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Procter & Gamble

3,290 hedge funds and large institutions have $235B invested in Procter & Gamble in 2022 Q1 according to their latest regulatory filings, with 172 funds opening new positions, 1,453 increasing their positions, 1,275 reducing their positions, and 131 closing their positions.

New
Increased
Maintained
Reduced
Closed

31% more first-time investments, than exits

New positions opened: 172 | Existing positions closed: 131

20% more call options, than puts

Call options by funds: $2.29B | Put options by funds: $1.92B

14% more repeat investments, than reductions

Existing positions increased: 1,453 | Existing positions reduced: 1,275

0.55% more ownership

Funds ownership: 64%64.56% (+0.55%)

0% more funds holding

Funds holding: 3,2903,290 (0)

7% less capital invested

Capital invested by funds: $252B → $235B (-$16.9B)

11% less funds holding in top 10

Funds holding in top 10: 284252 (-32)

Holders
3,290
Holders Change
Holders Change %
0%
% of All Funds
51.88%
Holding in Top 10
252
Holding in Top 10 Change
-32
Holding in Top 10 Change %
-11.27%
% of All Funds
3.97%
New
172
Increased
1,453
Reduced
1,275
Closed
131
Calls
$2.29B
Puts
$1.92B
Net Calls
+$375M
Net Calls Change
-$46.7M
Name Holding Trade Value Shares
Change
Change in
Stake
KP
2326
Keel Point
Alabama
$772K +$77.1K +493 +11%
CWA
2327
Clarity Wealth Advisors
California
$771K -$32.1K -205 -4%
BCP
2328
Berkeley Capital Partners
Georgia
$771K -$14.2K -91 -2%
CRWM
2329
Castle Rock Wealth Management
California
$771K +$178K +1,139 +31%
DOA
2330
D'Orazio & Associates
Virginia
$770K -$19.4K -124 -2%
CIM
2331
Chapman Investment Management
California
$770K
TCM
2332
Tradewinds Capital Management
Washington
$769K +$3.91K +25 +0.5%
PA
2333
PSI Advisors
Florida
$768K -$159K -1,015 -17%
CP
2334
Coho Partners
Pennsylvania
$766K
MSE
2335
MUFG Securities EMEA
United Kingdom
$765K -$6.55M -41,850 -89%
CWC
2336
Carolinas Wealth Consulting
North Carolina
$764K -$58.5K -374 -7%
CWP
2337
Curated Wealth Partners
California
$764K
WI
2338
WBI Investments
New Jersey
$763K +$782K +4,997 New
TW
2339
TrinityPoint Wealth
Connecticut
$762K +$47.2K +302 +6%
GTCM
2340
Gyon Technologies Capital Management
New Jersey
$761K -$363K -2,318 -32%
GSWM
2341
Golden State Wealth Management
California
$759K -$522K -3,337 -40%
SDAM
2342
Shulman DeMeo Asset Management
New York
$757K +$46.2K +295 +6%
TCCM
2343
Timber Creek Capital Management
Massachusetts
$755K -$31.3K -200 -4%
ICP
2344
Ironvine Capital Partners
Nebraska
$755K
LA
2345
Lifeworks Advisors
Michigan
$754K -$807K -5,161 -51%
UF
2346
Univest Financial
Pennsylvania
$752K -$76.2K -487 -9%
CAC
2347
Certified Advisory Corp
Florida
$750K +$1.25K +8 +0.2%
DF
2348
Donoghue Forlines
Massachusetts
$749K +$767K +4,903 New
TCM
2349
Triumph Capital Management
Colorado
$748K +$68.1K +435 +10%
PCM
2350
Pointe Capital Management
Michigan
$747K +$11.6K +74 +2%

PG Hedge Fund Activity: Q1 2022 in Review

3,290 of the 6,341 institutional investors tracked by Wall St. Rank reported a position in Procter & Gamble (PG) for Q1 2022, worth a combined $235B — down 6.7% from $252B a quarter earlier.

Buyers outnumbered sellers: 172 funds opened new PG positions and 131 closed out — a net gain of 41 holders — while 1,453 added to existing stakes and 1,275 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $1.01B. The largest seller was Morgan Stanley, cutting an estimated $781M.

  • 3,290 institutional investors held Procter & Gamble (PG) as of Q1 2022, unchanged from Q4 2021.
  • Funds reported $235B of Procter & Gamble stock for Q1 2022, down 6.7% quarter-over-quarter.
  • 172 funds opened new Procter & Gamble positions in Q1 2022 and 131 closed out, a net change of +41 holders.
  • The largest Procter & Gamble buyer in Q1 2022 was T. Rowe Price Associates, an estimated $1.01B added.
  • The largest Procter & Gamble seller in Q1 2022 was Morgan Stanley, an estimated $781M sold.

Based on aggregated 13F filings for Q1 2022.