We are live on ! Find out more
PG icon

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
CCA
2026
Childress Capital Advisors
Texas
$1.22M +$197K +1,260 +19%
SAF
2027
Smith Anglin Financial
Texas
$1.22M -$34.6K -221 -3%
WE
2028
Wealth Effects
Massachusetts
$1.22M -$11K -70 -0.9%
PPP
2029
Private Portfolio Partners
New Jersey
$1.22M +$253K +1,619 +25%
MIM
2030
Moseley Investment Management
Florida
$1.22M -$2.82K -18 -0.2%
WP
2031
WealthPLAN Partners
Nebraska
$1.22M -$121K -774 -9%
WIM
2032
WealthPlan Investment Management
Nebraska
$1.22M +$1.19M +7,575 New
RW
2033
Rede Wealth
Virginia
$1.21M +$782 +5 +0.1%
MWP
2034
Moller Wealth Partners
$1.21M +$67.3K +430 +6%
AWM
2035
Accurate Wealth Management
Florida
$1.21M +$374K +2,388 +43%
MWAM
2036
Manhattan West Asset Management
California
$1.21M +$773K +4,944 +166%
UL
2037
Unionview LLC
Washington
$1.21M +$20.2K +129 +2%
HVM
2038
Harvest Volatility Management
Connecticut
$1.21M +$741K +4,737 +149%
CRI
2039
Colonial River Investments
Virginia
$1.21M +$99.2K +634 +9%
WMA
2040
Wealth Management Associates
New Jersey
$1.2M -$9.54K -61 -0.8%
LPT
2041
Legacy Private Trust
Wisconsin
$1.2M +$72.7K +465 +6%
CCM
2042
Carlson Capital Management
Minnesota
$1.19M +$1.88K +12 +0.2%
KFP
2043
Keystone Financial Planning
Ohio
$1.19M
BW
2044
Bison Wealth
Georgia
$1.19M +$194K +1,239 +19%
CFCI
2045
Comprehensive Financial Consultants Institutional
Indiana
$1.19M -$19.1K -122 -2%
HWMG
2046
Hurlow Wealth Management Group
Indiana
$1.18M -$68.5K -438 -5%
MFG
2047
Magnus Financial Group
New York
$1.18M +$308K +1,968 +34%
RAM
2048
Rempart Asset Management
Canada
$1.18M -$110K -700 -8%
SFS
2049
Strategic Financial Services
New York
$1.18M -$11.7K -75 -1%
WAM
2050
WNY Asset Management
New York
$1.18M +$313 +2 +0%

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.