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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
AAP
2176
Aristotle Atlantic Partners
Florida
$1.02M
VFA
2177
Voya Financial Advisors
Connecticut
$1.02M -$179K -1,277 -16%
SF
2178
SBK Financial
Virginia
$1.02M
MW
2179
Marks Wealth
Maryland
$1.01M
SIM
2180
SSI Investment Management
California
$1.01M
E
2181
ETFidea
New York
$1.01M -$2.66K -19 -0.3%
IFWM
2182
Institute for Wealth Management
Colorado
$1.01M -$61.4K -438 -6%
TCM
2183
Traynor Capital Management
Pennsylvania
$1.01M +$565K +4,028 +153%
RAM
2184
Redmond Asset Management
Virginia
$1.01M
CNBT
2185
Cornerstone National Bank & Trust
Illinois
$1M -$6.45K -46 -0.7%
EWM
2186
EPG Wealth Management
Georgia
$1M -$38.4K -274 -4%
LA
2187
Lifeworks Advisors
Michigan
$1M -$109K -774 -10%
LC
2188
Lincoln Capital
Nebraska
$1M -$8.27K -59 -0.9%
JFA
2189
JNBA Financial Advisors
Minnesota
$996K -$204K -1,458 -18%
CFD
2190
Creative Financial Designs
Indiana
$992K -$22.9K -163 -2%
EWA
2191
Encompass Wealth Advisors
Oregon
$989K
ECM
2192
EagleClaw Capital Management
Massachusetts
$987K
OC
2193
Oarsman Capital
Wisconsin
$986K
PWP
2194
Perfromance Wealth Partners
Illinois
$986K +$133K +952 +17%
DOA
2195
D'Orazio & Associates
Virginia
$984K +$492K +3,508 +117%
FA
2196
Financial Advisors
Massachusetts
$982K -$104K -743 -10%
BFS
2197
Bickling Financial Services
Massachusetts
$978K +$701 +5 +0.1%
NECFA
2198
New England Capital Financial Advisors
Connecticut
$975K +$956K +6,822 New
BIM
2199
Baldwin Investment Management
Pennsylvania
$974K
FHC
2200
First Heartland Consultants
Missouri
$973K -$14.3K -102 -2%

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.