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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
SIC
1076
Sigma Investment Counselors
Michigan
$5.07M -$47.9K -342 -1%
VWM
1077
Valley Wealth Managers
New Jersey
$5.07M -$409K -2,915 -8%
SIA
1078
Soltis Investment Advisors
Utah
$5.06M +$649K +4,630 +16%
FDCC
1079
Foster Dykema Cabot & Co
Massachusetts
$5.04M -$1.1M -7,837 -19%
DRD
1080
Dennis R. Delaney
$5.03M -$1.4K -10 -0%
CT
1081
Colonial Trust
South Carolina
$5.02M -$40K -285 -0.9%
RDWM
1082
Red Door Wealth Management
Tennessee
$5.01M +$344K +2,451 +8%
PBC
1083
Pavion Blue Capital
California
$5.01M -$21.9K -156 -0.5%
ECM
1084
Exchange Capital Management
Michigan
$4.98M +$54.7K +390 +1%
AAMU
1085
AEGON Asset Management (UK)
United Kingdom
$4.98M +$986K +7,036 +27%
PIA
1086
Petredis Investment Advisors
Pennsylvania
$4.98M +$4.6M +32,834 New
MCWS
1087
McKinley Carter Wealth Services
West Virginia
$4.97M +$114K +811 +3%
RWP
1088
Ridgecrest Wealth Partners
California
$4.96M
CWM
1089
Chronos Wealth Management
Florida
$4.94M +$89.9K +641 +2%
TFM
1090
TFC Financial Management
Massachusetts
$4.93M -$95.7K -683 -2%
IMCOOI
1091
Investment Management Corp of Ontario (IMCO)
Canada
$4.92M +$4.55M +32,488 New
JGIA
1092
Jackson Grant Investment Advisers
Connecticut
$4.89M -$88.5K -631 -2%
RGI
1093
River Global Investors
United Kingdom
$4.89M -$3.37M -24,020 -43%
HFM
1094
Hartford Financial Management
Connecticut
$4.89M -$49.1K -350 -1%
GA
1095
GFS Advisors
Texas
$4.87M +$175K +1,250 +4%
TAM
1096
Thematics Asset Management
France
$4.87M +$4.5M +32,116 New
ADL
1097
Asset Dedication LLC
California
$4.85M +$266K +1,894 +6%
TC
1098
Telemus Capital
Michigan
$4.85M +$65K +464 +1%
BCCM
1099
Bridge Creek Capital Management
Massachusetts
$4.85M +$31.8K +227 +0.7%
PAI
1100
Pittenger & Anderson Inc
Nebraska
$4.82M +$27.3K +195 +0.6%

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.