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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
HWAM
1251
Hennion & Walsh Asset Management
New Jersey
$4.02M -$106K -677 -3%
BOTW
1252
Bank of the West
California
$4.02M -$84K -537 -2%
EFI
1253
EHP Funds Inc
Canada
$4.02M +$4.12M +26,320 New
MFG
1254
Merit Financial Group
Georgia
$4.01M +$2.25M +14,372 +121%
BOPW
1255
Brandywine Oak Private Wealth
Pennsylvania
$4M +$70.1K +448 +2%
AP
1256
Atwood & Palmer
Missouri
$3.98M -$15.6K -100 -0.4%
BCA
1257
Bay Colony Advisors
Massachusetts
$3.98M +$1.09M +6,976 +37%
MWM
1258
Minot Wealth Management
Massachusetts
$3.98M +$74K +473 +2%
NP
1259
NorthRock Partners
Minnesota
$3.98M -$631K -4,035 -13%
BDWM
1260
Brewin Dolphin Wealth Management
Ireland
$3.98M
LPIC
1261
LeJeune Puetz Investment Counsel
Michigan
$3.97M -$86K -550 -2%
IAN
1262
Integrated Advisors Network
Texas
$3.96M +$1.46M +9,364 +56%
ECG
1263
Edge Capital Group
Georgia
$3.96M +$60.5K +387 +2%
YWP
1264
YorkBridge Wealth Partners
New York
$3.94M +$54.3K +347 +1%
CHAM
1265
Clear Harbor Asset Management
Connecticut
$3.94M +$19.6K +125 +0.5%
BCFD
1266
Boit C.F. David
$3.93M -$51.9K -332 -1%
DPIM
1267
Duff & Phelps Investment Management
Illinois
$3.93M -$70.4K -450 -2%
KWMG
1268
King Wealth Management Group
Florida
$3.91M +$209K +1,338 +6%
PFC
1269
Poplar Forest Capital
California
$3.9M
DW
1270
Domani Wealth
Pennsylvania
$3.89M
CB
1271
CNB Bank
Pennsylvania
$3.89M -$3.13K -20 -0.1%
SF
1272
Symphony Financial
Texas
$3.87M +$832K +5,317 +28%
CWS
1273
Confluence Wealth Services
Pennsylvania
$3.85M -$113K -723 -3%
RWM
1274
Ritholtz Wealth Management
New York
$3.85M +$185K +1,180 +5%
PP
1275
Patten & Patten
Tennessee
$3.84M -$32.7K -209 -0.8%

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.