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Procter & Gamble

3,290 hedge funds and large institutions have $235B invested in Procter & Gamble in 2022 Q1 according to their latest regulatory filings, with 172 funds opening new positions, 1,453 increasing their positions, 1,275 reducing their positions, and 131 closing their positions.

New
Increased
Maintained
Reduced
Closed

31% more first-time investments, than exits

New positions opened: 172 | Existing positions closed: 131

20% more call options, than puts

Call options by funds: $2.29B | Put options by funds: $1.92B

14% more repeat investments, than reductions

Existing positions increased: 1,453 | Existing positions reduced: 1,275

0.55% more ownership

Funds ownership: 64%64.56% (+0.55%)

0% more funds holding

Funds holding: 3,2903,290 (0)

7% less capital invested

Capital invested by funds: $252B → $235B (-$16.9B)

11% less funds holding in top 10

Funds holding in top 10: 284252 (-32)

Holders
3,290
Holders Change
Holders Change %
0%
% of All Funds
51.88%
Holding in Top 10
252
Holding in Top 10 Change
-32
Holding in Top 10 Change %
-11.27%
% of All Funds
3.97%
New
172
Increased
1,453
Reduced
1,275
Closed
131
Calls
$2.29B
Puts
$1.92B
Net Calls
+$375M
Net Calls Change
-$46.7M
Name Holding Trade Value Shares
Change
Change in
Stake
JFA
2001
JNBA Financial Advisors
Minnesota
$1.26M -$231K -1,478 -15%
FC
2002
Financial Consulate
Maryland
$1.26M -$4.07K -26 -0.3%
CAM
2003
Campion Asset Management
Virginia
$1.26M
MSFP
2004
Mark Sheptoff Financial Planning
Connecticut
$1.26M -$373K -2,384 -22%
TW
2005
Transform Wealth
Colorado
$1.26M -$137K -873 -10%
WLPWM
2006
Walled Lake Planning & Wealth Management
Illinois
$1.26M +$9.7K +62 +0.8%
SCFS
2007
S.C. Financial Services
Arizona
$1.25M -$49.3K -315 -4%
TW
2008
Towerpoint Wealth
California
$1.25M
BHIC
2009
Bassett Hargrove Investment Counsel
Delaware
$1.24M -$7.2K -46 -0.6%
BG
2010
Benedetti & Gucer
Georgia
$1.24M +$3.91K +25 +0.3%
LCM
2011
Lewis Capital Management
California
$1.24M -$15.2K -97 -1%
SFG
2012
Sather Financial Group
Texas
$1.24M +$610K +3,900 +92%
BAM
2013
Bruderman Asset Management
New York
$1.24M -$1.48M -9,457 -54%
HIS
2014
Harvest Investment Services
Illinois
$1.24M -$27.1K -173 -2%
SAM
2015
Sawgrass Asset Management
Florida
$1.24M +$1.27M +8,090 New
TIA
2016
Tiemann Investment Advisors
California
$1.24M +$36K +230 +3%
LA
2017
Latitude Advisors
Florida
$1.23M +$667K +4,262 +112%
AA
2018
Apriem Advisors
California
$1.23M -$1.72K -11 -0.1%
RF
2019
Resolute Financial
Massachusetts
$1.23M +$4.38K +28 +0.3%
GC
2020
GFG Capital
Florida
$1.23M +$1.26M +8,059 New
TRIA
2021
Trail Ridge Investment Advisors
Colorado
$1.23M +$91.7K +586 +8%
LA
2022
Legacy Advisors
Pennsylvania
$1.23M +$919K +5,877 +273%
CA
2023
Cambridge Advisors
Nebraska
$1.22M -$8.61K -55 -0.7%
WWM
2024
Wolff Wiese Magana
California
$1.22M +$15K +96 +1%
HWA
2025
HHM Wealth Advisors
Tennessee
$1.22M +$254K +1,626 +25%

PG Hedge Fund Activity: Q1 2022 in Review

3,290 of the 6,341 institutional investors tracked by Wall St. Rank reported a position in Procter & Gamble (PG) for Q1 2022, worth a combined $235B — down 6.7% from $252B a quarter earlier.

Buyers outnumbered sellers: 172 funds opened new PG positions and 131 closed out — a net gain of 41 holders — while 1,453 added to existing stakes and 1,275 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $1.01B. The largest seller was Morgan Stanley, cutting an estimated $781M.

  • 3,290 institutional investors held Procter & Gamble (PG) as of Q1 2022, unchanged from Q4 2021.
  • Funds reported $235B of Procter & Gamble stock for Q1 2022, down 6.7% quarter-over-quarter.
  • 172 funds opened new Procter & Gamble positions in Q1 2022 and 131 closed out, a net change of +41 holders.
  • The largest Procter & Gamble buyer in Q1 2022 was T. Rowe Price Associates, an estimated $1.01B added.
  • The largest Procter & Gamble seller in Q1 2022 was Morgan Stanley, an estimated $781M sold.

Based on aggregated 13F filings for Q1 2022.