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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
BPFA
2201
Barnes Pettey Financial Advisors
Mississippi
$973K -$273K -1,947 -23%
KS
2202
Karpas Strategies
Connecticut
$973K +$3.08K +22 +0.3%
HIA
2203
HTG Investment Advisors
Connecticut
$971K +$898K +6,406 New
MAM
2204
Morse Asset Management
Connecticut
$970K -$14K -100 -2%
GPA
2205
Garrison Point Advisors
California
$970K
FCMC
2206
Founders Capital Management (Connecticut)
Connecticut
$968K
MFG
2207
Menard Financial Group
Texas
$961K -$377K -2,690 -30%
SWP
2208
Semus Wealth Partners
Florida
$961K +$889K +6,340 New
HGWM
2209
Horst & Graben Wealth Management
Oregon
$958K -$494K -3,526 -36%
BWM
2210
BCS Wealth Management
Tennessee
$958K
GCM
2211
Graham Capital Management
Connecticut
$957K -$682K -4,864 -44%
SRC
2212
Sage Rhino Capital
California
$957K -$701 -5 -0.1%
RWP
2213
Revolve Wealth Partners
New Jersey
$953K +$7.43K +53 +0.8%
APSI
2214
Asset Planning Services Inc
Louisiana
$953K -$31.5K -225 -3%
CFS
2215
Cannon Financial Strategists
Georgia
$951K
MCM
2216
Magnolia Capital Management
New York
$950K +$2.8K +20 +0.3%
FFA
2217
Farther Finance Advisors
California
$950K +$878K +6,266 New
CWM
2218
Chemistry Wealth Management
New York
$949K -$92.9K -663 -10%
QPWM
2219
Quadrant Private Wealth Management
Pennsylvania
$949K +$878K +6,264 New
AA
2220
Addison Advisors
Vermont
$948K -$157K -1,119 -15%
Financial Engines Advisors
2221
Financial Engines Advisors
California
$948K +$52.3K +373 +6%
PP
2222
Pacifica Partners
Canada
$947K
CSWG
2223
Cardinal Strategic Wealth Guidance
Kentucky
$942K -$76K -542 -8%
MAWCM
2224
Mine & Arao Wealth Creation & Management
California
$938K -$215K -1,531 -20%
MCM
2225
Morton Capital Management
California
$938K

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.