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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
CCWM
1526
Cassaday & Co Wealth Management
Virginia
$2.57M +$2.37M +16,941 New
BJL
1527
Brighton Jones LLC
Washington
$2.57M +$162K +1,157 +7%
LSAG
1528
Lake Street Advisors Group
New Hampshire
$2.56M -$149K -1,064 -6%
TSW
1529
Thompson Siegel & Walmsley
Virginia
$2.56M +$34.3K +245 +1%
TVAMP
1530
Tennessee Valley Asset Management Partners
Tennessee
$2.55M +$6.31K +45 +0.3%
PAG
1531
Private Advisory Group
Washington
$2.54M -$280K -1,996 -11%
PHIMC
1532
Private Harbour Investment Management & Counsel
Ohio
$2.52M -$7.01K -50 -0.3%
KTC
1533
Kistler-Tiffany Companies
Pennsylvania
$2.52M +$140 +1 +0%
CWM
1534
Chesapeake Wealth Management
Virginia
$2.52M -$46.5K -332 -2%
SIA
1535
Schechter Investment Advisors
Michigan
$2.52M +$212K +1,513 +10%
VCM
1536
Virtue Capital Management
Tennessee
$2.51M +$1.03M +7,312 +79%
GI
1537
GS Investments
Minnesota
$2.5M
MUAMU
1538
Mitsubishi UFJ Asset Management (UK)
United Kingdom
$2.5M
IPW
1539
Inlet Private Wealth
Florida
$2.5M +$84.3K +601 +4%
AOWM
1540
Alpha Omega Wealth Management
Virginia
$2.49M -$59.6K -425 -3%
CGA
1541
Crescent Grove Advisors
Illinois
$2.49M -$20.3K -145 -0.9%
PTC
1542
Philadelphia Trust Company
Pennsylvania
$2.49M -$178K -1,267 -7%
FUBT
1543
First United Bank & Trust
Maryland
$2.49M -$36.4K -260 -2%
SFG
1544
Sunburst Financial Group
Alabama
$2.49M +$11.1K +79 +0.5%
CAS
1545
Coppell Advisory Solutions
Texas
$2.49M +$2.3M +16,407 New
CASC
1546
Coppell Advisory Solutions Corp
Texas
$2.49M +$2.3M +16,407 New
BE
1547
Bonness Enterprises
District of Columbia
$2.49M
OFG
1548
Oxford Financial Group
Indiana
$2.48M +$120K +855 +6%
IGGA
1549
Iron Gate Global Advisors
Utah
$2.48M -$3.5K -25 -0.2%
SF
1550
Symphony Financial
Texas
$2.48M -$493K -3,519 -18%

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.