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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
CC
2051
Centiva Capital
New York
$1.21M +$546K +3,892 +95%
CAM
2052
Campion Asset Management
Virginia
$1.21M -$42.1K -300 -4%
MWP
2053
Moller Wealth Partners
$1.2M
LKIM
2054
Lawson Kroeker Investment Management
Nebraska
$1.2M -$74.3K -530 -6%
WMA
2055
Wealth Management Associates
New Jersey
$1.2M -$7.01K -50 -0.6%
SAM
2056
Sawgrass Asset Management
Florida
$1.2M
PFA
2057
Pure Financial Advisors
California
$1.2M +$61.4K +438 +6%
CA
2058
Cambridge Advisors
Nebraska
$1.19M -$10.8K -77 -1%
CWMGP
2059
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$1.19M +$43.7K +312 +4%
APIM
2060
Agate Pass Investment Management
Washington
$1.19M -$18.1K -129 -2%
DA
2061
Detalus Advisors
Missouri
$1.19M +$77.4K +552 +8%
UL
2062
Unionview LLC
Washington
$1.19M -$981 -7 -0.1%
WF
2063
WoodTrust Financial
Wisconsin
$1.19M +$4.49K +32 +0.4%
RCIM
2064
Red Cedar Investment Management
Michigan
$1.18M +$431K +3,073 +65%
SAF
2065
Smith Anglin Financial
Texas
$1.18M +$10.5K +75 +1%
KFP
2066
Keystone Financial Planning
Ohio
$1.18M
SWP
2067
Strategic Wealth Partners
Ohio
$1.18M -$701 -5 -0.1%
AIP
2068
Almanack Investment Partners
Pennsylvania
$1.18M +$1.09M +7,779 New
FC
2069
Financial Consulate
Maryland
$1.18M +$140 +1 +0%
TW
2070
Towerpoint Wealth
California
$1.18M -$54.7K -390 -5%
WA
2071
Wealth Architects
California
$1.18M -$701 -5 -0.1%
ZAM
2072
Zevin Asset Management
Massachusetts
$1.17M -$77.4K -552 -7%
SPW
2073
Sonoma Private Wealth
California
$1.17M +$1.08M +7,713 New
AFM
2074
Andesa Financial Management
Pennsylvania
$1.17M -$261K -1,860 -19%
SCFS
2075
S.C. Financial Services
Arizona
$1.16M +$46.1K +329 +4%

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.