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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
PIM
2126
Provident Investment Management
Michigan
$1.09M +$6.17K +44 +0.6%
SAM
2127
Sabadell Asset Management
Spain
$1.08M
BWA
2128
BDO Wealth Advisors
Florida
$1.08M -$27.2K -194 -3%
HFG
2129
Heron Financial Group
New York
$1.08M +$21.4K +153 +2%
RAM
2130
Rempart Asset Management
Canada
$1.08M
RIM
2131
Reliant Investment Management
Tennessee
$1.08M -$44.6K -318 -4%
LSV Asset Management
2132
LSV Asset Management
Illinois
$1.08M -$547K -3,900 -35%
HCC
2133
Hirtle Callaghan & Co
Pennsylvania
$1.07M +$993K +7,085 New
BFAG
2134
Blackston Financial Advisory Group
Florida
$1.07M +$12.5K +89 +1%
PMA
2135
Prudent Man Advisors
Illinois
$1.07M -$4.21K -30 -0.4%
LPT
2136
Legacy Private Trust
Wisconsin
$1.07M -$42.8K -305 -4%
CWP
2137
Core Wealth Partners
California
$1.07M +$1.58M +11,256 New
KOC
2138
Koss-Olinger Consulting
Florida
$1.06M +$15.4K +110 +2%
AIC
2139
Ayalon Insurance Company
Israel
$1.06M
S
2140
SimplyRich
California
$1.06M
TPWA
2141
TRUE Private Wealth Advisors
Oregon
$1.06M -$1.82K -13 -0.2%
RC
2142
RBF Capital
California
$1.06M
GWM
2143
Greenwich Wealth Management
Connecticut
$1.06M -$18.4K -131 -2%
HCM
2144
Hodges Capital Management
Texas
$1.06M +$3.92K +28 +0.4%
CSB
2145
City State Bank
Iowa
$1.05M +$17.5K +125 +2%
LB
2146
Legacy Bridge
Iowa
$1.05M
CPA
2147
Cardiff Park Advisors
California
$1.05M -$7.57K -54 -0.8%
AIM
2148
Aspen Investment Management
Michigan
$1.05M -$68.4K -488 -7%
HVM
2149
Harvest Volatility Management
Connecticut
$1.05M -$190K -1,354 -16%
GWP
2150
Gateway Wealth Partners
Wisconsin
$1.05M +$971K +6,928 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.