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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
HB
2401
Horizon Bancorp
Indiana
$740K +$684K +4,880 New
FM
2402
Family Management
New York
$739K +$74.4K +531 +12%
BFG
2403
Berger Financial Group
Minnesota
$736K -$68.4K -488 -9%
TWA
2404
Tillar-Wenstrup Advisors
Ohio
$731K +$21K +150 +3%
PTCG
2405
Pring Turner Capital Group
California
$731K -$140K -1,000 -17%
HC
2406
Hamilton Capital
Ohio
$729K +$220K +1,572 +49%
VC
2407
Veracity Capital
Georgia
$729K +$22.1K +158 +3%
NJBEST
2408
New Jersey Better Educational Savings Trust
New Jersey
$729K
CIA
2409
Cladis Investment Advisory
Montana
$728K -$7.43K -53 -1%
XWM
2410
Xcel Wealth Management
Florida
$727K
CIC
2411
Chilton Investment Company
Connecticut
$726K -$14.2K -101 -2%
LFG
2412
Lockerman Financial Group
California
$725K +$17.1K +122 +3%
SHWM
2413
Silicon Hills Wealth Management
Texas
$724K
RA
2414
Rational Advisors
New York
$721K -$227K -1,622 -25%
WIC
2415
Whitegate Investment Counselors
New Hampshire
$721K +$280 +2 +0%
FFG
2416
Frisch Financial Group
New York
$720K +$1.26K +9 +0.2%
SEC
2417
Seven Eight Capital
New York
$719K +$665K +4,747 New
EAM
2418
Eukles Asset Management
Ohio
$719K +$158K +1,127 +31%
TCB
2419
Texas Capital Bancshares
Texas
$718K -$1.82K -13 -0.3%
ICM
2420
IMS Capital Management
Oregon
$717K +$19.8K +141 +3%
SPWG
2421
Syntegra Private Wealth Group
Missouri
$715K +$662K +4,720 New
UCI
2422
Uncommon Cents Investing
Wisconsin
$715K +$14K +100 +2%
TW
2423
TrinityPoint Wealth
Connecticut
$714K +$12.1K +86 +2%
CCFM
2424
Clear Creek Financial Management
Washington
$714K +$170K +1,214 +35%
GM
2425
GeoWealth Management
Illinois
$711K -$588K -4,198 -47%

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.