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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
NB
601
NBT Bank
New York
$13.8M -$390K -2,783 -3%
SAM
602
Shell Asset Management
Netherlands
$13.8M -$2.57M -18,316 -17%
NCM
603
Narwhal Capital Management
Georgia
$13.8M -$402K -2,869 -3%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
604
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$13.8M +$3.02M +21,522 +31%
CIA
605
Choate Investment Advisors
Massachusetts
$13.7M +$716K +5,108 +6%
BFEC
606
Benjamin F. Edwards & Company
Missouri
$13.6M +$15.8K +113 +0.1%
GGS
607
Galvin Gaustad & Stein
Arizona
$13.6M +$1.03M +7,340 +9%
KWM
608
Kingsview Wealth Management
Oregon
$13.6M +$2.79M +19,881 +28%
BCV
609
Banque Cantonale Vaudoise
Switzerland
$13.6M -$1.61M -11,512 -11%
LW
610
Linscomb Wealth
Texas
$13.5M -$192K -1,370 -2%
GT
611
Greenleaf Trust
Michigan
$13.5M -$5.6M -39,927 -31%
BCB
612
Brian C. Broderick
$13.4M +$243K +1,735 +2%
SFI
613
Siemens Fonds Invest
Germany
$13.3M -$587K -4,190 -5%
FIS
614
Fundsmith Investment Services
Mauritius
$13.3M +$3.93M +28,031 +47%
SIMG
615
Sonora Investment Management Group
Arizona
$13.3M -$184K -1,312 -1%
AF
616
Allworth Financial
California
$13.2M +$675K +4,815 +6%
BCM
617
BTC Capital Management
Iowa
$13.1M +$289K +2,061 +2%
PWW
618
Pettyjohn Wood & White
Virginia
$13.1M +$65K +464 +0.5%
SVWAG
619
Sound View Wealth Advisors Group
Georgia
$13M +$4.79M +34,167 +62%
WT
620
Washington Trust
Rhode Island
$13M -$603K -4,298 -5%
KRSITF
621
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$13M
ACI
622
Alpha Cubed Investments
California
$13M -$2.41M -17,175 -17%
NRS
623
Neville Rodie & Shaw
New York
$12.9M +$294K +2,094 +3%
MOS
624
MGO One Seven
Ohio
$12.9M -$188K -1,344 -2%
CPO
625
Cerity Partners OCIO
New York
$12.8M -$127K -908 -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.