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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
RCAMU
351
Rothschild & Co Asset Management US
Connecticut
$37.8M +$3.55M +25,309 +11%
ISL
352
Ingalls & Snyder LLC
New York
$37.5M -$318K -2,269 -0.9%
HTC
353
Haverford Trust Company
Pennsylvania
$37.4M -$514K -3,664 -1%
WTB
354
Washington Trust Bank
Washington
$37.3M -$149K -1,060 -0.4%
EAM
355
Erste Asset Management
Austria
$37.2M -$3.13M -22,358 -8%
BTW
356
Boston Trust Walden
Massachusetts
$36.9M +$267K +1,907 +0.8%
Daiwa Securities Group
357
Daiwa Securities Group
Japan
$36.4M +$2.16M +15,405 +7%
SPIA
358
Steward Partners Investment Advisory
New York
$36.3M +$677K +4,830 +2%
Bank Julius Baer & Co
359
Bank Julius Baer & Co
Switzerland
$36.3M +$540K +3,854 +2%
SHIM
360
Stone House Investment Management
Pennsylvania
$35.7M -$544K -3,880 -2%
KIA
361
KCM Investment Advisors
California
$35.7M +$506K +3,611 +2%
Caisse de Depot et Placement du Quebec (CDPQ)
362
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$35.7M -$17.4M -124,138 -35%
SC
363
Schulhoff & Co
Ohio
$35.4M -$114K -814 -0.3%
VMPIC
364
Varma Mutual Pension Insurance Co
Finland
$35.2M -$7.93M -56,577 -20%
CIA
365
Capital Investment Advisors
Georgia
$34.7M -$4.39M -31,332 -12%
Wealthfront Advisers
366
Wealthfront Advisers
California
$34.2M +$1.76M +12,542 +6%
BCM
367
Becker Capital Management
Oregon
$34.1M +$718K +5,120 +2%
JCM
368
Junto Capital Management
New York
$33.8M +$31.3M +222,937 New
FHA
369
First Horizon Advisors
Tennessee
$33.4M +$93.6K +668 +0.3%
BAM
370
Berkshire Asset Management
Pennsylvania
$33.3M +$271K +1,932 +0.9%
LGF
371
LGT Group Foundation
Liechtenstein
$32.9M +$7.06M +50,328 +30%
RJT
372
Raymond James Trust
Florida
$32.9M +$634K +4,525 +2%
BCIM
373
British Columbia Investment Management
British Columbia, Canada
$32.1M -$3.65M -26,070 -11%
VI
374
Vestcor Inc
New Brunswick, Canada
$32M -$832K -5,938 -3%
BPA
375
Beacon Pointe Advisors
California
$32M -$412K -2,938 -1%

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.