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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
B
1826
Bridgeworth
Alabama
$1.62M +$29.3K +209 +2%
LWP
1827
Lumature Wealth Partners
Georgia
$1.62M -$59.9K -427 -4%
MSWM
1828
McGlone Suttner Wealth Management
Wisconsin
$1.62M +$1.5M +10,692 New
SP
1829
Successful Portfolios
Florida
$1.62M -$4.91K -35 -0.3%
SAG
1830
SageView Advisory Group
California
$1.61M +$1.49M +10,638 New
HCA
1831
Harbour Capital Advisors
Virginia
$1.61M -$72.9K -520 -5%
T
1832
TOBAM
France
$1.61M +$518K +3,695 +53%
MWM
1833
Massachusetts Wealth Management
Massachusetts
$1.61M +$1.58M +11,299 New
BIP
1834
Blueprint Investment Partners
North Carolina
$1.61M +$1.3M +9,286 +700%
BFC
1835
Blue Fin Capital
Rhode Island
$1.61M -$27.2K -194 -2%
BWM
1836
Baystate Wealth Management
Massachusetts
$1.6M -$91K -649 -6%
CFP
1837
Catalyst Financial Partners
Massachusetts
$1.6M +$1.48M +10,553 New
CBA
1838
Coastal Bridge Advisors
Connecticut
$1.6M +$34.8K +248 +2%
COCM
1839
Charter Oak Capital Management
New Hampshire
$1.6M +$22.9K +163 +2%
CWA
1840
CJM Wealth Advisers
Virginia
$1.6M +$1.96K +14 +0.1%
AIM
1841
Avity Investment Management
Connecticut
$1.59M +$55.2K +394 +4%
GHAM
1842
Gilman Hill Asset Management
Connecticut
$1.59M -$45.1K -322 -3%
KIA
1843
Knollwood Investment Advisory
Maryland
$1.59M +$1.47M +10,501 New
KIC
1844
Kensington Investment Counsel
California
$1.59M -$53.3K -380 -3%
WPC
1845
White Pine Capital
Minnesota
$1.58M +$4.21K +30 +0.3%
PWM
1846
Palumbo Wealth Management
New York
$1.58M +$48.6K +347 +3%
BWM
1847
Birchcreek Wealth Management
Ohio
$1.58M
ASBI
1848
American State Bank (Iowa)
Iowa
$1.58M +$9.95K +71 +0.7%
WA
1849
Waddell & Associates
Tennessee
$1.58M +$46.7K +333 +3%
VBCG
1850
Valley Brook Capital Group
Pennsylvania
$1.57M +$140 +1 +0%

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.