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Procter & Gamble

3,196 hedge funds and large institutions have $192B invested in Procter & Gamble in 2022 Q3 according to their latest regulatory filings, with 117 funds opening new positions, 1,484 increasing their positions, 1,201 reducing their positions, and 131 closing their positions.

New
Increased
Maintained
Reduced
Closed

35% more call options, than puts

Call options by funds: $2.14B | Put options by funds: $1.58B

24% more repeat investments, than reductions

Existing positions increased: 1,484 | Existing positions reduced: 1,201

0.33% less ownership

Funds ownership: 64.02%63.7% (-0.33%)

2% less funds holding

Funds holding: 3,2553,196 (-59)

11% less first-time investments, than exits

New positions opened: 117 | Existing positions closed: 131

13% less capital invested

Capital invested by funds: $220B → $192B (-$27.8B)

21% less funds holding in top 10

Funds holding in top 10: 322253 (-69)

Holders
3,196
Holders Change
-59
Holders Change %
-1.81%
% of All Funds
55.05%
Holding in Top 10
253
Holding in Top 10 Change
-69
Holding in Top 10 Change %
-21.43%
% of All Funds
4.36%
New
117
Increased
1,484
Reduced
1,201
Closed
131
Calls
$2.14B
Puts
$1.58B
Net Calls
+$561M
Net Calls Change
+$109M
Name Holding Trade Value Shares
Change
Change in
Stake
OWA
2301
Outlook Wealth Advisors
Texas
$664K -$568 -4 -0.1%
WWA
2302
WCG Wealth Advisors
Nevada
$662K +$112K +785 +21%
WAM
2303
WFA Asset Management
Wisconsin
$662K +$4.4K +31 +0.6%
VW
2304
Vance Wealth
California
$660K -$17.6K -124 -2%
WC
2305
Weil Company
California
$660K
MCWA
2306
Meadow Creek Wealth Advisors
Georgia
$657K +$44.2K +311 +6%
FH
2307
FWG Holdings
Florida
$656K +$33.8K +238 +5%
HIG
2308
Heritage Investment Group
Florida
$654K -$97.7K -688 -12%
SJIA
2309
St. James Investment Advisors
New York
$654K -$71.7K -505 -9%
SMA
2310
Sage Mountain Advisors
Georgia
$653K +$17.6K +124 +2%
CFP
2311
Curran Financial Partners
South Carolina
$652K -$23.7K -167 -3%
BCP
2312
Berkeley Capital Partners
Georgia
$650K +$5.54K +39 +0.8%
CWM
2313
Castle Wealth Management
Florida
$649K +$55.4K +390 +8%
WMA
2314
West Michigan Advisors
Michigan
$647K +$16.8K +118 +2%
RWG
2315
Ratio Wealth Group
Colorado
$647K +$728K +5,124 New
SAM
2316
Sequent Asset Management
Texas
$646K
BBL
2317
Beck Bode LLC
Massachusetts
$646K +$132K +932 +22%
PA
2318
Parkside Advisors
California
$645K -$16.2K -114 -2%
GAM
2319
Gould Asset Management
California
$645K +$6.39K +45 +0.9%
KA
2320
Kozak & Associates
Colorado
$644K +$3.55K +25 +0.5%
SRC
2321
Shufro Rose & Co
New York
$644K +$5.97K +42 +0.8%
WHG
2322
Westwood Holdings Group
Texas
$642K -$151K -1,061 -17%
SAM
2323
Seelaus Asset Management
New Jersey
$640K -$283K -1,992 -28%
CCM
2324
Canal Capital Management
Virginia
$640K -$10.4K -73 -1%
SDAM
2325
Shulman DeMeo Asset Management
New York
$640K -$2.42K -17 -0.3%

PG Hedge Fund Activity: Q3 2022 in Review

3,196 of the 5,806 institutional investors tracked by Wall St. Rank reported a position in Procter & Gamble (PG) for Q3 2022, worth a combined $192B — down 13% from $220B a quarter earlier.

Sellers outnumbered buyers: 131 funds closed out of PG and 117 opened new positions — a net loss of 14 holders — while 1,201 trimmed existing stakes and 1,484 added.

The largest buyer was Janus Henderson Group, adding an estimated $954M. The largest seller was GQG Partners, cutting an estimated $798M.

  • 3,196 institutional investors held Procter & Gamble (PG) as of Q3 2022, down from 3,255 in Q2 2022.
  • Funds reported $192B of Procter & Gamble stock for Q3 2022, down 13% quarter-over-quarter.
  • 117 funds opened new Procter & Gamble positions in Q3 2022 and 131 closed out, a net change of -14 holders.
  • The largest Procter & Gamble buyer in Q3 2022 was Janus Henderson Group, an estimated $954M added.
  • The largest Procter & Gamble seller in Q3 2022 was GQG Partners, an estimated $798M sold.

Based on aggregated 13F filings for Q3 2022.