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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
HFM
1076
Hartford Financial Management
Connecticut
$5.15M -$11.3K -72 -0.2%
THWM
1077
Taylor Hoffman Wealth Management
Virginia
$5.15M +$49.8K +318 +1%
RIG
1078
Roosevelt Investment Group
New York
$5.13M -$43.8K -280 -0.8%
SFA
1079
Semmax Financial Advisors
North Carolina
$5.12M +$426K +2,726 +9%
CAAS
1080
Capital Asset Advisory Services
Michigan
$5.11M +$657K +4,198 +14%
SIC
1081
Sigma Investment Counselors
Michigan
$5.1M -$20.2K -129 -0.4%
PP
1082
Patron Partners
Texas
$5.1M +$1.41K +9 +0%
BCCM
1083
Bridge Creek Capital Management
Massachusetts
$5.1M -$4.41M -28,197 -46%
WPW
1084
Waldron Private Wealth
Pennsylvania
$5.1M +$175K +1,119 +3%
WTA
1085
Washington Trust Advisors
Massachusetts
$5.09M -$103K -661 -2%
BCM
1086
Bancreek Capital Management
California
$5.09M +$1.72M +10,972 +49%
DCM
1087
Dupont Capital Management
Delaware
$5.08M -$859K -5,491 -14%
PBC
1088
Pavion Blue Capital
California
$5.07M +$188K +1,200 +4%
BP
1089
Ballentine Partners
Massachusetts
$5.07M +$799K +5,104 +18%
FAIM
1090
Financial Advocates Investment Management
Washington
$5.07M +$115K +734 +2%
CW
1091
Connectus Wealth
Ohio
$5.05M -$484K -3,091 -9%
BFG
1092
Barber Financial Group
Kansas
$5.04M +$207K +1,326 +4%
CAM
1093
Cypress Asset Management
Texas
$5.02M -$688K -4,400 -12%
CIAS
1094
Capital Investment Advisory Services
North Carolina
$5.02M -$793K -5,068 -13%
LCP
1095
Legacy Capital Partners
Wisconsin
$5.01M -$7.04K -45 -0.1%
OLA
1096
Oliver Luxxe Assets
New Jersey
$5M +$4.59M +29,334 +862%
CAM
1097
Close Asset Management
United Kingdom
$4.98M
CWM
1098
C2C Wealth Management
Arizona
$4.96M -$7.82K -50 -0.2%
QIM
1099
Quest Investment Management
Oregon
$4.95M +$5.06M +32,366 New
MCWS
1100
McKinley Carter Wealth Services
West Virginia
$4.91M +$306K +1,956 +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.