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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
WSC
2376
Wellington Shields & Co
New York
$765K +$88.9K +634 +14%
PFG
2377
Prosperity Financial Group
California
$764K +$707K +5,040 New
TCCM
2378
Timber Creek Capital Management
Massachusetts
$764K
CWA
2379
CM Wealth Advisors
Ohio
$763K
MIC
2380
Meridian Investment Counsel
California
$761K +$280K +2,000 +66%
GAM
2381
Gould Asset Management
California
$758K -$14.7K -105 -2%
EFM
2382
Eley Financial Management
Vermont
$758K +$701K +5,000 New
HIG
2383
Heritage Investment Group
Florida
$755K -$27.8K -198 -4%
GC
2384
Garde Capital
Washington
$754K +$19.2K +137 +3%
CAC
2385
Certified Advisory Corp
Florida
$754K -$42.9K -306 -6%
CIG
2386
Cascade Investment Group
Colorado
$753K +$697K +4,970 New
HFRG
2387
Houlihan Financial Resource Group
Virginia
$753K
HZ
2388
Hixon Zuercher
Ohio
$752K
HHGA
2389
Halbert Hargrove Global Advisors
California
$750K +$22.9K +163 +3%
CWS
2390
Cypress Wealth Services
California
$750K +$11.8K +84 +2%
CFP
2391
Curran Financial Partners
South Carolina
$750K -$30.1K -215 -4%
CHJWM
2392
Carlton Hofferkamp & Jenks Wealth Management
Texas
$749K +$63.8K +455 +9%
ICP
2393
Ironvine Capital Partners
Nebraska
$749K
CWM
2394
Castle Wealth Management
Florida
$749K -$28K -200 -4%
VP
2395
Verum Partners
North Carolina
$747K +$691K +4,932 New
LF
2396
LifeSteps Financial
California
$747K +$225K +1,603 +48%
BLC
2397
Brown, Lisle/Cummings
Rhode Island
$744K +$63.6K +454 +10%
CP
2398
Coho Partners
Pennsylvania
$744K
WAM
2399
Winslow Asset Management
Ohio
$743K -$10.1K -72 -1%
BP
2400
Broadleaf Partners
Ohio
$741K

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.