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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
ERWM
2001
Elk River Wealth Management
Colorado
$1.29M -$15.4K -110 -1%
BFA
2002
Buttonwood Financial Advisors
Maryland
$1.28M -$104K -740 -8%
Dimensional Fund Advisors
2003
Dimensional Fund Advisors
Texas
$1.28M -$66.3M -473,173 -5%
JDR
2004
Jay D. Rosenbaum
$1.28M -$77.1K -550 -6%
AAMC
2005
Asset Allocation & Management Company
Illinois
$1.28M -$259K -1,845 -18%
SIG
2006
Spinnaker Investment Group
California
$1.28M +$20.9K +149 +2%
CSI
2007
Cross Staff Investments
New York
$1.28M +$140 +1 +0%
SJIM
2008
St. Johns Investment Management
Florida
$1.28M +$4.49K +32 +0.4%
VCM
2009
Violich Capital Management
California
$1.27M
D
2010
Diversified
Delaware
$1.27M +$211K +1,502 +22%
FPCG
2011
Fort Pitt Capital Group
Pennsylvania
$1.27M +$3.36K +24 +0.3%
APW
2012
Acima Private Wealth
Virginia
$1.27M
KA
2013
Klingman & Associates
New York
$1.27M -$28.9K -206 -2%
PIMG
2014
Patriot Investment Management Group
Tennessee
$1.27M -$32.2K -230 -2%
VT
2015
Vise Technologies
New York
$1.27M -$40.9K -292 -3%
CFO
2016
CVA Family Office
Colorado
$1.26M -$47.1K -336 -4%
CWM
2017
Centric Wealth Management
Illinois
$1.26M -$132K -939 -10%
PCP
2018
Proficio Capital Partners
Massachusetts
$1.26M -$44.4K -317 -4%
SFP
2019
Sweet Financial Partners
Minnesota
$1.26M +$209K +1,493 +22%
WWM
2020
Wolff Wiese Magana
California
$1.26M +$27.1K +193 +2%
SSW
2021
Smith Shellnut Wilson
Mississippi
$1.26M -$1.4K -10 -0.1%
BMM
2022
Buffington Mohr McNeal
Idaho
$1.26M
APW
2023
Aurora Private Wealth
New Jersey
$1.26M -$90.6K -646 -7%
HWMG
2024
Hurlow Wealth Management Group
Indiana
$1.25M +$8.83K +63 +0.8%
AFGAS
2025
Allegiance Financial Group Advisory Services
Virginia
$1.25M +$1.16M +8,270 New

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.