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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
AWM
1976
Atticus Wealth Management
Florida
$1.33M +$9.95K +71 +0.8%
SCP
1977
Syntal Capital Partners
Texas
$1.33M +$112K +798 +10%
1WM
1978
1900 Wealth Management
Texas
$1.32M +$299K +2,135 +32%
TRIA
1979
Trail Ridge Investment Advisors
Colorado
$1.32M +$9.53K +68 +0.8%
WAM
1980
WNY Asset Management
New York
$1.32M +$53.1K +379 +5%
AIM
1981
Acropolis Investment Management
Missouri
$1.32M -$3.65K -26 -0.3%
CA
1982
Crewe Advisors
Utah
$1.32M +$41.8K +298 +4%
BKA
1983
Brick & Kyle Associates
Pennsylvania
$1.32M -$13.3K -95 -1%
QWM
1984
QP Wealth Management
New Jersey
$1.31M -$178K -1,267 -13%
LCS
1985
Levin Capital Strategies
New York
$1.31M
BWA
1986
Burt Wealth Advisors
Maryland
$1.31M +$33.5K +239 +3%
ATFA
1987
All Terrain Financial Advisors
Minnesota
$1.31M +$1.21M +8,624 New
FG
1988
Foster Group
Iowa
$1.31M -$546K -3,893 -31%
HAC
1989
Harbor Advisory Corp
New Hampshire
$1.3M
AIM
1990
Alphinity Investment Management
Australia
$1.3M +$141K +1,003 +13%
CWP
1991
Concord Wealth Partners
Virginia
$1.29M -$475K -3,385 -28%
ACM
1992
Ategra Capital Management
Virginia
$1.29M -$112K -800 -9%
BC
1993
Barrett & Company
Rhode Island
$1.29M
DA
1994
Doliver Advisors
Texas
$1.29M -$22.1K -158 -2%
TVWM
1995
Tower View Wealth Management
Wisconsin
$1.29M -$9.53K -68 -0.8%
AIIMS
1996
Analyst IMS Investment Management Services
Israel
$1.29M -$2.8K -20 -0.2%
VNA
1997
Valley National Advisers
Pennsylvania
$1.29M +$7.57K +54 +0.6%
QC
1998
Quent Capital
New York
$1.29M +$73K +521 +7%
IWM
1999
Integris Wealth Management
California
$1.29M +$1.19M +8,516 New
AAA
2000
Adams Asset Advisors
Texas
$1.29M

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.