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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
NA
1351
Navellier & Associates
Nevada
$3.32M +$200K +1,426 +7%
CPIG
1352
Chicago Partners Investment Group
Illinois
$3.31M +$138K +986 +4%
BOPW
1353
Brandywine Oak Private Wealth
Pennsylvania
$3.31M -$438K -3,124 -13%
DLA
1354
Douglas Lane & Associates
New York
$3.3M -$70.9K -506 -2%
FWTB
1355
First Western Trust Bank
Colorado
$3.3M +$336K +2,400 +12%
WSCM
1356
Wellington Shields Capital Management
New York
$3.29M
CA
1357
CoreCap Advisors
Michigan
$3.29M +$109K +775 +4%
SMFG
1358
Sumitomo Mitsui Financial Group
Japan
$3.27M -$125K -895 -4%
MCM
1359
MV Capital Management
Maryland
$3.26M +$19.5K +139 +0.6%
DA
1360
Dillon & Associates
Michigan
$3.26M -$14K -100 -0.5%
KIG
1361
Kennedy Investment Group
New Jersey
$3.26M +$3.02M +21,508 New
BCP
1362
Blue Chip Partners
Michigan
$3.26M +$57.3K +409 +2%
FWP
1363
FAS Wealth Partners
Kansas
$3.26M +$182K +1,295 +6%
PBO
1364
Peoples Bank (Ohio)
Ohio
$3.25M -$45K -321 -1%
ACM
1365
Ardent Capital Management
Ohio
$3.24M -$1.26K -9 -0%
EWM
1366
Empirical Wealth Management
Washington
$3.24M -$131K -932 -4%
WWM
1367
Western Wealth Management
Colorado
$3.24M -$2.72M -19,432 -48%
CFFP
1368
Center for Financial Planning
Michigan
$3.24M -$129K -922 -4%
IF
1369
Intrua Financial
Texas
$3.23M +$272K +1,938 +9%
AAM
1370
Aureus Asset Management
Massachusetts
$3.22M +$28.7K +205 +1%
ZF
1371
Zhang Financial
Michigan
$3.21M
BBA
1372
Baader Bank Aktiengesellschaft
Germany
$3.21M -$2.79M -19,890 -48%
NDSI
1373
Newman Dignan & Sheerar Inc
Rhode Island
$3.2M +$561 +4 +0%
CYG
1374
Clean Yield Group
Vermont
$3.2M +$49.6K +354 +2%
TWP
1375
Total Wealth Planning
Ohio
$3.2M -$71.8K -512 -2%

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.