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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
CIP
3201
Capital Insight Partners
Arizona
$224K +$208K +1,481 New
GCWM
3202
Graham Capital Wealth Management
District of Columbia
$223K +$206K +1,473 New
STB
3203
S&T Bank
Pennsylvania
$223K +$206K +1,471 New
DIP
3204
Davis Investment Partners
North Carolina
$223K +$223K +1,592 New
AWM
3205
AllSquare Wealth Management
New York
$222K
MWA
3206
Miller Wealth Advisors
Colorado
$222K
FWM
3207
FFT Wealth Management
Pennsylvania
$221K +$205K +1,459 New
IA
3208
IAM Advisory
Pennsylvania
$221K +$205K +1,459 New
AWA
3209
Aletheian Wealth Advisors
Washington
$221K +$204K +1,457 New
SSC
3210
Syverson Strege & Co
Iowa
$221K
DFG
3211
Demars Financial Group
Washington
$220K +$203K +1,449 New
BWM
3212
BigSur Wealth Management
Florida
$220K +$203K +1,449 New
CWA
3213
Capital Wealth Alliance
Arizona
$219K +$203K +1,446 New
NRW
3214
Nova R Wealth
Kansas
$217K +$201K +1,433 New
IAP
3215
Indie Asset Partners
Indiana
$217K +$201K +1,432 New
OFS
3216
OneAscent Financial Services
Alabama
$217K -$198K -1,413 -50%
GPA
3217
Guerra Pan Advisors
New Jersey
$216K +$200K +1,428 New
BHPW
3218
Beverly Hills Private Wealth
California
$214K +$198K +1,415 New
IA
3219
Integrity Advisory
Kansas
$214K +$198K +1,415 New
HWM
3220
Howard Wealth Management
Connecticut
$214K +$198K +1,412 New
BFP
3221
Briaud Financial Planning
Texas
$213K -$35K -250 -15%
PFM
3222
Patton Fund Management
Texas
$213K +$197K +1,403 New
CWP
3223
Curated Wealth Partners
California
$212K +$196K +1,400 New
BCM
3224
Brainard Capital Management
Texas
$211K +$196K +1,395 New
SEEDPG
3225
S.E.E.D. Planning Group
New York
$211K -$38.3K -273 -16%

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.