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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
MUMSS
3251
Mitsubishi UFJ Morgan Stanley Securities
Japan
$38K -$145K -930 -79%
DWA
3252
Delos Wealth Advisors
Texas
$37K -$10.5K -67 -22%
LSA
3253
Lansing Street Advisors
Pennsylvania
$37K +$35.7K +228 New
RWML
3254
RAFFA WEALTH MANAGEMENT, LLC
District of Columbia
$34.5K -$8.76K -56 -20%
IAS
3255
IMA Advisory Services
Colorado
$34K
BCM
3256
Bourgeon Capital Management
Connecticut
$27K
UCB
3257
United Community Bank
South Carolina
$26.7K -$138K -881 -83%
NC
3258
NewSquare Capital
Pennsylvania
$23K -$14.4K -92 -38%
JAM
3259
JCIC Asset Management
Ontario, Canada
$23K
CAM
3260
Costello Asset Management
Pennsylvania
$22K -$34.4K -220 -60%
MBFW
3261
Morton Brown Family Wealth
Pennsylvania
$21K -$24.2K -155 -53%
HL
3262
Harding Loevner
New Jersey
$21K
FQ
3263
First Quadrant
California
$20K -$7.64M -48,847 -100%
MGIM
3264
M&G Investment Management
United Kingdom
$18.1K -$55.4M -354,292 -75%
JPLA
3265
Joseph P. Lucia & Associates
New York
$17K +$17.8K +114 New
M1FG
3266
Mach-1 Financial Group
Arkansas
$15K -$4.07K -26 -21%
MAM
3267
Marquette Asset Management
Minnesota
$15K
MWA
3268
Moser Wealth Advisors
Washington
$15K
TJHA
3269
Thomas J. Herzfeld Advisors
Florida
$14K
WA
3270
Win Advisors
Florida
$14K +$14.7K +94 New
FGAM
3271
Financial Gravity Asset Management
Texas
$13.4K +$21.4K +137 +3%
TCM
3272
Tanaka Capital Management
New York
$12K -$1.88K -12 -13%
CDIA
3273
Capital Directions Investment Advisors
Georgia
$12K +$12.5K +80 New
RFWA
3274
RPg Family Wealth Advisory
Massachusetts
$10.1K
SGAM
3275
Smith Group Asset Management
Texas
$9K

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.