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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
BIA
1701
Bigelow Investment Advisors
Maine
$1.94M -$1.96K -14 -0.1%
SG Americas Securities
1702
SG Americas Securities
New York
$1.94M -$109M -777,681 -98%
SCA
1703
STALEY CAPITAL ADVISERS
Pennsylvania
$1.94M
ACL
1704
Applied Capital LLC
Florida
$1.93M +$1.79M +12,756 New
BA
1705
Bridgewater Advisors
New York
$1.93M -$929K -6,628 -34%
WBCM
1706
Wilson & Boucher Capital Management
California
$1.93M +$13.3K +95 +0.8%
SW
1707
SlateStone Wealth
Florida
$1.93M +$156K +1,112 +10%
APWM
1708
Atlas Private Wealth Management
New York
$1.93M -$14.6K -104 -0.8%
PMFA
1709
Plante Moran Financial Advisors
Michigan
$1.92M -$13.5K -96 -0.8%
AAM
1710
Autus Asset Management
Arizona
$1.92M -$15.6K -111 -0.9%
GTAM
1711
Global Trust Asset Management
Florida
$1.91M +$339K +2,418 +24%
AC
1712
Apella Capital
Connecticut
$1.91M +$86.5K +617 +5%
AIA
1713
Armor Investment Advisors
North Carolina
$1.91M +$71.4K +509 +4%
TGAM
1714
TBH Global Asset Management
Tennessee
$1.9M +$6.73K +48 +0.4%
FFA
1715
Founders Financial Alliance
North Carolina
$1.9M -$9.39K -67 -0.5%
BFC
1716
Bedel Financial Consulting
Indiana
$1.9M +$421 +3 +0%
HWA
1717
Heritage Wealth Advisors
Virginia
$1.9M -$33.5K -239 -2%
HFS
1718
Heritage Financial Services
Massachusetts
$1.9M +$101K +719 +6%
PFBT
1719
Parkside Financial Bank & Trust
Missouri
$1.89M -$29K -207 -2%
PG
1720
Patten Group
Tennessee
$1.89M -$74K -528 -4%
BBNA
1721
Bremer Bank National Association
Minnesota
$1.89M +$342K +2,443 +24%
PWM
1722
Pinnacle Wealth Management
California
$1.88M -$149K -1,064 -8%
AWC
1723
Abundance Wealth Counselors
Pennsylvania
$1.88M +$77.9K +556 +5%
PAM
1724
Paradigm Asset Management
New York
$1.88M -$1.92M -13,700 -53%
LC
1725
Lindbrook Capital
California
$1.88M +$206K +1,472 +13%

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.