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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
BWP
1201
BSW Wealth Partners
Colorado
$4.2M -$164K -1,167 -4%
WAS
1202
WESPAC Advisors SoCal
California
$4.18M +$59.4K +424 +2%
BCM
1203
Brookmont Capital Management
Texas
$4.18M -$120K -857 -3%
SFG
1204
SevenBridge Financial Group
Pennsylvania
$4.18M +$61.5K +439 +2%
LPIC
1205
LeJeune Puetz Investment Counsel
Michigan
$4.18M +$42.1K +300 +1%
THWM
1206
Taylor Hoffman Wealth Management
Virginia
$4.17M -$762K -5,436 -16%
EM
1207
Excalibur Management
Massachusetts
$4.17M +$23.6K +168 +0.6%
MIP
1208
Marietta Investment Partners
Wisconsin
$4.17M -$25.2K -180 -0.7%
SEP
1209
Southland Equity Partners
Missouri
$4.16M -$7.15K -51 -0.2%
GC
1210
Grimes & Company
Massachusetts
$4.14M -$69.7K -497 -2%
RAG
1211
RIA Advisory Group
Iowa
$4.14M +$3.9M +27,823 New
NFG
1212
Nations Financial Group
Iowa
$4.13M +$1.42M +10,156 +59%
KLWA
1213
Kelly Lawrence W & Associates
California
$4.12M
SG
1214
Stonnington Group
California
$4.1M -$444K -3,169 -11%
KFBMI
1215
Kentucky Farm Bureau Mutual Insurance
Kentucky
$4.09M
COI
1216
Connable Office Inc
Michigan
$4.09M
PFS
1217
Physicians Financial Services
North Carolina
$4.09M -$4.77K -34 -0.1%
ESBC
1218
E.S. Barr & Co
Kentucky
$4.09M -$21K -150 -0.6%
HCA
1219
Horan Capital Advisors
Ohio
$4.08M -$586K -4,183 -13%
YWP
1220
YorkBridge Wealth Partners
New York
$4.08M -$95K -678 -2%
MIC
1221
Means Investment Company
Maine
$4.08M +$19.3K +138 +0.5%
CNFG
1222
Creegan & Nassoura Financial Group
New Hampshire
$4.08M -$701 -5 -0%
FB
1223
Fulton Bank
Pennsylvania
$4.08M -$5.33K -38 -0.1%
SW
1224
SteelPeak Wealth
California
$4.07M -$8.44M -60,207 -69%
DFG
1225
Delta Financial Group
New Jersey
$4.06M +$3.7M +26,365 New

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.