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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
FIA
1376
Foundations Investment Advisors
Arizona
$3.18M +$744K +5,308 +34%
GCM
1377
Gables Capital Management
Florida
$3.18M -$21K -150 -0.7%
CWM
1378
Calamos Wealth Management
Illinois
$3.17M +$66.6K +475 +2%
DWMS
1379
Dominguez Wealth Management Solutions
Virginia
$3.17M +$2.94M +20,939 New
AWM
1380
Aries Wealth Management
Maine
$3.17M +$43.7K +312 +2%
MFFIA
1381
McIntyre, Freedman & Flynn Investment Advisers
Massachusetts
$3.17M +$2.93M +20,893 New
MBT
1382
Montecito Bank & Trust
California
$3.17M -$40.7K -290 -1%
CG
1383
Caprock Group
Idaho
$3.16M -$44K -314 -1%
AAM
1384
Auxier Asset Management
Oregon
$3.16M -$14K -100 -0.5%
TA
1385
TFG Advisers
Michigan
$3.16M +$23K +164 +0.8%
TA
1386
TFB Advisors
Kansas
$3.15M +$2.91M +20,780 New
GDP
1387
Great Diamond Partners
Maine
$3.14M -$493K -3,520 -15%
AFA
1388
AllGen Financial Advisors
Florida
$3.13M +$1.13M +8,046 +64%
WTA
1389
Washington Trust Advisors
Massachusetts
$3.13M -$99.7K -711 -3%
SIA
1390
Strategic Investment Advisors
Michigan
$3.12M +$183K +1,305 +7%
OAM
1391
Oak Asset Management
California
$3.12M +$79.8K +569 +3%
CFG
1392
Cooper Financial Group
California
$3.11M +$33.5K +239 +1%
BG
1393
Bollard Group
Massachusetts
$3.1M -$168K -1,199 -6%
CI
1394
Capital International
California
$3.09M
MCM
1395
Mengis Capital Management
Oregon
$3.09M -$6.87K -49 -0.2%
LCM
1396
Leisure Capital Management
California
$3.08M +$1.12K +8 +0%
SIAG
1397
Signet Investment Advisory Group
Rhode Island
$3.07M +$64.9K +463 +2%
TFS
1398
TrustCore Financial Services
Tennessee
$3.07M -$36.7K -262 -1%
SIMM
1399
Stillwater Investment Management (Minnesota)
Minnesota
$3.07M +$17.8K +127 +0.6%
FFA
1400
First Foundation Advisors
California
$3.07M -$318K -2,267 -10%

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.