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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
XF
1801
XML Financial
Maryland
$1.66M +$112K +802 +8%
AIM
1802
Arcadia Investment Management
Michigan
$1.66M +$139K +995 +10%
FBFS
1803
First Business Financial Services
Wisconsin
$1.66M +$7.01K +50 +0.5%
HI
1804
Hudock Inc
Pennsylvania
$1.66M +$6.03K +43 +0.4%
DAM
1805
Diamant Asset Management
Connecticut
$1.65M
ZB
1806
Zions Bancorporation
Utah
$1.65M -$35.7K -255 -2%
LWMG
1807
Levy Wealth Management Group
Pennsylvania
$1.65M -$15K -107 -1%
MLA
1808
MB, Levis & Associates
Pennsylvania
$1.65M +$1.53M +10,903 New
SFG
1809
StrategIQ Financial Group
Indiana
$1.65M -$1.12K -8 -0.1%
BFM
1810
Boothbay Fund Management
New York
$1.65M +$543K +3,873 +55%
TIMH
1811
Tilt Investment Management Holdings
New York
$1.65M +$1.52M +10,857 New
ECA
1812
Elevated Capital Advisors
Utah
$1.64M +$68.7K +490 +5%
ISWM
1813
Independent Solutions Wealth Management
New York
$1.64M +$322K +2,296 +27%
WAG
1814
Winthrop Advisory Group
Massachusetts
$1.64M +$80K +571 +6%
NCM
1815
Novare Capital Management
North Carolina
$1.64M -$32.8K -234 -2%
JGCM
1816
Joseph Group Capital Management
Ohio
$1.64M -$13.9K -99 -0.9%
BEI
1817
Benjamin Edwards Inc
Missouri
$1.64M +$101K +719 +7%
SIC
1818
Samalin Investment Counsel
New York
$1.64M +$1.54K +11 +0.1%
MTC
1819
Matrix Trust Company
Colorado
$1.64M +$475K +3,387 +46%
ERIM
1820
Eagle Ridge Investment Management
Connecticut
$1.63M -$14.3K -102 -0.9%
AFP
1821
Ausdal Financial Partners
Iowa
$1.63M +$90.4K +645 +6%
HCM
1822
HMS Capital Management
Tennessee
$1.63M -$116K -825 -7%
FWM
1823
ForthRight Wealth Management
Georgia
$1.63M +$23K +164 +2%
SFB
1824
STAR Financial Bank
Indiana
$1.63M +$1.5M +10,729 New
MWAM
1825
Manhattan West Asset Management
California
$1.63M +$118K +842 +9%

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.