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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
MIAS
2326
Mason Investment Advisory Services
Virginia
$810K +$561 +4 +0.1%
NAMM
2327
NorthStar Asset Management (Massachusetts)
Massachusetts
$809K
KFA
2328
Kelleher Financial Advisors
New York
$809K -$132K -944 -15%
MIM
2329
Morningstar Investment Management
Illinois
$807K +$746K +5,323 New
GWM
2330
GDS Wealth Management
Texas
$806K +$7.15K +51 +1%
GLR
2331
Great Lakes Retirement
Ohio
$804K +$744K +5,304 New
MFG
2332
Mainsail Financial Group
Washington
$803K +$773K +5,517 New
GAMC
2333
Garner Asset Management Corp
Texas
$801K -$5.47K -39 -0.7%
OWA
2334
Outlook Wealth Advisors
Texas
$801K +$2.94K +21 +0.4%
SJIA
2335
St. James Investment Advisors
New York
$801K +$14.9K +106 +2%
CCM
2336
Carlson Capital Management
Minnesota
$800K -$98.3K -701 -12%
DC
2337
Diametric Capital
Massachusetts
$798K +$738K +5,266 New
BCP
2338
Berkeley Capital Partners
Georgia
$797K +$16.1K +115 +2%
PCA
2339
Providence Capital Advisors
North Carolina
$796K -$7.43K -53 -1%
CC
2340
Callan Capital
California
$796K +$176K +1,257 +31%
WC
2341
Weil Company
California
$792K
PWP
2342
Phillips Wealth Planners
Mississippi
$792K +$792K +5,651 New
PPC
2343
Park Place Capital
Alabama
$791K +$732K +5,222 New
KA
2344
Kozak & Associates
Colorado
$790K +$3.92K +28 +0.5%
SGM
2345
Skye Global Management
Florida
$788K +$729K +5,200 New
BF
2346
Brogan Financial
Tennessee
$787K +$728K +5,193 New
PWM
2347
Paulson Wealth Management
Illinois
$787K -$15.8K -113 -2%
WMA
2348
West Michigan Advisors
Michigan
$787K +$9.39K +67 +1%
DU
2349
Delphia (USA)
Ontario, Canada
$786K -$85.8K -612 -11%
VW
2350
Vance Wealth
California
$785K -$6.87K -49 -0.9%

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.