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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
NAM
1026
NTV Asset Management
West Virginia
$5.61M +$14.4K +103 +0.3%
CC
1027
Chicago Capital
Illinois
$5.59M -$16.1K -115 -0.3%
CWP
1028
Cyndeo Wealth Partners
Florida
$5.59M +$5.17M +36,874 New
CIAS
1029
Capital Investment Advisory Services
North Carolina
$5.56M +$240K +1,711 +5%
CAAS
1030
Capital Asset Advisory Services
Michigan
$5.55M +$349K +2,489 +7%
Koshinski Asset Management
1031
Koshinski Asset Management
Illinois
$5.51M -$78.5K -560 -2%
BC
1032
Brookfield Corp
Ontario, Canada
$5.5M +$5.08M +36,271 New
AWE
1033
Avidian Wealth Enterprises
Texas
$5.47M +$748K +5,337 +17%
DWM
1034
Darwin Wealth Management
Florida
$5.47M -$741K -5,287 -13%
AT
1035
American Trust
Kentucky
$5.46M -$129K -919 -2%
CICI
1036
Capital Investment Counsel Inc
North Carolina
$5.46M +$382K +2,727 +8%
PPW
1037
Parcion Private Wealth
Washington
$5.46M -$104K -739 -2%
GRQ
1038
Gardner Russo & Quinn
Pennsylvania
$5.45M +$124K +886 +3%
SAM
1039
Smithbridge Asset Management
Pennsylvania
$5.44M -$5.19K -37 -0.1%
PWM
1040
Perigon Wealth Management
California
$5.44M +$1.08M +7,737 +27%
PL
1041
Plancorp LLC
Missouri
$5.44M -$6.73K -48 -0.1%
MJB
1042
Mark J. Bradley
$5.41M -$28.7K -205 -0.6%
CT
1043
Coastline Trust
Rhode Island
$5.4M -$104K -742 -2%
NW
1044
NewEdge Wealth
Pennsylvania
$5.4M -$9.75M -69,553 -66%
WMSA
1045
Weiss Multi-Strategy Advisers
New York
$5.4M -$13.3M -95,176 -73%
JCM
1046
Jacobi Capital Management
Pennsylvania
$5.38M +$22.6K +161 +0.5%
VWA
1047
V Wealth Advisors
Kansas
$5.36M -$1.92M -13,679 -28%
FA
1048
Financial Avengers
California
$5.35M -$16.4K -117 -0.3%
KFGK
1049
Keystone Financial Group (Kentucky)
Kentucky
$5.35M -$1.82K -13 -0%
OHWA
1050
Oak Hill Wealth Advisors
Virginia
$5.33M +$4.93M +35,143 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.