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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
HTI
1051
Hikari Tsushin Inc
Japan
$5.32M
BFA
1052
Benedict Financial Advisors
Georgia
$5.32M -$14.4K -103 -0.3%
CA
1053
Claro Advisors
Massachusetts
$5.32M +$2.57M +18,367 +110%
PCOC
1054
Power Corp of Canada
Canada
$5.28M
KFA
1055
Kapstone Financial Advisors
Ohio
$5.26M +$5.18M +36,972 New
FVWA
1056
Foster Victor Wealth Advisors
South Carolina
$5.24M +$304K +2,172 +7%
AC
1057
Avestar Capital
New York
$5.24M +$159K +1,132 +3%
AC
1058
Addenda Capital
Quebec, Canada
$5.23M -$62.8K -448 -1%
BWL
1059
Bogart Wealth LLC
Virginia
$5.23M +$4.45M +31,737 +1,140%
HAS
1060
HBW Advisory Services
California
$5.22M -$30.6K -218 -0.6%
BTWM
1061
Baker Tilly Wealth Management
Wisconsin
$5.22M +$306K +2,181 +7%
IAIM
1062
International Assets Investment Management
Florida
$5.21M +$1.99M +14,202 +70%
MSAM
1063
Moloney Securities Asset Management
Missouri
$5.17M +$50.6K +361 +1%
AB
1064
Atlas Brown
Kentucky
$5.16M -$320K -2,285 -6%
SIM
1065
Stratos Investment Management
Ohio
$5.16M +$41.4K +295 +0.9%
BFG
1066
Barber Financial Group
Kansas
$5.16M +$115K +819 +2%
FHA
1067
Flagship Harbor Advisors
Massachusetts
$5.15M -$168K -1,201 -3%
RFM
1068
Royal Fund Management
Florida
$5.14M +$173K +1,234 +4%
GIM
1069
Goelzer Investment Management
Indiana
$5.13M +$74.6K +532 +2%
MWM
1070
Madison Wealth Management
Ohio
$5.12M +$348K +2,480 +8%
CI
1071
CX Institutional
Indiana
$5.11M +$185K +1,320 +4%
FI
1072
Fosun International
China
$5.11M +$392K +2,797 +9%
JWM
1073
Jessup Wealth Management
Ohio
$5.1M +$4.71M +33,619 New
FBT
1074
First Bankers Trust
Kentucky
$5.09M -$46.8K -334 -1%
PWP
1075
Private Wealth Partners
California
$5.08M +$718K +5,120 +18%

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.