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Procter & Gamble

3,196 hedge funds and large institutions have $192B invested in Procter & Gamble in 2022 Q3 according to their latest regulatory filings, with 117 funds opening new positions, 1,484 increasing their positions, 1,201 reducing their positions, and 131 closing their positions.

New
Increased
Maintained
Reduced
Closed

35% more call options, than puts

Call options by funds: $2.14B | Put options by funds: $1.58B

24% more repeat investments, than reductions

Existing positions increased: 1,484 | Existing positions reduced: 1,201

0.33% less ownership

Funds ownership: 64.02%63.7% (-0.33%)

2% less funds holding

Funds holding: 3,2553,196 (-59)

11% less first-time investments, than exits

New positions opened: 117 | Existing positions closed: 131

13% less capital invested

Capital invested by funds: $220B → $192B (-$27.8B)

21% less funds holding in top 10

Funds holding in top 10: 322253 (-69)

Holders
3,196
Holders Change
-59
Holders Change %
-1.81%
% of All Funds
55.05%
Holding in Top 10
253
Holding in Top 10 Change
-69
Holding in Top 10 Change %
-21.43%
% of All Funds
4.36%
New
117
Increased
1,484
Reduced
1,201
Closed
131
Calls
$2.14B
Puts
$1.58B
Net Calls
+$561M
Net Calls Change
+$109M
Name Holding Trade Value Shares
Change
Change in
Stake
IBOK
1076
Independence Bank of Kentucky
Kentucky
$4.35M -$17.2K -121 -0.3%
RWM
1077
Ritholtz Wealth Management
New York
$4.32M +$1.51M +10,657 +45%
LFAS
1078
Level Four Advisory Services
Texas
$4.3M -$460K -3,238 -9%
CW
1079
CreativeOne Wealth
Kansas
$4.3M +$590K +4,155 +14%
FBT
1080
First Bankers Trust
Kentucky
$4.28M +$150K +1,054 +3%
CAAS
1081
Capital Asset Advisory Services
Michigan
$4.27M +$123K +868 +3%
SIC
1082
Sigma Investment Counselors
Michigan
$4.27M -$19.9K -140 -0.4%
SIM
1083
Stratos Investment Management
Ohio
$4.26M -$301K -2,116 -6%
MSAM
1084
Moloney Securities Asset Management
Missouri
$4.26M +$19.7K +139 +0.4%
BAM
1085
Belpointe Asset Management
Nevada
$4.25M +$276K +1,943 +6%
5L
1086
55I LLC
Massachusetts
$4.24M +$2.52M +17,752 +112%
EP
1087
Eudaimonia Partners
Tennessee
$4.22M -$121K -850 -2%
CT
1088
Colonial Trust
South Carolina
$4.22M +$4.75M +33,426 New
AC
1089
Avestar Capital
New York
$4.22M +$31.3K +220 +0.7%
CICI
1090
Capital Investment Counsel Inc
North Carolina
$4.21M -$197K -1,390 -4%
GIM
1091
Goelzer Investment Management
Indiana
$4.21M +$140K +984 +3%
FTA
1092
Financial & Tax Architects
Missouri
$4.21M +$383K +2,697 +9%
TFM
1093
TFC Financial Management
Massachusetts
$4.19M -$139K -980 -3%
BFG
1094
Barber Financial Group
Kansas
$4.19M +$67.5K +475 +1%
RIG
1095
Roosevelt Investment Group
New York
$4.19M -$51.6K -363 -1%
PBC
1096
Pavion Blue Capital
California
$4.19M -$6.82K -48 -0.1%
DRD
1097
Dennis R. Delaney
$4.19M +$4.71M +33,170 New
CFG
1098
Citizens Financial Group
Rhode Island
$4.16M -$26.8K -189 -0.6%
THWM
1099
Taylor Hoffman Wealth Management
Virginia
$4.16M +$38.4K +270 +0.8%
JGIA
1100
Jackson Grant Investment Advisers
Connecticut
$4.16M -$7.39K -52 -0.2%

PG Hedge Fund Activity: Q3 2022 in Review

3,196 of the 5,806 institutional investors tracked by Wall St. Rank reported a position in Procter & Gamble (PG) for Q3 2022, worth a combined $192B — down 13% from $220B a quarter earlier.

Sellers outnumbered buyers: 131 funds closed out of PG and 117 opened new positions — a net loss of 14 holders — while 1,201 trimmed existing stakes and 1,484 added.

The largest buyer was Janus Henderson Group, adding an estimated $954M. The largest seller was GQG Partners, cutting an estimated $798M.

  • 3,196 institutional investors held Procter & Gamble (PG) as of Q3 2022, down from 3,255 in Q2 2022.
  • Funds reported $192B of Procter & Gamble stock for Q3 2022, down 13% quarter-over-quarter.
  • 117 funds opened new Procter & Gamble positions in Q3 2022 and 131 closed out, a net change of -14 holders.
  • The largest Procter & Gamble buyer in Q3 2022 was Janus Henderson Group, an estimated $954M added.
  • The largest Procter & Gamble seller in Q3 2022 was GQG Partners, an estimated $798M sold.

Based on aggregated 13F filings for Q3 2022.