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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
ZCM
626
Ziegler Capital Management
Illinois
$12.8M -$151K -1,076 -1%
AW
627
Atlas Wealth
Ohio
$12.8M +$11.8M +84,494 New
SPC
628
Sigma Planning Corp
Michigan
$12.8M +$165K +1,179 +1%
FM
629
Foster & Motley
Ohio
$12.7M +$1.34M +9,577 +13%
SIC
630
Shoker Investment Counsel
Ohio
$12.7M -$78.5K -560 -0.7%
TCM
631
Twin Capital Management
Pennsylvania
$12.7M -$506K -3,607 -4%
NEWAS
632
N.E.W. Advisory Services
Wisconsin
$12.6M +$57.2K +408 +0.5%
RIA
633
Regal Investment Advisors
Michigan
$12.6M +$523K +3,730 +5%
SIA
634
Sit Investment Associates
Minnesota
$12.6M -$104K -740 -0.9%
ACA
635
Aptus Capital Advisors
Alabama
$12.6M +$160K +1,140 +1%
OPCM
636
Osborne Partners Capital Management
California
$12.6M -$68.4K -488 -0.6%
VV
637
Verity & Verity
South Carolina
$12.5M +$1,000K +7,132 +9%
LNB
638
Ledyard National Bank
$12.5M +$218K +1,552 +2%
ACIM
639
Azimuth Capital Investment Management
Michigan
$12.5M -$547K -3,905 -5%
BC
640
Burney Company
Virginia
$12.5M -$200K -1,425 -2%
VFA
641
Valeo Financial Advisors
Indiana
$12.5M +$251K +1,793 +2%
SC
642
SouthState Corp
Florida
$12.5M -$185K -1,323 -2%
CSS
643
Cubist Systematic Strategies
Connecticut
$12.5M -$16.3M -116,207 -59%
WC
644
Woodstock Corp
Massachusetts
$12.4M +$60.4K +431 +0.5%
WIC
645
Woodmont Investment Counsel
Tennessee
$12.4M +$31.5K +225 +0.3%
FNBOO
646
First National Bank of Omaha
Nebraska
$12.4M -$108K -771 -0.9%
Kayne Anderson Rudnick Investment Management
647
Kayne Anderson Rudnick Investment Management
California
$12.3M -$20M -142,653 -64%
LFA
648
Legacy Financial Advisors
Kentucky
$12.3M +$377K +2,692 +3%
GAM
649
Gotham Asset Management
New York
$12.3M +$4.25M +30,294 +60%
JCM
650
Janney Capital Management
Pennsylvania
$12.3M +$400K +2,850 +4%

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.