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Procter & Gamble
PG

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: 253 → 335 (+82)

22% more capital invested

Capital invested by funds: $192B → $234B (+$41.4B)

6% more funds holding

Funds holding: 3,196 → 3,399 (+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

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$695M
2
AllianceBernstein
AllianceBernstein
Tennessee
+$405M
3
Ameriprise
Ameriprise
Minnesota
+$387M
4
UBS Group
UBS Group
Switzerland
+$243M
5
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$241M

Top Sellers

Rank Fund Capital Flow
1
Janus Henderson Group
Janus Henderson Group
United Kingdom
-$901M
2
Wellington Management Group
Wellington Management Group
Massachusetts
-$495M
3
Deutsche Bank
Deutsche Bank
Germany
-$399M
4
BlackRock
BlackRock
New York
-$311M
5
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$279M
Name Holding Trade Value Shares
Change 		Change in
Stake
NIM
3426
Nicollet Investment Management
Minnesota
– -$2.64M -20,876 Closed
CWM
3427
Cordatus Wealth Management
Pennsylvania
– -$2.46M -19,500 Closed
JAMH
3428
Junson Asset Management (HK)
Hong Kong
– -$2.26M -17,900 Closed
HT
3429
HAP Trading
New York
– -$2.3M -16,431 Closed
OPPTF
3430
OPSEU Pension Plan Trust Fund
Ontario, Canada
– -$1.83M -14,330 Closed
TA
3431
TKG Advisors
Indiana
– -$1.63M -12,914 Closed
Q
3432
QVR
California
– -$1.66M -11,873 Closed
TPM
3433
Triasima Portfolio Management
Quebec, Canada
– -$1.45M -11,490 Closed
SIP
3434
Stoneridge Investment Partners
Pennsylvania
– -$1.29M -10,208 Closed
VF
3435
Virtu Financial
New York
– -$1.25M -9,864 Closed
WWM
3436
WT Wealth Management
Arizona
– -$1.23M -9,732 Closed
HPWM
3437
Highland Private Wealth Management
Washington
– -$1.19M -9,437 Closed
BAM
3438
Blueshift Asset Management
New Jersey
– -$1.18M -9,354 Closed
Members Trust
3439
Members Trust
Florida
– -$1.15M -9,096 Closed
EF
3440
Empowered Funds
Pennsylvania
– -$1.25M -8,920 Closed
PP
3441
Paloma Partners
Connecticut
– -$1.24M -8,861 Closed
DA
3442
DSC Advisors
Illinois
– -$1.07M -8,453 Closed
ER
3443
Enlightenment Research
Florida
– -$980K -7,759 Closed
WLPWM
3444
Walled Lake Planning & Wealth Management
Illinois
– -$952K -7,537 Closed
CCM
3445
Crabel Capital Management
California
– -$947K -7,504 Closed
ACG
3446
Allen Capital Group
Nebraska
– -$920K -7,285 Closed
QT
3447
Quantamental Technologies
New York
– -$905K -7,165 Closed
CP
3448
CenterBook Partners
Connecticut
– -$872K -6,906 Closed
BCM
3449
Bluefin Capital Management
New York
– -$807K -5,760 Closed
HGERS
3450
Householder Group Estate & Retirement Specialist
Arizona
– -$714K -5,657 Closed
136 137
138
139 140

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.