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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
FCA
2351
FLC Capital Advisors
California
$784K -$104K -741 -13%
WA
2352
WESPAC Advisors
California
$784K +$725K +5,172 New
AIS
2353
American Investment Services
Massachusetts
$783K +$39K +278 +6%
AAG
2354
Armstrong Advisory Group
Massachusetts
$783K +$724K +5,167 New
GA
2355
Goldstein Advisors
Wisconsin
$783K +$724K +5,165 New
BAM
2356
BOS Asset Management
Illinois
$783K +$724K +5,163 New
SW
2357
Simplicity Wealth
New Jersey
$781K +$34.1K +243 +5%
AC
2358
ASB Consultores
Florida
$777K +$9.11K +65 +1%
SAM
2359
Sequent Asset Management
Texas
$776K
RGF
2360
Retirement Guys Formula
Ohio
$775K +$81.4K +581 +13%
TC
2361
Toews Corporation
New Jersey
$773K -$505K -3,600 -41%
AC
2362
AXQ Capital
New Jersey
$773K +$715K +5,100 New
QPW
2363
Quantum Private Wealth
Florida
$773K +$35K +250 +5%
WWM
2364
Windsor Wealth Management
Indiana
$771K +$22.3K +159 +3%
CANY
2365
Caxton Associates (New York)
New York
$771K +$713K +5,087 New
LCM
2366
LCM Capital Management
Illinois
$771K +$4.77K +34 +0.7%
PFC
2367
Phocas Financial Corp
California
$770K -$39.1K -279 -5%
FRA
2368
Front Row Advisors
California
$769K -$69.4K -495 -9%
RWG
2369
Ratio Wealth Group
Colorado
$768K -$7.71K -55 -1%
SAM
2370
Seelaus Asset Management
New Jersey
$768K
HP
2371
Hilltop Partners
Indiana
$768K +$710K +5,066 New
SDAM
2372
Shulman DeMeo Asset Management
New York
$766K -$2.1K -15 -0.3%
FWM
2373
Forza Wealth Management
Florida
$766K +$709K +5,056 New
FH
2374
FWG Holdings
Florida
$766K -$19.6K -140 -3%
WBG
2375
Wharton Business Group
Pennsylvania
$765K

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.