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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
LWA
1451
Lineweaver Wealth Advisors
Ohio
$2.94M +$196K +1,254 +7%
LCM
1452
Leisure Capital Management
California
$2.94M +$47.7K +305 +2%
ACM
1453
AlphaStar Capital Management
North Carolina
$2.94M +$850K +5,433 +39%
FEG
1454
Fund Evaluation Group
Ohio
$2.94M +$3.01M +19,269 New
UWPG
1455
Ullmann Wealth Partners Group
Florida
$2.94M +$21.9K +140 +0.7%
IC
1456
Inscription Capital
Texas
$2.92M -$34.6K -221 -1%
FMTC
1457
Farmers & Merchants Trust Company
California
$2.92M +$5.79K +37 +0.2%
NSB
1458
Norway Savings Bank
Maine
$2.91M +$39.6K +253 +1%
BWAM
1459
Boyd Watterson Asset Management
Ohio
$2.91M +$12.5K +80 +0.4%
BRC
1460
Bell Rock Capital
Delaware
$2.9M -$160K -1,025 -5%
BONST
1461
Bank of Nova Scotia Trust
Ontario, Canada
$2.9M +$1.5M +9,575 +102%
GLLW
1462
Graves Light Lenhart Wealth
Virginia
$2.88M -$47.2K -302 -2%
BPCA
1463
Bank Pictet & Cie (Asia)
Singapore
$2.88M +$59.8K +382 +2%
CIA
1464
Cohen Investment Advisors
New Hampshire
$2.88M -$6.73K -43 -0.2%
SIAP
1465
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$2.87M -$91.2K -583 -3%
RGC
1466
Roberts, Glore & Co
Illinois
$2.87M -$217K -1,385 -7%
JWA
1467
JFS Wealth Advisors
Pennsylvania
$2.87M +$5.48K +35 +0.2%
VCM
1468
Viewpoint Capital Management
Washington
$2.85M -$60.9K -389 -2%
NSAM
1469
North Star Asset Management
Wisconsin
$2.85M -$30.2K -193 -1%
LSV Asset Management
1470
LSV Asset Management
Illinois
$2.84M +$156K +1,000 +6%
MSFS
1471
Main Street Financial Solutions
Pennsylvania
$2.83M -$96.1K -614 -3%
AHB
1472
Abner Herrman & Brock
New Jersey
$2.83M +$430K +2,749 +17%
MC
1473
Middleton & Co
Massachusetts
$2.83M +$116K +740 +4%
MSA
1474
Marino Stram & Associates
Massachusetts
$2.83M -$56.5K -361 -2%
KPW
1475
Kore Private Wealth
New York
$2.83M +$880K +5,624 +44%

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.