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Procter & Gamble

3,290 hedge funds and large institutions have $235B invested in Procter & Gamble in 2022 Q1 according to their latest regulatory filings, with 172 funds opening new positions, 1,453 increasing their positions, 1,275 reducing their positions, and 131 closing their positions.

New
Increased
Maintained
Reduced
Closed

31% more first-time investments, than exits

New positions opened: 172 | Existing positions closed: 131

20% more call options, than puts

Call options by funds: $2.29B | Put options by funds: $1.92B

14% more repeat investments, than reductions

Existing positions increased: 1,453 | Existing positions reduced: 1,275

0.55% more ownership

Funds ownership: 64%64.56% (+0.55%)

0% more funds holding

Funds holding: 3,2903,290 (0)

7% less capital invested

Capital invested by funds: $252B → $235B (-$16.9B)

11% less funds holding in top 10

Funds holding in top 10: 284252 (-32)

Holders
3,290
Holders Change
Holders Change %
0%
% of All Funds
51.88%
Holding in Top 10
252
Holding in Top 10 Change
-32
Holding in Top 10 Change %
-11.27%
% of All Funds
3.97%
New
172
Increased
1,453
Reduced
1,275
Closed
131
Calls
$2.29B
Puts
$1.92B
Net Calls
+$375M
Net Calls Change
-$46.7M
Name Holding Trade Value Shares
Change
Change in
Stake
PPW
1026
Parcion Private Wealth
Washington
$5.67M -$1.06M -6,783 -15%
Kovitz Investment Group Partners
1027
Kovitz Investment Group Partners
Illinois
$5.67M -$1.01M -6,468 -15%
SG
1028
Swarthmore Group
Pennsylvania
$5.67M -$58.7K -375 -1%
NAM
1029
NTV Asset Management
West Virginia
$5.66M
EP
1030
Eudaimonia Partners
Tennessee
$5.64M +$5.77M +36,894 New
SFO
1031
Stokes Family Office
Louisiana
$5.62M +$626 +4 +0%
WJWM
1032
Williams Jones Wealth Management
New York
$5.61M +$1.64M +10,471 +40%
CC
1033
Chicago Capital
Illinois
$5.59M -$68.2K -436 -1%
WWM
1034
Western Wealth Management
Colorado
$5.58M +$2.92M +18,636 +104%
RFM
1035
Royal Fund Management
Florida
$5.57M -$209K -1,334 -4%
TLP
1036
Trinity Legacy Partners
Texas
$5.57M +$115K +737 +2%
AIM
1037
Anchor Investment Management
South Carolina
$5.56M +$381K +2,436 +7%
RCAG
1038
Rehmann Capital Advisory Group
Michigan
$5.55M +$117K +751 +2%
LFAS
1039
Level Four Advisory Services
Texas
$5.54M +$723K +4,619 +15%
MYLI
1040
Meiji Yasuda Life Insurance
Japan
$5.54M -$547K -3,495 -9%
AB
1041
Atlas Brown
Kentucky
$5.53M -$17.1K -109 -0.3%
BRM
1042
Boston Research & Management
Massachusetts
$5.52M -$1.48M -9,476 -21%
DACS
1043
Dymon Asia Capital (Singapore)
Singapore
$5.51M +$5.64M +36,067 New
SWM
1044
Silverlake Wealth Management
Vermont
$5.49M +$59.6K +381 +1%
MJB
1045
Mark J. Bradley
$5.48M -$97.6K -624 -2%
EH
1046
Equitable Holdings
New York
$5.48M +$791K +5,053 +16%
BWM
1047
BerganKDV Wealth Management
Minnesota
$5.46M +$67.7K +433 +1%
BRWM
1048
B. Riley Wealth Management
Tennessee
$5.44M -$334K -2,134 -6%
JFGIW
1049
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$5.43M +$217K +1,390 +4%
FAM
1050
Fred Alger Management
New York
$5.42M +$310K +1,980 +6%

PG Hedge Fund Activity: Q1 2022 in Review

3,290 of the 6,341 institutional investors tracked by Wall St. Rank reported a position in Procter & Gamble (PG) for Q1 2022, worth a combined $235B — down 6.7% from $252B a quarter earlier.

Buyers outnumbered sellers: 172 funds opened new PG positions and 131 closed out — a net gain of 41 holders — while 1,453 added to existing stakes and 1,275 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $1.01B. The largest seller was Morgan Stanley, cutting an estimated $781M.

  • 3,290 institutional investors held Procter & Gamble (PG) as of Q1 2022, unchanged from Q4 2021.
  • Funds reported $235B of Procter & Gamble stock for Q1 2022, down 6.7% quarter-over-quarter.
  • 172 funds opened new Procter & Gamble positions in Q1 2022 and 131 closed out, a net change of +41 holders.
  • The largest Procter & Gamble buyer in Q1 2022 was T. Rowe Price Associates, an estimated $1.01B added.
  • The largest Procter & Gamble seller in Q1 2022 was Morgan Stanley, an estimated $781M sold.

Based on aggregated 13F filings for Q1 2022.