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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
SFWC
3226
Strategic Family Wealth Counselors
New Jersey
$210K +$195K +1,388 New
RLWM
3227
RF&L Wealth Management
Massachusetts
$210K +$194K +1,387 New
MWM
3228
Maltin Wealth Management
New Jersey
$210K +$194K +1,384 New
LFGO
3229
Legacy Financial Group (Oklahoma)
Oklahoma
$208K +$193K +1,375 New
AC
3230
AIFG Consultants
New York
$208K +$192K +1,373 New
SWA
3231
ShankerValleau Wealth Advisors
Illinois
$207K +$192K +1,369 New
LFA
3232
LGT Financial Advisors
Texas
$207K +$192K +1,369 New
LFGH
3233
Lee Financial Group Hawaii
Hawaii
$207K +$192K +1,367 New
CCM
3234
Carderock Capital Management
Maryland
$207K +$192K +1,367 New
AWMG
3235
Alliance Wealth Management Group
New Jersey
$206K +$191K +1,360 New
BA
3236
Bellwether Advisors
Nebraska
$206K +$64.3K +459 +51%
MFG
3237
Monte Financial Group
Connecticut
$206K +$191K +1,359 New
CWM
3238
Campbell Wealth Management
Virginia
$205K +$189K +1,351 New
LAM
3239
Lakewood Asset Management
Illinois
$205K +$189K +1,351 New
PCMM
3240
Piedmont Capital Management (Montana)
Montana
$205K +$190K +1,353 New
FPF
3241
First Pacific Financial
Washington
$205K +$190K +1,352 New
OWM
3242
Orgel Wealth Management
Wisconsin
$204K +$189K +1,348 New
MSA
3243
McAlister Sweet & Associates
Texas
$204K +$189K +1,347 New
POIA
3244
Pin Oak Investment Advisors
Texas
$204K +$4.07K +29 +2%
PSCM
3245
Per Stirling Capital Management
Texas
$204K +$189K +1,345 New
HWA
3246
Heartwood Wealth Advisors
Virginia
$204K -$39.3K -280 -17%
CIA
3247
Caerus Investment Advisors
Texas
$203K +$188K +1,338 New
FCM
3248
Firestone Capital Management
Florida
$203K +$188K +1,338 New
HNW
3249
High Note Wealth
Minnesota
$202K +$187K +1,336 New
AFG
3250
Alterity Financial Group
Maine
$202K +$187K +1,334 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.