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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
LSA
1326
L & S Advisors
California
$3.54M -$82.1K -525 -2%
DLA
1327
Douglas Lane & Associates
New York
$3.52M -$387K -2,472 -10%
DFA
1328
Delta Financial Advisors
Louisiana
$3.52M -$28.5K -182 -0.8%
SAM
1329
Summit Asset Management
Tennessee
$3.5M +$2.35K +15 +0.1%
ETI
1330
Enterprise Trust & Investment
California
$3.5M -$93.9K -600 -3%
PA
1331
Procyon Advisors
Connecticut
$3.5M +$337K +2,157 +10%
ACM
1332
Argyle Capital Management
Pennsylvania
$3.49M -$141K -900 -4%
MCM
1333
Mengis Capital Management
Oregon
$3.49M -$546K -3,489 -13%
GAM
1334
Garrison Asset Management
Arkansas
$3.48M -$31K -198 -0.9%
CFMC
1335
Curbstone Financial Management Corp
New Hampshire
$3.48M +$21.9K +140 +0.6%
CW
1336
CreativeOne Wealth
Kansas
$3.48M +$996K +6,364 +39%
HIA
1337
Harbor Investment Advisory
Maryland
$3.48M +$60.9K +389 +2%
AAMU
1338
AEGON Asset Management (UK)
United Kingdom
$3.48M +$1.49M +9,496 +72%
GL
1339
Graypoint LLC
New York
$3.47M +$40.2K +257 +1%
PPW
1340
Pinnacle Private Wealth
Massachusetts
$3.47M -$96.8K -619 -3%
FFM
1341
Forum Financial Management
Illinois
$3.46M +$212K +1,356 +6%
RP
1342
Riverbridge Partners
Minnesota
$3.45M -$14.4K -92 -0.4%
ACP
1343
Aveo Capital Partners
Colorado
$3.44M -$70.4K -450 -2%
ACP
1344
Aviance Capital Partners
Florida
$3.43M -$2.03K -13 -0.1%
NMIFOAC
1345
National Mutual Insurance Federation of Agricultural Cooperatives
Japan
$3.42M
WFAG
1346
Wescott Financial Advisory Group
Pennsylvania
$3.42M +$11.3K +72 +0.3%
WJA
1347
Willis Johnson & Associates
Texas
$3.41M -$425K -2,715 -11%
FWM
1348
Finer Wealth Management
Massachusetts
$3.41M +$34.6K +221 +1%
MCM
1349
Manchester Capital Management
Vermont
$3.41M -$25.3K -162 -0.7%
TWP
1350
Total Wealth Planning
Ohio
$3.39M +$925K +5,915 +36%

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.