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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
LCM
2426
Liberty Capital Management
Michigan
$674K
SWA
2427
Sax Wealth Advisors
New Jersey
$674K
OCPWS
2428
One Charles Private Wealth Services
Massachusetts
$674K +$1.09K +7 +0.2%
GWA
2429
Gibson Wealth Advisors
Texas
$674K +$78.2K +500 +13%
SAM
2430
Strategy Asset Managers
California
$674K +$344K +2,200 +99%
GA
2431
Greenspring Advisors
Maryland
$672K +$8.45K +54 +1%
CPA
2432
Capital Planning Advisors
California
$672K +$105K +671 +18%
PO
2433
Private Ocean
California
$670K -$20.3K -130 -3%
QPWM
2434
Quadrant Private Wealth Management
Pennsylvania
$667K -$99.3K -635 -13%
SMG
2435
Spectrum Management Group
Indiana
$666K +$37.7K +241 +6%
LSC
2436
Lesa Sroufe & Co
Washington
$662K
PWAG
2437
Polaris Wealth Advisory Group
California
$662K +$262K +1,675 +67%
TFCP
2438
Twin Focus Capital Partners
Massachusetts
$660K +$1.25K +8 +0.2%
AWG
2439
Altus Wealth Group
Colorado
$659K +$3.6K +23 +0.5%
WP
2440
Waycross Partners
Kentucky
$658K -$2.47M -15,788 -79%
GWAG
2441
Garrett Wealth Advisory Group
Texas
$658K -$1.88K -12 -0.3%
SCA
2442
Sandy Cove Advisors
Massachusetts
$658K +$84.6K +541 +14%
BWM
2443
Boyd Wealth Management
California
$657K -$34.4K -220 -5%
WCM
2444
Wedge Capital Management
North Carolina
$653K +$22.1K +141 +3%
PP
2445
Paloma Partners
Connecticut
$652K +$667K +4,262 New
LFM
2446
LGT Fund Management
Liechtenstein
$651K
BMCM
2447
Bryn Mawr Capital Management
Pennsylvania
$650K +$71.2K +455 +12%
LWM
2448
Lyell Wealth Management
California
$648K +$18K +115 +3%
STAS
2449
Strong Tower Advisory Services
Minnesota
$648K +$116K +739 +21%
LJAC
2450
L.J. Altfest & Co
New York
$646K -$925K -5,910 -58%

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.