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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
EWA
3251
Evolution Wealth Advisors
Florida
$202K +$187K +1,332 New
EWM
3252
Endowment Wealth Management
Wisconsin
$202K +$187K +1,331 New
BBW
3253
Blue Barn Wealth
Utah
$201K -$50.5K -360 -21%
KW
3254
KWB Wealth
California
$200K +$185K +1,322 New
TCM
3255
Tradewinds Capital Management
Washington
$199K +$9.39K +67 +5%
CSC
3256
Caldwell Sutter Capital
California
$199K +$184K +1,311 New
PP
3257
PrairieView Partners
Minnesota
$196K +$140 +1 +0.1%
MG
3258
MilWealth Group
Wisconsin
$191K
WPWM
3259
Western Pacific Wealth Management
Illinois
$190K +$35.7K +255 +25%
KFS
3260
Kelly Financial Services
Massachusetts
$188K +$981 +7 +0.6%
CIR
3261
Clear Investment Research
Georgia
$184K +$11.9K +85 +8%
FA
3262
Fiduciary Alliance
South Carolina
$177K +$164K +1,169 New
CPG
3263
Cornerstone Planning Group
New Jersey
$174K +$171K +1,219 New
SC
3264
Sawyer & Company
Massachusetts
$171K
CMA
3265
Cedar Mountain Advisors
Oregon
$170K -$4.77K -34 -3%
RA
3266
Rise Advisors
New York
$166K +$1.12K +8 +0.7%
TCM
3267
TD Capital Management
Tennessee
$165K +$7.43K +53 +5%
IHWM
3268
Iron Horse Wealth Management
Iowa
$164K +$42.2K +301 +39%
CCMI
3269
Creative Capital Management Investments
California
$164K +$152K +1,084 New
RFS
3270
Retirement Financial Solutions
Tennessee
$163K +$151K +1,078 New
CA
3271
Centerpoint Advisors
Massachusetts
$162K +$6.17K +44 +4%
JEST
3272
JTC Employer Solutions Trustee
Jersey
$161K
OA
3273
Operose Advisors
Wisconsin
$157K -$14K -100 -9%
AFS
3274
Annapolis Financial Services
Maryland
$150K
HIM
3275
Hillsdale Investment Management
Ontario, Canada
$149K -$34.3K -245 -20%

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.