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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
SAM
1926
Security Asset Management
New York
$1.41M +$17.9K +128 +1%
WQ
1927
Wealth Quarterback
New Jersey
$1.4M +$9.11K +65 +0.7%
NERM
1928
New England Research & Management
Illinois
$1.4M
BCMIO
1929
Beacon Capital Management Inc (Ohio)
Ohio
$1.4M
LDFR
1930
Lehman & Derafelo Financial Resources
Pennsylvania
$1.4M -$73.3K -523 -5%
OTPPB
1931
Ontario Teachers' Pension Plan Board
Ontario, Canada
$1.4M -$11.2M -79,990 -90%
IIM
1932
InTrack Investment Management
Vermont
$1.4M +$400K +2,850 +45%
SAM
1933
Strategy Asset Managers
California
$1.4M +$5.19K +37 +0.4%
AA
1934
Advisory Alpha
Michigan
$1.39M +$213K +1,521 +20%
WIA
1935
Westbourne Investment Advisors
Maryland
$1.39M -$28K -200 -2%
SGI
1936
Summit Global Investments
Utah
$1.39M +$30.3K +216 +2%
FPAS
1937
Focus Partners Advisor Solutions
Missouri
$1.39M -$2.54M -18,118 -66%
MA
1938
MKT Advisors
California
$1.39M +$3.22K +23 +0.2%
BRA
1939
Biechele Royce Advisors
Indiana
$1.39M -$2.94K -21 -0.2%
IHL
1940
Investment House LLC
California
$1.39M
SMH
1941
Sanders Morris Harris
Texas
$1.39M
EAM
1942
EFG Asset Management
Oregon
$1.39M -$24.8K -177 -2%
WDC
1943
Woodward Diversified Capital
California
$1.39M +$1.26K +9 +0.1%
IP
1944
Isthmus Partners
Wisconsin
$1.38M
EIP
1945
Ellis Investment Partners
Pennsylvania
$1.38M +$2.38K +17 +0.2%
KC
1946
Kingfisher Capital
North Carolina
$1.38M -$26.2K -187 -2%
KA
1947
KLCM Advisors
Wisconsin
$1.37M -$79.2K -565 -6%
IIL
1948
Insight Inv LLC
California
$1.37M +$50.9K +363 +4%
NFA
1949
Northern Financial Advisors
Michigan
$1.37M +$1.27M +9,068 New
WAS
1950
Wealth Advisory Solutions
Indiana
$1.37M -$155K -1,106 -11%

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.