We are live on ! Find out more
PG icon

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
EARNEST Partners
3276
EARNEST Partners
Georgia
$149K
DI
3277
Disciplined Investments
Oklahoma
$147K -$56.8K -405 -29%
GFWA
3278
Grey Fox Wealth Advisors
Delaware
$145K +$135K +960 New
ABLA
3279
Alan B. Lancz & Associates
Ohio
$143K +$133K +950 New
DWMG
3280
DB Wealth Management Group
California
$140K
CH
3281
Canton Hathaway
Rhode Island
$135K
ACP
3282
Arcus Capital Partners
Georgia
$130K +$120K +855 New
CWAF
3283
Core Wealth Advisors (Florida)
Florida
$129K +$6.59K +47 +6%
TC
3284
Trust Company
Kansas
$128K +$2.52K +18 +2%
KIA
3285
Kraematon Investment Advisors
Massachusetts
$127K +$117K +838 New
PP
3286
PFS Partners
New Jersey
$127K +$5.89K +42 +5%
NOI
3287
Newton One Investments
Delaware
$126K -$52.3K -373 -31%
C
3288
Covestor
United Kingdom
$125K -$8.83K -63 -7%
ACM
3289
Antonetti Capital Management
Florida
$124K
BCPWM
3290
Bradley & Co Private Wealth Management
Florida
$120K
GWSA
3291
Global Wealth Strategies & Associates
Colorado
$116K +$107K +766 New
TWD
3292
True Wealth Design
Ohio
$116K +$107K +764 New
BBPWM
3293
Blue Bell Private Wealth Management
Pennsylvania
$114K
IFS
3294
Intelligent Financial Strategies
Minnesota
$112K +$140 +1 +0.1%
FCA
3295
Fortis Capital Advisors
Kansas
$109K +$101K +717 New
BCM
3296
Blume Capital Management
California
$107K
BAM
3297
Baldrige Asset Management
Pennsylvania
$105K +$3.5K +25 +4%
TLA
3298
Tanglewood Legacy Advisors
Texas
$103K +$95.2K +679 New
FP
3299
Financial Perspectives
Minnesota
$102K
HCM
3300
Horrell Capital Management
Arkansas
$101K

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.