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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
TCOO
2251
Trust Company of Oklahoma
Oklahoma
$897K +$40.4K +288 +5%
ODG
2252
O'Dell Group
Ohio
$896K -$10.8K -77 -1%
BWM
2253
Baron Wealth Management
Michigan
$894K +$827K +5,902 New
PWM
2254
Peterson Wealth Management
Nevada
$894K -$24.7K -176 -3%
LC
2255
Landaas & Company
Wisconsin
$888K -$28K -200 -3%
LRIC
2256
Long Road Investment Counsel
Michigan
$887K -$168K -1,200 -17%
BAAM
2257
Baker Avenue Asset Management
California
$885K -$232K -1,652 -22%
CWM
2258
Cabot Wealth Management
Massachusetts
$885K -$550K -3,922 -40%
IF
2259
IRON Financial
Illinois
$885K +$280 +2 +0%
KL
2260
KWMG LLC
Kansas
$885K +$5.47K +39 +0.7%
SSWM
2261
Sheets Smith Wealth Management
North Carolina
$883K +$4.21K +30 +0.5%
SCM
2262
Stordahl Capital Management
Colorado
$882K
PWMG
2263
Pinnacle Wealth Management Group
Michigan
$881K +$35.6K +254 +5%
EA
2264
Eudaimonia Advisors
Tennessee
$880K -$6.73K -48 -0.8%
RAM
2265
Riggs Asset Management
Pennsylvania
$880K -$75.1K -536 -8%
CM
2266
Columbus Macro
Pennsylvania
$879K -$84.1K -600 -9%
SMWM
2267
Silvia McColl Wealth Management
California
$878K +$812K +5,795 New
BBNB
2268
Baker Boyer National Bank
Washington
$876K -$66.7K -476 -8%
SMA
2269
Sage Mountain Advisors
Georgia
$874K +$83.3K +594 +11%
IF
2270
Insight Folios
North Carolina
$874K +$38.4K +274 +5%
DA
2271
Dover Advisors
Virginia
$873K +$807K +5,760 New
CWC
2272
Carolinas Wealth Consulting
North Carolina
$870K +$36.6K +261 +0.3%
BWP
2273
Balboa Wealth Partners
Arizona
$868K +$421 +3 +0.1%
WAG
2274
Windsor Advisory Group
Ohio
$867K +$802K +5,721 New
CRIG
2275
Charter Research & Investment Group
Connecticut
$867K

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.