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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
AAF
1001
Andra AP-fonden
Sweden
$5.85M -$1.79M -12,800 -25%
PT
1002
Plimoth Trust
Massachusetts
$5.84M -$32.9K -235 -0.6%
TCA
1003
Transcend Capital Advisors
New Jersey
$5.84M -$57.6K -411 -1%
IIC
1004
Ironwood Investment Counsel
Arizona
$5.82M -$122K -868 -2%
DSAM
1005
Dock Street Asset Management
Florida
$5.81M +$109K +776 +2%
TLP
1006
Trinity Legacy Partners
Texas
$5.8M +$274K +1,954 +5%
AF
1007
Arrow Financial
New York
$5.8M -$16.7K -119 -0.3%
MBI
1008
Montrusco Bolton Investments
Quebec, Canada
$5.79M -$106K -758 -2%
AMIM
1009
Aull & Monroe Investment Management
Alabama
$5.79M -$115K -820 -2%
MCP
1010
Martin Capital Partners
Oregon
$5.79M +$196K +1,401 +4%
CW
1011
CreativeOne Wealth
Kansas
$5.78M +$576K +4,106 +12%
FTC
1012
Farmers Trust Company
Ohio
$5.74M -$33.9K -242 -0.6%
PI
1013
Pettee Investors
Connecticut
$5.73M +$140 +1 +0%
DIA
1014
Dana Investment Advisors
Wisconsin
$5.73M -$186K -1,330 -3%
GAM
1015
Griffin Asset Management
New York
$5.73M -$7.85K -56 -0.1%
AUB
1016
Atlantic Union Bankshares
Virginia
$5.72M -$120K -854 -2%
NHT
1017
New Hampshire Trust
New Hampshire
$5.71M +$5.28M +37,672 New
ET
1018
Equitable Trust
Tennessee
$5.69M -$471K -3,360 -8%
CFGS
1019
Concourse Financial Group Securities
Alabama
$5.67M +$255K +1,821 +5%
RCAG
1020
Rehmann Capital Advisory Group
Michigan
$5.65M -$88.3K -630 -2%
SWM
1021
Silverlake Wealth Management
Vermont
$5.64M +$26.6K +190 +0.5%
TWM
1022
Thrive Wealth Management
Pennsylvania
$5.63M +$3.33M +23,779 +178%
CCG
1023
Chatham Capital Group
Georgia
$5.63M -$745K -5,312 -13%
AIM
1024
Anchor Investment Management
South Carolina
$5.63M +$35.7K +255 +0.7%
MAS
1025
Meeder Advisory Services
Ohio
$5.62M +$5.2M +37,072 New

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.