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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
CCM
701
Cohen Capital Management
California
$10.8M
HWM
702
HFR Wealth Management
New York
$10.8M -$7.43K -53 -0.1%
AIM
703
Allen Investment Management
New York
$10.7M
VF
704
Vest Financial
Virginia
$10.7M +$1M +7,161 +11%
CT
705
Caldwell Trust
Florida
$10.6M -$63.6K -454 -0.6%
KA
706
Kintegral Advisory
New York
$10.6M -$3.88M -27,704 -28%
HA
707
Hamel Associates
New Jersey
$10.6M +$61.7K +440 +0.6%
QCM
708
Quantinno Capital Management
New York
$10.6M +$2.82M +20,088 +40%
CIC
709
Cutler Investment Counsel
Oregon
$10.5M -$403K -2,878 -4%
TAIM
710
Te Ahumairangi Investment Management
New Zealand
$10.5M -$757K -5,400 -7%
SIG
711
Sky Investment Group
Connecticut
$10.5M -$109K -775 -1%
BOH
712
Bank of Hawaii
Hawaii
$10.5M +$10.5K +75 +0.1%
MDCM
713
Morgan Dempsey Capital Management
Wisconsin
$10.5M +$381K +2,716 +4%
BCM
714
Bridgeway Capital Management
Texas
$10.5M -$10.8M -77,396 -53%
PJSIMP
715
P.J. Schmidt Investment Management (PJS)
Wisconsin
$10.4M -$82.7K -590 -0.8%
RWP
716
RWA Wealth Partners
Massachusetts
$10.4M +$261K +1,863 +3%
BCI
717
Brinker Capital Investments
Pennsylvania
$10.4M +$2.42M +17,273 +34%
RBA
718
Richard Bernstein Advisors
New York
$10.4M -$1.03M -7,319 -10%
BFO
719
Boston Family Office
Massachusetts
$10.4M -$146K -1,041 -1%
VAS
720
Vestmark Advisory Solutions
Massachusetts
$10.4M +$473K +3,371 +5%
MAM
721
Magellan Asset Management
Australia
$10.3M -$249K -1,773 -3%
LRPA
722
L. Roy Papp & Associates
Arizona
$10.3M -$109K -780 -1%
CAL
723
Capital Analysts LLC
Pennsylvania
$10.3M +$344K +2,452 +4%
MAM
724
Mastrapasqua Asset Management
Tennessee
$10.3M +$227K +1,616 +2%
ANBT
725
American National Bank & Trust
Texas
$10.2M +$3.92K +28 +0%

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.