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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
AW
3476
Alaethes Wealth
Nevada
-$250K -1,978 Closed
NCM
3477
Noesis Capital Mangement
Florida
-$245K -1,944 Closed
WCA
3478
Westover Capital Advisors
Delaware
-$229K -1,810 Closed
PA
3479
Prism Advisors
California
-$225K -1,782 Closed
MMC
3480
Mizuho Markets Cayman
Cayman Islands
-$218K -1,729 Closed
NPPM
3481
North Point Portfolio Managers
Ohio
-$217K -1,719 Closed
BAS
3482
Brown Advisory Securities
Maryland
-$216K -1,718 Closed
EP
3483
EPIQ Partners
Minnesota
-$212K -1,682 Closed
RPG
3484
Resource Planning Group
Georgia
-$212K -1,682 Closed
AFS
3485
Axiom Financial Strategies
Indiana
-$210K -1,660 Closed
GPWA
3486
Great Point Wealth Advisors
Massachusetts
-$209K -1,654 Closed
CC
3487
Claybrook Capital
Massachusetts
-$206K -1,628 Closed
FWI
3488
Facet Wealth Inc
Maryland
-$215K -1,578 Closed
SFO
3489
Standard Family Office
South Dakota
-$171K -1,354 Closed
SWM
3490
Selective Wealth Management
Virginia
-$128K -1,013 Closed
SM
3491
SG3 Management
Puerto Rico
-$126K -1,000 Closed
WWMSC
3492
Wagner Wealth Management (South Carolina)
South Carolina
-$98K -777 Closed
ACK
3493
Andrew C. Karlinski
-$95K -750 Closed
MCM
3494
McMillion Capital Management
North Carolina
-$73K -580 Closed
BWS
3495
BCR Wealth Strategies
Alabama
-$57K -450 Closed
FEG
3496
Financial Enhancement Group
Indiana
-$55K -437 Closed
EC
3497
Estate Counselors
Wisconsin
-$50K -399 Closed
SAM
3498
Sycomore Asset Management
France
-$45K -334 Closed
FA
3499
Financial Advantage
Maryland
-$38K -303 Closed
DFCM
3500
Dark Forest Capital Management
Puerto Rico
-$23K -183 Closed

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.