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Procter & Gamble

3,196 hedge funds and large institutions have $192B invested in Procter & Gamble in 2022 Q3 according to their latest regulatory filings, with 117 funds opening new positions, 1,484 increasing their positions, 1,201 reducing their positions, and 131 closing their positions.

New
Increased
Maintained
Reduced
Closed

35% more call options, than puts

Call options by funds: $2.14B | Put options by funds: $1.58B

24% more repeat investments, than reductions

Existing positions increased: 1,484 | Existing positions reduced: 1,201

0.33% less ownership

Funds ownership: 64.02%63.7% (-0.33%)

2% less funds holding

Funds holding: 3,2553,196 (-59)

11% less first-time investments, than exits

New positions opened: 117 | Existing positions closed: 131

13% less capital invested

Capital invested by funds: $220B → $192B (-$27.8B)

21% less funds holding in top 10

Funds holding in top 10: 322253 (-69)

Holders
3,196
Holders Change
-59
Holders Change %
-1.81%
% of All Funds
55.05%
Holding in Top 10
253
Holding in Top 10 Change
-69
Holding in Top 10 Change %
-21.43%
% of All Funds
4.36%
New
117
Increased
1,484
Reduced
1,201
Closed
131
Calls
$2.14B
Puts
$1.58B
Net Calls
+$561M
Net Calls Change
+$109M
Name Holding Trade Value Shares
Change
Change in
Stake
LC
2051
Lavaca Capital
Texas
$984K +$185K +1,300 +21%
CCA
2052
Childress Capital Advisors
Texas
$983K -$62.6K -441 -5%
WF
2053
WoodTrust Financial
Wisconsin
$983K -$48.9K -344 -4%
KFP
2054
Keystone Financial Planning
Ohio
$983K
SWP
2055
Strategic Wealth Partners
Ohio
$983K +$264K +1,859 +31%
FC
2056
Financial Consulate
Maryland
$982K -$70.7K -498 -6%
WA
2057
Wealth Architects
California
$980K -$152K -1,070 -12%
ER
2058
Enlightenment Research
Florida
$980K +$1.1M +7,759 New
MAWCM
2059
Mine & Arao Wealth Creation & Management
California
$975K +$11.9K +84 +1%
LCM
2060
Lewis Capital Management
California
$974K -$60.1K -423 -5%
SAF
2061
Smith Anglin Financial
Texas
$974K -$18.9K -133 -2%
VCP
2062
Verus Capital Partners
Arizona
$972K -$195K -1,376 -15%
AA
2063
Advisory Alpha
Michigan
$969K +$5.68K +40 +0.5%
CRI
2064
Colonial River Investments
Virginia
$967K -$9.94K -70 -0.9%
TFF
2065
The Family Firm
Maryland
$966K -$14.6K -103 -1%
WP
2066
WealthShield Partners
North Carolina
$966K +$2.98K +21 +0.3%
ACM
2067
Advance Capital Management
Michigan
$962K +$652K +4,590 +152%
MIM
2068
MTM Investment Management
South Carolina
$957K +$10.2K +72 +1%
HWA
2069
HHM Wealth Advisors
Tennessee
$956K -$86.8K -611 -7%
CWMGP
2070
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$956K +$3.83K +27 +0.4%
AIM
2071
Alphinity Investment Management
Australia
$953K +$117K +822 +12%
WLPWM
2072
Walled Lake Planning & Wealth Management
Illinois
$952K -$98.9K -696 -8%
BAM
2073
Brave Asset Management
New Jersey
$952K
CG
2074
Corundum Group
Colorado
$950K +$25.6K +180 +2%
FCMA
2075
Foresight Capital Management Advisors
Michigan
$949K +$856K +6,024 +404%

PG Hedge Fund Activity: Q3 2022 in Review

3,196 of the 5,806 institutional investors tracked by Wall St. Rank reported a position in Procter & Gamble (PG) for Q3 2022, worth a combined $192B — down 13% from $220B a quarter earlier.

Sellers outnumbered buyers: 131 funds closed out of PG and 117 opened new positions — a net loss of 14 holders — while 1,201 trimmed existing stakes and 1,484 added.

The largest buyer was Janus Henderson Group, adding an estimated $954M. The largest seller was GQG Partners, cutting an estimated $798M.

  • 3,196 institutional investors held Procter & Gamble (PG) as of Q3 2022, down from 3,255 in Q2 2022.
  • Funds reported $192B of Procter & Gamble stock for Q3 2022, down 13% quarter-over-quarter.
  • 117 funds opened new Procter & Gamble positions in Q3 2022 and 131 closed out, a net change of -14 holders.
  • The largest Procter & Gamble buyer in Q3 2022 was Janus Henderson Group, an estimated $954M added.
  • The largest Procter & Gamble seller in Q3 2022 was GQG Partners, an estimated $798M sold.

Based on aggregated 13F filings for Q3 2022.