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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
LI
651
LMCG Investments
Massachusetts
$12.2M -$49.1K -350 -0.4%
QCG
652
Quadrant Capital Group
Ohio
$12.2M +$90.4K +645 +0.8%
SMI
653
Shelter Mutual Insurance
Missouri
$12.2M
CIC
654
Carnegie Investment Counsel
Ohio
$12.2M +$585K +4,172 +5%
RC
655
Randolph Company
Ohio
$12.1M -$701 -5 -0%
MA
656
Montag & Associates
Georgia
$12.1M -$425K -3,033 -4%
BL
657
Balentine LLC
Georgia
$12M +$2.15M +15,364 +24%
TCM
658
Telos Capital Management
California
$11.8M +$572K +4,078 +6%
GCC
659
Guardian Capital (Canada)
Ontario, Canada
$11.8M -$42.6K -304 -0.4%
IC
660
IEQ Capital
California
$11.8M -$1.36M -9,726 -11%
CNB
661
Camden National Bank
Maine
$11.6M -$187K -1,331 -2%
CCB
662
Country Club Bank
Missouri
$11.6M -$302K -2,157 -3%
HRC
663
Hoertkorn Richard Charles
$11.6M
MJP
664
Michael J. Puzo
$11.6M +$139K +991 +1%
BHIA
665
Birch Hill Investment Advisors
Massachusetts
$11.6M -$780K -5,565 -7%
DWA
666
Douglass Winthrop Advisors
New York
$11.6M -$202K -1,442 -2%
BFM
667
Boston Financial Management
Massachusetts
$11.5M +$12.9K +92 +0.1%
PWP
668
Principle Wealth Partners
Connecticut
$11.5M -$64.5K -460 -0.6%
SIG
669
Stonegate Investment Group
Alabama
$11.4M -$73.5K -524 -0.7%
BFS
670
Bard Financial Services
Connecticut
$11.4M -$29.4K -210 -0.3%
AAM
671
AR Asset Management
California
$11.4M
AP
672
Appleton Partners
Massachusetts
$11.4M -$81.2K -579 -0.8%
FFP
673
FourThought Financial Partners
Florida
$11.3M +$10.5M +74,875 New
RDFA
674
Ritter Daniher Financial Advisory
Ohio
$11.3M -$151K -1,079 -1%
BPCE
675
Bank Pictet & Cie (Europe)
Germany
$11.3M -$338K -2,411 -3%

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.