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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
MCM
2201
Morton Capital Management
California
$947K +$1.41K +9 +0.1%
HCMG
2202
Howard Capital Management Group
California
$941K
BBNB
2203
Baker Boyer National Bank
Washington
$940K -$38.3K -245 -4%
PCS
2204
Personal CFO Solutions
New Jersey
$938K +$2.82K +18 +0.3%
WHG
2205
Westwood Holdings Group
Texas
$935K +$2.5K +16 +0.3%
SSWM
2206
Sheets Smith Wealth Management
North Carolina
$920K +$939 +6 +0.1%
RPA
2207
Rock Point Advisors
Vermont
$912K -$78.5K -502 -8%
FSC
2208
Full Sail Capital
Oklahoma
$910K +$26.4K +169 +3%
FWP
2209
Firethorn Wealth Partners
Georgia
$910K +$263K +1,679 +39%
SCA
2210
Strategic Capital Advisers
Colorado
$909K
SCI
2211
Stableford Capital II
Arizona
$908K -$13.1K -84 -1%
IIM
2212
InTrack Investment Management
Vermont
$905K +$18K +115 +2%
HIG
2213
Heritage Investment Group
Florida
$904K -$21.7K -139 -2%
PTCG
2214
Pring Turner Capital Group
California
$903K +$89K +569 +11%
PIA
2215
Perennial Investment Advisors
California
$900K +$10.2K +65 +1%
LWM
2216
Liberty Wealth Management
California
$899K +$19.9K +127 +2%
IF
2217
IRON Financial
Illinois
$897K +$6.88K +44 +0.8%
CBFP
2218
Cedar Brook Financial Partners
Ohio
$897K +$70.6K +451 +8%
AIA
2219
Alera Investment Advisors
Illinois
$897K +$918K +5,869 New
TFM
2220
Trian Fund Management
New York
$893K -$36.3M -231,927 -98%
NAG
2221
Northstar Advisory Group
New Jersey
$893K -$5.79K -37 -0.6%
ASC
2222
Atalanta Sosnoff Capital
New York
$891K -$18.9K -121 -2%
AIM
2223
Alhambra Investment Management
Florida
$888K -$11.7K -75 -1%
SLWA
2224
San Luis Wealth Advisors
California
$888K +$849K +5,428 New
SAA
2225
Southeast Asset Advisors
Georgia
$887K

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.