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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
CCP
526
Clarkston Capital Partners
Michigan
$17.2M +$246K +1,757 +2%
AAS
527
Avantax Advisory Services
Texas
$17.2M +$1.21M +8,630 +8%
NMERB
528
New Mexico Educational Retirement Board
New Mexico
$17.2M -$1.33M -9,500 -8%
SB
529
Sunflower Bank
Texas
$17.1M -$181K -1,292 -1%
WTC
530
WhitTier Trust Company
Nevada
$17.1M -$118K -839 -0.7%
AWAG
531
ARS Wealth Advisors Group
Florida
$17M -$12.8K -91 -0.1%
FNT
532
First National Trust
Pennsylvania
$17M +$886K +6,322 +6%
TCOV
533
Trust Company of Vermont
Vermont
$16.9M +$581K +4,143 +4%
API
534
Advisor Partners II
California
$16.9M +$659K +4,704 +4%
LBA
535
Lowell Blake & Associates
Massachusetts
$16.8M +$1.73M +12,371 +13%
RT
536
Rockland Trust
Massachusetts
$16.8M +$345K +2,462 +2%
FPCM
537
Financial Partners Capital Management
New York
$16.8M -$397K -2,830 -2%
WAS
538
Wesleyan Assurance Society
United Kingdom
$16.7M
NGA
539
Naples Global Advisors
Florida
$16.5M -$298K -2,125 -2%
ACM
540
Argent Capital Management
Missouri
$16.4M -$85.5K -610 -0.6%
CPFP
541
Clear Perspectives Financial Planning
Ohio
$16.4M -$1.3M -9,241 -8%
MGIM
542
M&G Investment Management
United Kingdom
$16.4M -$50.3K -359 -0.3%
P
543
Pitcairn
Pennsylvania
$16.3M +$3.79K +27 +0%
KPWS
544
Kestra Private Wealth Services
Texas
$16.3M +$614K +4,383 +4%
TBA
545
Tower Bridge Advisors
Pennsylvania
$16.3M -$31.7K -226 -0.2%
HCM
546
Howland Capital Management
Massachusetts
$16.2M -$105K -750 -0.7%
GIA
547
Guyasuta Investment Advisors
Pennsylvania
$16.2M +$221K +1,580 +1%
NIM
548
Northeast Investment Management
Massachusetts
$16.2M -$173K -1,232 -1%
BBI
549
Baxter Bros Inc
Connecticut
$16.1M +$4.21K +30 +0%
FFIC
550
First Fiduciary Investment Counsel
Ohio
$16.1M -$347K -2,477 -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.