We are live on ! Find out more
PG icon

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
PFGIA
1751
Patriot Financial Group Insurance Agency
Massachusetts
$1.81M +$206K +1,466 +14%
1WA
1752
180 Wealth Advisors
Washington
$1.81M +$531K +3,788 +42%
MWM
1753
Mattern Wealth Management
Kansas
$1.81M +$26.1K +186 +2%
PCM
1754
Palisade Capital Management
New Jersey
$1.81M
TWA
1755
TCI Wealth Advisors
Arizona
$1.81M +$236K +1,682 +16%
LAIC
1756
Lederer & Associates Investment Counsel
California
$1.81M -$40K -285 -2%
JE
1757
JMAC Enterprises
Pennsylvania
$1.8M -$1.96K -14 -0.1%
ACS
1758
Archford Capital Strategies
Illinois
$1.8M +$71.5K +510 +4%
PVM
1759
Palogic Value Management
Texas
$1.8M +$1.66M +11,870 New
CQS
1760
Credential Qtrade Securities
$1.8M +$34.5K +246 +2%
SWA
1761
Sutton Wealth Advisors
Florida
$1.8M -$10.9K -78 -0.7%
MWA
1762
Meridian Wealth Advisors
Texas
$1.79M -$32.7K -233 -2%
HFAS
1763
Hummer Financial Advisory Services
Illinois
$1.79M -$16.1K -115 -1%
DIM
1764
Delta Investment Management
California
$1.79M +$8.83K +63 +0.5%
LSPW
1765
Lake Street Private Wealth
Illinois
$1.79M -$3.22K -23 -0.2%
GC
1766
Gratus Capital
Georgia
$1.79M -$43.6K -311 -3%
CCM
1767
Chickasaw Capital Management
Tennessee
$1.79M -$30.8K -220 -2%
HBT
1768
Heartland Bank & Trust
Illinois
$1.78M -$107K -765 -6%
WPA
1769
West Paces Advisors
Georgia
$1.78M -$4.21K -30 -0.3%
HGCK
1770
HPC Germany & Co KG
Germany
$1.77M
RCWM
1771
Royal Capital Wealth Management
Indiana
$1.77M +$7.71K +55 +0.5%
GWSG
1772
GPS Wealth Strategies Group
Colorado
$1.76M -$2.52K -18 -0.2%
PAS
1773
Professional Advisory Services
Florida
$1.75M
FDS
1774
Freedom Day Solutions
Texas
$1.74M -$95.5K -681 -6%
PHIC
1775
Pine Haven Investment Counsel
Massachusetts
$1.74M +$19.6K +140 +1%

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.