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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
NEAM
776
New England Asset Management
Connecticut
$9.21M -$256K -1,828 -3%
CPA
777
Court Place Advisors
Maryland
$9.2M +$10.2K +73 +0.1%
JIC
778
Joel Isaacson & Co
New York
$9.18M -$181K -1,289 -2%
LS
779
Livforsakringsbolaget Skandia
Sweden
$9.17M
PIM
780
Penobscot Investment Management
Massachusetts
$9.17M -$10.8K -77 -0.1%
RWM
781
Rench Wealth Management
Texas
$9.12M +$61.7K +440 +0.7%
KFP
782
KMG Fiduciary Partners
Ohio
$9.11M +$128K +912 +2%
SA
783
Strategic Advisors
New York
$9.11M +$678K +4,833 +9%
EWM
784
Edge Wealth Management
New York
$9.09M -$636K -4,537 -7%
BGP
785
BrandyTrust Global Partners
Delaware
$9.05M
WJWM
786
Williams Jones Wealth Management
New York
$8.99M -$154K -1,096 -2%
FPB
787
First PREMIER Bank
South Dakota
$8.98M -$19.5K -139 -0.2%
GAB
788
German American Bancorp
Indiana
$8.98M +$29.2K +208 +0.4%
MBTD
789
Mechanics Bank - Trust Department
California
$8.96M +$61.1K +436 +0.7%
EWA
790
EP Wealth Advisors
California
$8.93M -$309K -2,206 -4%
TF
791
Talbot Financial
Washington
$8.88M +$8.21M +58,582 New
NME
792
Notis-McConarty Edward
$8.88M +$46.1K +329 +0.6%
CC
793
Cannell & Co
New York
$8.88M -$84.1K -600 -1%
CAM
794
Cidel Asset Management
Ontario, Canada
$8.87M -$20.6M -147,002 -72%
SGA
795
Strategic Global Advisors
California
$8.83M -$609K -4,346 -7%
LC
796
LCNB Corp
Ohio
$8.82M +$2.8K +20 +0%
DWM
797
Destination Wealth Management
California
$8.82M -$64.8K -462 -0.8%
III
798
Independent Investors Inc
New York
$8.81M -$168K -1,200 -2%
RIA
799
Realta Investment Advisors
Delaware
$8.8M -$111K -791 -1%
EFS
800
Essex Financial Services
Connecticut
$8.79M -$202K -1,439 -2%

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.