductions

Existing positions increased: 1,484 | Existing positions reduced: 1,201

0.33% less ownership

Funds ownership: 64.02%63.7% (-0.33%)

2% less funds holding

Funds holding: 3,2553,196 (-59)

11% less first-time investments, than exits

New positions opened: 117 | Existing positions closed: 131

13% less capital invested

Capital invested by funds: $220B → $192B (-$27.8B)

21% less funds holding in top 10

Funds holding in top 10: 322253 (-69)

Holders
3,196
Holders Change
-59
Holders Change %
-1.81%
% of All Funds
55.05%
Holding in Top 10
253
Holding in Top 10 Change
-69
Holding in Top 10 Change %
-21.43%
% of All Funds
4.36%
New
117
Increased
1,484
Reduced
1,201
Closed
131
Calls
$2.14B
Puts
$1.58B
Net Calls
+$561M
Net Calls Change
+$109M
Name Holding Trade Value Shares
Change
Change in
Stake
LIM
3176
Longfellow Investment Management
Massachusetts
$5K
DMKJ
3177
David M. Knott Jr
$4K
RCC
3178
Red Cedar Capital
Nebraska
$4K
LWA
3179
Lowe Wealth Advisors
Maryland
$3K
YAL
3180
Your Advocates Ltd
Texas
$3K
NDSI
3181
Newman Dignan & Sheerar Inc
Rhode Island
$2.67K +$7.25K +51 +0.2%
CAM
3182
ClariVest Asset Management
California
$2K -$2.27K -16 -55%
CWM
3183
Cedar Wealth Management
California
$2K -$568 -4 -25%
AWMS
3184
Advocacy Wealth Management Services
Georgia
$2K
AW
3185
Avion Wealth
Texas
$2K
BHWM
3186
Bay Harbor Wealth Management
Maryland
$2K
CCM
3187
Copeland Capital Management
Pennsylvania
$2K
DWA
3188
Delos Wealth Advisors
Texas
$1K -$33.1K -233 -97%
UFF
3189
USA Financial Formulas
Michigan
$1K -$3.69K -26 -87%
ARIS
3190
Advanced Research Investment Solutions
California
$1K
GCS
3191
Gordian Capital (Singapore)
Singapore
$1K
RF
3192
Robbins Farley
New Hampshire
$1K
FHC
3193
First Heartland Consultants
Missouri
$823 +$16.2K +114 +2%
BIM
3194
Baldwin Investment Management
Pennsylvania
$811 -$17.3K -122 -2%
APS
3195
American Planning Services
Florida
$321 -$361K -2,543 -100%
JMF
3196
Johnson Midwest Financial
Iowa
$48 -$11.9K -84 -18%
Boston Partners
3197
Boston Partners
Massachusetts
-$603M -4,195,285 Closed
Alyeska Investment Group
3198
Alyeska Investment Group
Illinois
-$35.2M -244,564 Closed
JCM
3199
Junto Capital Management
New York
-$30.5M -212,049 Closed
MSRPS
3200
Maryland State Retirement & Pension System
Maryland
-$26.5M -184,159 Closed

PG Hedge Fund Activity: Q3 2022 in Review

3,196 of the 5,806 institutional investors tracked by Wall St. Rank reported a position in Procter & Gamble (PG) for Q3 2022, worth a combined $192B — down 13% from $220B a quarter earlier.

Sellers outnumbered buyers: 131 funds closed out of PG and 117 opened new positions — a net loss of 14 holders — while 1,201 trimmed existing stakes and 1,484 added.

The largest buyer was Janus Henderson Group, adding an estimated $954M. The largest seller was GQG Partners, cutting an estimated $798M.

  • 3,196 institutional investors held Procter & Gamble (PG) as of Q3 2022, down from 3,255 in Q2 2022.
  • Funds reported $192B of Procter & Gamble stock for Q3 2022, down 13% quarter-over-quarter.
  • 117 funds opened new Procter & Gamble positions in Q3 2022 and 131 closed out, a net change of -14 holders.
  • The largest Procter & Gamble buyer in Q3 2022 was Janus Henderson Group, an estimated $954M added.
  • The largest Procter & Gamble seller in Q3 2022 was GQG Partners, an estimated $798M sold.

Based on aggregated 13F filings for Q3 2022.