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Procter & Gamble

3,290 hedge funds and large institutions have $235B invested in Procter & Gamble in 2022 Q1 according to their latest regulatory filings, with 172 funds opening new positions, 1,453 increasing their positions, 1,275 reducing their positions, and 131 closing their positions.

New
Increased
Maintained
Reduced
Closed

31% more first-time investments, than exits

New positions opened: 172 | Existing positions closed: 131

20% more call options, than puts

Call options by funds: $2.29B | Put options by funds: $1.92B

14% more repeat investments, than reductions

Existing positions increased: 1,453 | Existing positions reduced: 1,275

0.55% more ownership

Funds ownership: 64%64.56% (+0.55%)

0% more funds holding

Funds holding: 3,2903,290 (0)

7% less capital invested

Capital invested by funds: $252B → $235B (-$16.9B)

11% less funds holding in top 10

Funds holding in top 10: 284252 (-32)

Holders
3,290
Holders Change
Holders Change %
0%
% of All Funds
51.88%
Holding in Top 10
252
Holding in Top 10 Change
-32
Holding in Top 10 Change %
-11.27%
% of All Funds
3.97%
New
172
Increased
1,453
Reduced
1,275
Closed
131
Calls
$2.29B
Puts
$1.92B
Net Calls
+$375M
Net Calls Change
-$46.7M
Name Holding Trade Value Shares
Change
Change in
Stake
SFA
601
Souders Financial Advisors
Ohio
$14.6M -$122K -783 -0.8%
SFM
602
Stack Financial Management
Montana
$14.5M +$599K +3,830 +4%
SIC
603
Salem Investment Counselors
North Carolina
$14.5M -$99.3K -635 -0.7%
CGPCS
604
Capital Group Private Client Services
California
$14.3M -$1.08M -6,934 -7%
SFI
605
Siemens Fonds Invest
Germany
$14.3M -$20.8K -133 -0.1%
WDA
606
Wendell David Associates
New Hampshire
$14.2M -$53.2K -340 -0.4%
H
607
HoyleCohen
California
$14.2M +$105K +671 +0.7%
RMC
608
Resources Management Corp
Connecticut
$14.2M -$26.1K -167 -0.2%
WT
609
Washington Trust
Rhode Island
$14.1M +$377K +2,412 +3%
CNC
610
Canandaigua National Corp
New York
$14.1M -$75.1K -480 -0.5%
AAS
611
Avantax Advisory Services
Texas
$14.1M +$473K +3,021 +3%
CPFP
612
Clear Perspectives Financial Planning
Ohio
$14.1M +$382K +2,442 +3%
RC
613
RegentAtlantic Capital
New Jersey
$14M +$1.66M +10,610 +13%
TTWM
614
TCV Trust & Wealth Management
Virginia
$13.9M +$288K +1,842 +2%
ACP
615
Ashfield Capital Partners
California
$13.9M -$131K -840 -0.9%
BFA
616
Bragg Financial Advisors
North Carolina
$13.8M +$121K +772 +0.9%
HA
617
Harfst & Associates
Wyoming
$13.7M +$55.4K +354 +0.4%
SWM
618
Spire Wealth Management
Virginia
$13.7M -$2.21M -14,157 -14%
TCM
619
Twin Capital Management
Pennsylvania
$13.6M -$622K -3,975 -4%
KWM
620
Kingsview Wealth Management
Oregon
$13.5M +$5.38M +34,366 +63%
IWC
621
Integrated Wealth Concepts
Massachusetts
$13.5M +$248K +1,585 +2%
MOS
622
MGO One Seven
Ohio
$13.4M +$28.8K +184 +0.2%
LW
623
Linscomb Wealth
Texas
$13.4M +$391K +2,500 +3%
BCB
624
Brian C. Broderick
$13.4M +$401K +2,565 +3%
NRS
625
Neville Rodie & Shaw
New York
$13.4M -$46.9K -300 -0.3%

PG Hedge Fund Activity: Q1 2022 in Review

3,290 of the 6,341 institutional investors tracked by Wall St. Rank reported a position in Procter & Gamble (PG) for Q1 2022, worth a combined $235B — down 6.7% from $252B a quarter earlier.

Buyers outnumbered sellers: 172 funds opened new PG positions and 131 closed out — a net gain of 41 holders — while 1,453 added to existing stakes and 1,275 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $1.01B. The largest seller was Morgan Stanley, cutting an estimated $781M.

  • 3,290 institutional investors held Procter & Gamble (PG) as of Q1 2022, unchanged from Q4 2021.
  • Funds reported $235B of Procter & Gamble stock for Q1 2022, down 6.7% quarter-over-quarter.
  • 172 funds opened new Procter & Gamble positions in Q1 2022 and 131 closed out, a net change of +41 holders.
  • The largest Procter & Gamble buyer in Q1 2022 was T. Rowe Price Associates, an estimated $1.01B added.
  • The largest Procter & Gamble seller in Q1 2022 was Morgan Stanley, an estimated $781M sold.

Based on aggregated 13F filings for Q1 2022.