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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
AI
576
Abanco Investors
Rhode Island
$14.8M
NA
577
NewEdge Advisors
Louisiana
$14.7M +$1.94M +13,840 +8%
DBG
578
De Burlo Group
Massachusetts
$14.7M -$1.26M -9,000 -8%
CA
579
Callahan Advisors
Texas
$14.7M +$86.6K +618 +0.6%
LMIM
580
Lockheed Martin Investment Management
Maryland
$14.7M +$456K +3,250 +3%
SFM
581
Stack Financial Management
Montana
$14.7M +$81.7K +583 +0.6%
LBC
582
Lowe Brockenbrough & Co
Virginia
$14.7M -$364K -2,593 -3%
SIC
583
Salem Investment Counselors
North Carolina
$14.6M +$1.96K +14 +0%
Pacer Advisors
584
Pacer Advisors
Pennsylvania
$14.5M +$10.4M +74,103 +341%
AC
585
Allstate Corporation
Illinois
$14.5M +$210K +1,498 +2%
AIM
586
Allstate Investment Management
Illinois
$14.5M +$13.4M +95,653 New
APF
587
Alaska Permanent Fund
Alaska
$14.4M -$592K -4,222 -4%
LA
588
Lynch & Associates
Indiana
$14.3M -$110K -783 -0.8%
CNC
589
Canandaigua National Corp
New York
$14.3M +$222K +1,585 +2%
RMC
590
Resources Management Corp
Connecticut
$14.2M -$4.07K -29 -0%
WDA
591
Wendell David Associates
New Hampshire
$14.2M +$19.8K +141 +0.2%
HIMC
592
Heritage Investors Management Corp
Maryland
$14.1M -$40K -285 -0.3%
IWC
593
Integrated Wealth Concepts
Massachusetts
$14.1M +$368K +2,622 +3%
TTWM
594
TCV Trust & Wealth Management
Virginia
$14.1M -$161K -1,152 -1%
BFA
595
Bragg Financial Advisors
North Carolina
$14.1M +$141K +1,009 +1%
HA
596
Harfst & Associates
Wyoming
$14M +$25.9K +185 +0.2%
MLL
597
Moody Lynn & Lieberson
Massachusetts
$14M -$1.3M -9,262 -9%
CGPCS
598
Capital Group Private Client Services
California
$13.9M -$68.8K -491 -0.5%
H
599
HoyleCohen
California
$13.9M -$103K -734 -0.8%
CSWM
600
Cassady Schiller Wealth Management
Ohio
$13.8M -$4.54M -32,362 -26%

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.