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
MYAM
3351
Meiji Yasuda Asset Management
Japan
$30.7K +$3.07M +21,872 +12%
RG
3352
Retirement Group
California
$30K +$9.39K +67 +50%
SVCP
3353
Silicon Valley Capital Partners
California
$28.4K +$26.2K +187 New
HT
3354
Headlands Technologies
Illinois
$28K +$25.8K +184 New
EE
3355
EWG Elevate
California
$25.8K +$23.8K +170 New
IAA
3356
Independent Advisor Alliance
North Carolina
$24.4K -$3.85M -27,438 -15%
IWP
3357
IAG Wealth Partners
Wisconsin
$23.1K -$21K -150 -50%
JAM
3358
JCIC Asset Management
Ontario, Canada
$23K
CAM
3359
Costello Asset Management
Pennsylvania
$21.8K
WA
3360
WestEnd Advisors
North Carolina
$21.8K +$561 +4 +3%
FGAM
3361
Financial Gravity Asset Management
Texas
$21.8K -$407K -2,901 -63%
MBFW
3362
Morton Brown Family Wealth
Pennsylvania
$20.6K
WA
3363
Win Advisors
Florida
$18.8K +$1.54K +11 +10%
GIS
3364
Grayhawk Investment Strategies
Alberta, Canada
$18.5K +$42.2K +301 +247%
HI
3365
Hoey Investments
Pennsylvania
$16.8K -$2.34M -16,680 -99%
WFA
3366
West Financial Advisors
Iowa
$16.1K -$77.1K -550 -84%
LWA
3367
Lowe Wealth Advisors
Maryland
$15.9K +$11.2K +80 +320%
TJHA
3368
Thomas J. Herzfeld Advisors
Florida
$15.6K
MAM
3369
Marquette Asset Management
Minnesota
$15.2K
PS
3370
PayPay Securities
Japan
$14.6K +$13.5K +96 New
RWM
3371
Ruedi Wealth Management
Illinois
$13.9K +$12.9K +92 New
OIS
3372
Okabena Investment Services
Minnesota
$13.6K -$109K -779 -87%
MFG
3373
Mendota Financial Group
Wisconsin
$12.4K +$11.5K +82 New
TCM
3374
Tanaka Capital Management
New York
$12K
TCOT
3375
Trust Company of Toledo
Ohio
$11.6K +$24.1K +172 +0.2%

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.