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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
CFA
1676
CWS Financial Advisors
Michigan
$2.02M -$110K -788 -5%
NAM
1677
NorthCrest Asset Manangement
Minnesota
$2.02M -$17.3M -123,638 -90%
MC
1678
Martin & Co
Tennessee
$2.02M +$45K +321 +2%
CCM
1679
Coerente Capital Management
Ontario, Canada
$2.01M +$23.3K +166 +1%
RMAM
1680
Raab & Moskowitz Asset Management
New Jersey
$2M -$11.4K -81 -0.6%
AMG
1681
Asset Management Group
Connecticut
$2M +$10.8K +77 +0.6%
KWM
1682
Keebeck Wealth Management
Illinois
$2M -$23.8K -170 -1%
BCA
1683
Bray Capital Advisors
Florida
$1.99M -$428K -3,050 -19%
UBG
1684
United Bank (Georgia)
Georgia
$1.99M +$140 +1 +0%
SLA
1685
Silver Lake Advisory
Utah
$1.99M -$16.1K -115 -0.9%
PH
1686
Pinnacle Holdings
Oklahoma
$1.99M -$187K -1,333 -9%
TW
1687
Transform Wealth
Colorado
$1.99M +$800K +5,710 +77%
TFA
1688
Triad Financial Advisors
North Carolina
$1.99M -$2.38K -17 -0.1%
CWM
1689
Curi Wealth Management
North Carolina
$1.97M +$78.4K +559 +4%
BI
1690
Ballast Inc
Kentucky
$1.97M -$75.1K -536 -4%
IA
1691
Insight Advisors
Pennsylvania
$1.96M -$74K -528 -4%
KTM
1692
Keeler Thomas Management
Utah
$1.96M -$1.31M -9,312 -42%
JHCP
1693
Jackson Hole Capital Partners
Oklahoma
$1.96M +$10.7K +76 +0.6%
HCM
1694
Highlander Capital Management
New Jersey
$1.96M
WP
1695
WealthSource Partners
California
$1.96M -$89.2K -636 -5%
GJCM
1696
Grand Jean Capital Management
California
$1.95M
HNWAG
1697
High Net Worth Advisory Group
Florida
$1.95M -$354K -2,525 -16%
PEA
1698
Park Edge Advisors
Ohio
$1.95M +$1.8M +12,859 New
RCM
1699
RB Capital Management
Nevada
$1.94M -$9.67K -69 -0.5%
AI
1700
Accredited Investors
Minnesota
$1.94M -$130K -930 -7%

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.