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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
BMC
1101
Beaton Management Company
Massachusetts
$4.9M
SXL
1102
Summit X LLC
Missouri
$4.9M +$54K +345 +1%
ECM
1103
Estabrook Capital Management
New York
$4.89M -$40.8K -261 -0.8%
FBT
1104
First Bankers Trust
Kentucky
$4.88M -$13.1K -84 -0.3%
FHA
1105
Flagship Harbor Advisors
Massachusetts
$4.87M +$80.1K +512 +2%
NPT
1106
Nixon Peabody Trust
Massachusetts
$4.87M -$733K -4,687 -13%
DSAM
1107
Dock Street Asset Management
Florida
$4.87M +$1.04M +6,676 +27%
MWM
1108
Mission Wealth Management
California
$4.86M +$351K +2,246 +8%
DWM
1109
Dakota Wealth Management
Florida
$4.86M +$1.24M +7,945 +33%
CNBTD
1110
Citizens National Bank Trust Department
Mississippi
$4.84M -$97.8K -625 -2%
MMHP
1111
Murphy Middleton Hinkle & Parker
Georgia
$4.84M -$9.23K -59 -0.2%
NCM
1112
Northwest Capital Management
Oregon
$4.83M
AC
1113
Avestar Capital
New York
$4.82M +$88.5K +566 +2%
IA
1114
IFG Advisory
Georgia
$4.8M -$392K -2,508 -7%
RWP
1115
Ridgecrest Wealth Partners
California
$4.8M -$31.3K -200 -0.6%
SFI
1116
Susquehanna Fundamental Investments
Pennsylvania
$4.8M
EWA
1117
EP Wealth Advisors
California
$4.79M -$111K -710 -2%
FMWA
1118
Forvis Mazars Wealth Advisors
Missouri
$4.78M -$213K -1,359 -4%
HCA
1119
Horan Capital Advisors
Ohio
$4.78M +$665K +4,253 +16%
CFG
1120
Citizens Financial Group
Rhode Island
$4.77M -$160K -1,025 -3%
GA
1121
GFS Advisors
Texas
$4.76M -$18.8K -120 -0.4%
MWM
1122
Modera Wealth Management
New Jersey
$4.75M +$200K +1,281 +4%
AWE
1123
Avidian Wealth Enterprises
Texas
$4.74M -$150K -958 -3%
AL
1124
Aspiriant LLC
California
$4.74M -$145K -928 -3%
STC
1125
Sarah T. Connolly
$4.74M +$54.6K +349 +1%

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.