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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
RSWM
1651
Robertson Stephens Wealth Management
California
$2.12M +$330K +2,354 +20%
DMBA
1652
Deseret Mutual Benefit Administrators
Utah
$2.12M -$1.5M -10,705 -43%
DE
1653
Day & Ennis
Georgia
$2.11M -$3.36K -24 -0.2%
WFS
1654
Widmann Financial Services
Maryland
$2.11M +$19.1K +136 +1%
NG
1655
Northstar Group
New York
$2.11M -$22.4K -160 -1%
IWM
1656
Iams Wealth Management
Nebraska
$2.11M +$1.95M +13,910 New
ACM
1657
Allred Capital Management
Texas
$2.1M +$21.7K +155 +1%
AFG
1658
Allegheny Financial Group
Pennsylvania
$2.1M -$78.8K -562 -4%
AWA
1659
Arkadios Wealth Advisors
Georgia
$2.09M -$61K -435 -3%
PAG
1660
Powers Advisory Group
Illinois
$2.09M +$7.57K +54 +0.4%
CD
1661
Chapin Davis
Maryland
$2.09M +$1.93M +13,774 New
Voloridge Investment Management
1662
Voloridge Investment Management
Florida
$2.08M -$73.3M -522,831 -97%
TPA
1663
Trivium Point Advisory
Connecticut
$2.08M +$26.1K +186 +1%
SOS
1664
Silver Oak Securities
Tennessee
$2.08M +$540K +3,850 +39%
IIA
1665
ICW Investment Advisors
Arizona
$2.08M -$8.97K -64 -0.5%
EIM
1666
Essex Investment Management
Massachusetts
$2.07M
SCA
1667
St. Clair Advisors
Ohio
$2.07M +$1.15M +8,201 +150%
CCG
1668
Ceeto Capital Group
Florida
$2.06M +$182K +1,298 +11%
BWA
1669
Blodgett Wealth Advisors
California
$2.06M
SBL
1670
Sargent Bickham Lagudis
Colorado
$2.05M +$5.89K +42 +0.3%
DAC
1671
Dividend Assets Capital
South Carolina
$2.05M -$14.7K -105 -0.8%
TFS
1672
Thoroughbred Financial Services
Tennessee
$2.05M +$321K +2,292 +20%
MP
1673
McDonald Partners
Ohio
$2.05M +$134K +957 +8%
UH
1674
Unigestion Holding
Switzerland
$2.04M -$73.5K -524 -4%
ACP
1675
Aveo Capital Partners
Colorado
$2.03M -$1.48M -10,575 -44%

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.