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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
AIM
2276
Alhambra Investment Management
Florida
$867K
PA
2277
Probity Advisors
Texas
$865K +$1.96K +14 +0.2%
HIIFS
2278
Harel Insurance Investments & Financial Services
Israel
$865K -$215K -1,532 -21%
CCA
2279
Cottonwood Capital Advisors
Utah
$865K -$13K -93 -2%
BWA
2280
Bordeaux Wealth Advisors
California
$864K +$8.27K +59 +1%
IR
2281
IAT Reinsurance
New York
$864K
MC
2282
Maverick Capital
Texas
$860K +$796K +5,675 New
SPWM
2283
Schrum Private Wealth Management
Florida
$857K -$55.5K -396 -7%
ORC
2284
O'Rourke & Company
Massachusetts
$856K -$31K -221 -4%
EWA
2285
Etesian Wealth Advisors
Oregon
$855K +$791K +5,643 New
CCM
2286
Cribstone Capital Management
Maine
$855K +$6.73K +48 +0.9%
CIS
2287
Capital International Sarl
California
$854K +$112K +796 +16%
RRC
2288
Relaxing Retirement Coach
Massachusetts
$853K +$289K +2,059 +58%
FAG
2289
Fortitude Advisory Group
Washington
$853K +$3.36K +24 +0.4%
DG
2290
DMC Group
Alabama
$850K +$13.9K +99 +2%
EAM
2291
Evanson Asset Management
California
$847K -$62.2K -444 -7%
PWC
2292
PYA Waltman Capital
Tennessee
$847K +$142K +1,012 +22%
SIC
2293
Sterling Investment Counsel
New York
$846K +$2.24K +16 +0.3%
AMBIA
2294
Allen Mooney & Barnes Investment Advisors
Georgia
$844K -$43K -307 -5%
CRWM
2295
Castle Rock Wealth Management
California
$843K
SIS
2296
Sound Income Strategies
Florida
$842K +$76.4K +545 +11%
KLI
2297
Kelman-Lazarov Inc
Tennessee
$841K +$7.29K +52 +0.9%
LNWTC
2298
Laird Norton Wetherby Trust Company
Washington
$841K +$778K +5,548 New
WAS
2299
Winch Advisory Services
Wisconsin
$840K +$1.4K +10 +0.2%
PFM
2300
Premier Fund Managers
United Kingdom
$839K +$771K +5,500 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.