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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
JMF
3326
Johnson Midwest Financial
Iowa
$58K +$280 +2 +0.5%
CWM
3327
Cranbrook Wealth Management
Michigan
$53.4K -$17.1K -122 -26%
HWM
3328
Horizons Wealth Management
North Carolina
$52K
CA
3329
Corrado Advisors
New Jersey
$51.9K +$47.9K +342 New
AWM
3330
Align Wealth Management
Oklahoma
$50.5K +$56.1K +400 New
LFASL
3331
Lugano Financial Advisors SA (LFA)
Switzerland
$49.6K +$45.8K +327 New
CM
3332
Cornerstone Management
Georgia
$49.4K -$3.22K -23 -7%
IFA
3333
Interactive Financial Advisors
Illinois
$47.6K
AS
3334
Altshuler Shaham
Israel
$47.1K -$5.19K -37 -11%
PGAM
3335
Princeton Global Asset Management
New Jersey
$46K -$4.77K -34 -10%
NC
3336
NewSquare Capital
Pennsylvania
$44K +$23.6K +168 +138%
OWA
3337
One Wealth Advisors
California
$43.5K +$40.2K +287 New
BC
3338
Belmont Capital
California
$42K -$15.4K -110 -29%
PWS
3339
Paragon Wealth Strategies
Florida
$41.9K +$32.1K +229 +487%
OAJ
3340
Ogorek Anthony Joseph
New York
$40K
FFA
3341
Fairfield Financial Advisors
Massachusetts
$39.3K +$280 +2 +0.8%
LFA
3342
Level Financial Advisors
New York
$38K
KC
3343
Kepos Capital
New York
$38K +$34.8K +248 New
BCM
3344
Bourgeon Capital Management
Connecticut
$37.7K +$9.95K +71 +40%
LIA
3345
Luken Investment Analytics
Tennessee
$37.3K +$34.5K +246 New
LFA
3346
Legend Financial Advisors
Pennsylvania
$36K
MUMSS
3347
Mitsubishi UFJ Morgan Stanley Securities
Japan
$36K -$1.4K -10 -4%
LSA
3348
Lansing Street Advisors
Pennsylvania
$35.1K +$280 +2 +0.9%
RWML
3349
RAFFA WEALTH MANAGEMENT, LLC
District of Columbia
$34.3K
DF
3350
DecisionPoint Financial
Arizona
$34.1K +$31.5K +225 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.