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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
BFG
1876
Beacon Financial Group
Texas
$1.52M -$981 -7 -0.1%
TCM
1877
Triumph Capital Management
Colorado
$1.52M +$52K +371 +4%
BB
1878
Bell Bank
North Dakota
$1.52M -$52.3K -373 -4%
PFG
1879
Peterson Financial Group
Iowa
$1.52M -$779K -5,554 -36%
WP
1880
WealthShield Partners
North Carolina
$1.52M +$329K +2,350 +31%
LCH
1881
Lee Capital Holdings
New York
$1.52M
SWA
1882
SFMG Wealth Advisors
Texas
$1.52M -$69.7K -497 -5%
SF
1883
Safeguard Financial
Wisconsin
$1.51M +$929K +6,624 +196%
NW
1884
Naviter Wealth
Arkansas
$1.51M +$266K +1,901 +22%
RWA
1885
Redhawk Wealth Advisors
Minnesota
$1.51M +$280 +2 +0%
WE
1886
Wealth Effects
Massachusetts
$1.51M +$26.6K +190 +2%
MAM
1887
Mystic Asset Management
Rhode Island
$1.51M +$2.1K +15 +0.2%
KGC
1888
Kennon-Green & Company
Ohio
$1.51M +$1.39M +9,931 New
OA
1889
Oxbow Advisors
Texas
$1.5M -$56.1K -400 -4%
JWM
1890
Janiczek Wealth Management
Colorado
$1.5M +$66.2K +472 +5%
AFS
1891
Access Financial Services
Minnesota
$1.5M +$84.7K +604 +6%
SGK
1892
Steigerwald Gordon & Koch
Virginia
$1.5M +$42.9K +306 +3%
SDWIA
1893
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$1.5M +$23.7K +169 +2%
SN
1894
Sittner & Nelson
Oregon
$1.5M -$8.27K -59 -0.6%
GP
1895
Greenline Partners
New York
$1.49M -$27.1K -193 -2%
KCM
1896
Kathmere Capital Management
Pennsylvania
$1.49M +$796K +5,678 +137%
AIM
1897
Athena Investment Management
California
$1.49M +$4.35K +31 +0.3%
CWM
1898
Connecticut Wealth Management
Connecticut
$1.48M +$11.9K +85 +0.9%
CF
1899
Centaurus Financial
California
$1.48M -$29.9K -213 -2%
CGH
1900
CMG Global Holdings
Texas
$1.48M

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.