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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
IFAM
1126
Institutional & Family Asset Management
Colorado
$4.67M +$36.9K +263 +0.9%
CCC
1127
Chelsea Counsel Company
California
$4.66M +$51.2K +365 +1%
SWM
1128
SeaCrest Wealth Management
New York
$4.65M +$77.9K +556 +2%
BAM
1129
Belpointe Asset Management
Nevada
$4.64M -$432K -3,083 -9%
EWM
1130
Endurance Wealth Management
Rhode Island
$4.62M -$26.6K -190 -0.6%
AAMA
1131
Advanced Asset Management Advisors
Ohio
$4.59M +$280 +2 +0%
PAM
1132
Pegasus Asset Management
New York
$4.59M +$40.4K +288 +1%
PMIA
1133
Patrick Mauro Investment Advisor
Illinois
$4.58M -$9.81K -70 -0.2%
WI
1134
Wahed Invest
New York
$4.58M +$442K +3,153 +12%
DLCIG
1135
D.L. Carlson Investment Group
New Hampshire
$4.58M -$208K -1,487 -5%
CAM
1136
Cypress Asset Management
Texas
$4.58M -$145K -1,035 -3%
SXL
1137
Summit X LLC
Missouri
$4.57M +$42.6K +304 +1%
HWAM
1138
Hennion & Walsh Asset Management
New Jersey
$4.56M +$653K +4,660 +18%
NL
1139
NWAM LLC
Washington
$4.56M -$2.57M -18,336 -38%
WCM
1140
Whitener Capital Management
North Carolina
$4.55M +$140 +1 +0%
BFA
1141
Bill Few Associates
Pennsylvania
$4.55M +$117K +834 +3%
FTA
1142
Financial & Tax Architects
Missouri
$4.54M -$215K -1,533 -5%
SWS
1143
SYSTM Wealth Solutions
Illinois
$4.54M +$4.2M +29,948 New
CCFCSB
1144
Cape Cod Five Cents Savings Bank
Massachusetts
$4.54M -$989K -7,056 -19%
IBOK
1145
Independence Bank of Kentucky
Kentucky
$4.53M -$638K -4,553 -13%
SL
1146
Summitry LLC
California
$4.53M +$236K +1,685 +6%
BMCM
1147
Bryn Mawr Capital Management
Pennsylvania
$4.52M +$3.58M +25,538 +594%
PA
1148
Procyon Advisors
Connecticut
$4.52M +$1.05M +7,473 +33%
CPIA
1149
Cornell Pochily Investment Advisors
New York
$4.52M -$8.13K -58 -0.2%
WG
1150
Winton Group
United Kingdom
$4.52M +$922K +6,580 +28%

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.