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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
MS
3301
Marshall & Sullivan
Washington
$99.9K +$92.4K +659 New
CWA
3302
Carolina Wealth Advisors
South Carolina
$97K -$8.41K -60 -9%
APC
3303
Aspire Private Capital
North Carolina
$97K -$8.41K -60 -9%
LWP
3304
Laurel Wealth Planning
Minnesota
$96.5K
CFG
3305
CKW Financial Group
Hawaii
$91K
CPA
3306
Cowen Prime Advisors
New York
$91K +$14K +100 +20%
HCA
3307
Harbor Capital Advisors
Illinois
$86.2K -$8.83K -63 -10%
NMG
3308
New Millennium Group
Utah
$85K
MGI
3309
MayTech Global Investments
New York
$82.7K +$76.5K +546 New
MPCL
3310
My Personal CFO LLC
Washington
$81.4K +$75.3K +537 New
EA
3311
Evolution Advisers
Virginia
$81K
TCA
3312
Trifecta Capital Advisors
Illinois
$79.9K +$73.9K +527 New
WAM
3313
Worth Asset Management
Texas
$79.3K
UCB
3314
United Community Bank
South Carolina
$78.7K
GIA
3315
Goodwin Investment Advisory
Georgia
$78.2K
BSWA
3316
Bromfield Sneider Wealth Advisors
Massachusetts
$78.1K
GMA
3317
Glassy Mountain Advisors
Maryland
$73.5K +$68K +485 New
IA
3318
IFS Advisors
Kansas
$70.6K
GAG
3319
Goodman Advisory Group
Massachusetts
$70K
JFG
3320
JDM Financial Group
Texas
$67K +$62K +442 New
PCC
3321
Park Circle Company
Maryland
$60.6K
ST
3322
Sageworth Trust
Pennsylvania
$60K
FSWA
3323
Financial Synergies Wealth Advisors
Texas
$59.3K +$43.6K +311 +389%
VF
3324
VitalStone Financial
Texas
$59K +$54.5K +389 New
HFS
3325
HBC Financial Services
Washington
$58K -$13.9K -99 -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.