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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
FSCM
1901
Front Street Capital Management
Montana
$1.47M -$153K -1,088 -10%
RPCONE
1902
Retirement Planning Company of New England
Rhode Island
$1.47M +$11.8K +84 +0.9%
ONST
1903
Old North State Trust
North Carolina
$1.47M -$16.8K -120 -1%
AIC
1904
Argus Investors Counsel
New York
$1.47M
WA
1905
Waverly Advisors
Alabama
$1.46M -$54.4K -388 -4%
CIM
1906
CCLA Investment Management
United Kingdom
$1.46M
MA
1907
MBA Advisors
Pennsylvania
$1.46M -$15.7K -112 -1%
AWM
1908
Accurate Wealth Management
Florida
$1.45M +$90.8K +648 +7%
SAM
1909
SignalPoint Asset Management
Missouri
$1.45M -$8.13K -58 -0.6%
NL
1910
Navalign LLC
California
$1.45M -$5.75K -41 -0.4%
WAM
1911
Walker Asset Management
Missouri
$1.45M +$561 +4 +0%
EM
1912
ELCO Management
New York
$1.45M -$40K -285 -3%
JSW
1913
Journey Strategic Wealth
New Jersey
$1.45M +$240K +1,712 +22%
WI
1914
Wintrust Investments
Illinois
$1.45M -$43.9K -313 -3%
MCA
1915
MSH Capital Advisors
Arizona
$1.44M +$5.75K +41 +0.4%
FBB
1916
Fulton Breakefield Broenniman
Maryland
$1.44M +$24.4K +174 +2%
KMWM
1917
Keudell/Morrison Wealth Management
Oregon
$1.44M -$40.2K -287 -3%
PWA
1918
Providence Wealth Advisors
Illinois
$1.43M +$7.43K +53 +0.6%
HWM
1919
Hohimer Wealth Management
Washington
$1.43M -$1.4K -10 -0.1%
SWIM
1920
Smallwood Wealth Investment Management
New Jersey
$1.43M -$841 -6 -0.1%
SSWM
1921
Strait & Sound Wealth Management
California
$1.43M +$1.33M +9,485 New
GC
1922
GFG Capital
Florida
$1.43M +$17.1K +122 +1%
BAM
1923
Byrne Asset Management
New Jersey
$1.41M -$21.7K -155 -2%
CCA
1924
Cora Capital Advisors
New Jersey
$1.41M +$1.31M +9,315 New
TC
1925
TAP Consulting
Missouri
$1.41M -$11.5K -82 -0.9%

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.