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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
PP
976
Prospector Partners
Connecticut
$6.17M
IAS
977
IMA Advisory Services
Colorado
$6.15M
Capital Fund Management (CFM)
978
Capital Fund Management (CFM)
France
$6.12M +$5.66M +40,362 New
SMC
979
Smith, Moore & Co
Missouri
$6.09M +$781K +5,569 +16%
MPAM
980
Murphy Pohlad Asset Management
Minnesota
$6.07M +$16.1K +115 +0.3%
YIA
981
YHB Investment Advisors
Connecticut
$6.05M -$51K -364 -0.9%
MGIA
982
Moneta Group Investment Advisors
Missouri
$6.04M +$361K +2,573 +6%
TMAM
983
Tokio Marine Asset Management
Japan
$6.02M +$477K +3,401 +9%
SAM
984
SP Asset Management
California
$6.01M -$27.1K -193 -0.5%
SFA
985
Semmax Financial Advisors
North Carolina
$6.01M -$85K -606 -1%
ALAM
986
Asahi Life Asset Management
Japan
$6.01M -$1.43M -10,215 -20%
SWIG
987
Strategic Wealth Investment Group
Kentucky
$6M +$1.21M +8,616 +27%
BST
988
Bath Savings Trust
Maine
$5.99M -$58.9K -420 -1%
FCIM
989
Fairview Capital Investment Management
California
$5.98M +$28.7K +205 +0.5%
KWA
990
Kellett Wealth Advisors
Ohio
$5.96M -$11.1K -79 -0.2%
BB
991
Berkshire Bank
Massachusetts
$5.96M -$703K -5,012 -11%
JWCA
992
J.W. Cole Advisors
Florida
$5.95M -$84K -599 -2%
SHFA
993
SC&H Financial Advisors
Maryland
$5.94M -$30.7K -219 -0.6%
SCP
994
Sandhill Capital Partners
New York
$5.94M -$447K -3,187 -8%
FFL
995
Financial Freedom LLC
Ohio
$5.94M +$5.49M +39,165 New
JIP
996
Jaffetilchin Investment Partners
Florida
$5.93M -$155K -1,103 -3%
CRI
997
Commonwealth Retirement Investments
Virginia
$5.92M +$5.48M +39,078 New
RPC
998
Rossmore Private Capital
Connecticut
$5.9M -$402K -2,868 -7%
SFO
999
Stokes Family Office
Louisiana
$5.9M +$535K +3,813 +11%
BRM
1000
Boston Research & Management
Massachusetts
$5.87M +$121K +860 +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.