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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
TWM
2301
TriaGen Wealth Management
California
$839K -$12.1K -86 -2%
RWB
2302
RMR Wealth Builders
New Jersey
$838K +$2.1K +15 +0.3%
SLT
2303
St Louis Trust
Missouri
$838K +$340K +2,427 +78%
WHG
2304
Westwood Holdings Group
Texas
$837K +$62.5K +446 +9%
SQA
2305
Simon Quick Advisors
New Jersey
$836K +$526K +3,754 +213%
SAA
2306
Southeast Asset Advisors
Georgia
$834K -$3.79K -27 -0.5%
LIG
2307
Lokken Investment Group
Delaware
$833K +$701 +5 +0.1%
CIP
2308
Convergence Investment Partners
Florida
$830K +$62.2K +444 +9%
GCA
2309
Greenwood Capital Associates
South Carolina
$829K -$3.22K -23 -0.4%
CEI
2310
Clark Estates Inc
New York
$828K
CC
2311
Corton Capital
Ontario, Canada
$827K -$9.95K -71 -1%
PPW
2312
Pasadena Private Wealth
California
$825K -$43.9K -313 -5%
LOPW
2313
Live Oak Private Wealth
North Carolina
$823K -$28K -200 -4%
SIA
2314
Schear Investment Advisers
Ohio
$823K +$761K +5,428 New
OIA
2315
Optimum Investment Advisors
Illinois
$822K -$28.3K -202 -4%
SCI
2316
Stableford Capital II
Arizona
$822K -$75.6K -539 -9%
TLCM
2317
Twin Lakes Capital Management
California
$821K +$1.12K +8 +0.1%
RTC
2318
Riverview Trust Company
Washington
$820K -$174K -1,241 -19%
PAM
2319
Peninsula Asset Management
Florida
$820K
SEM
2320
Strategic Equity Management
Arizona
$817K -$3.92K -28 -0.5%
GB
2321
Goepper Burkhardt
South Carolina
$816K +$79.3K +566 +12%
FNBOSM
2322
First National Bank of South Miami
Florida
$814K
WAL
2323
W Advisors LLC
Tennessee
$813K -$9.25K -66 -1%
ASC
2324
Atalanta Sosnoff Capital
New York
$811K -$55K -392 -7%
NQWM
2325
Northwest Quadrant Wealth Management
Oregon
$811K +$3.22K +23 +0.4%

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.