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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
WCWM
2426
Willow Creek Wealth Management
California
$711K +$93.4K +666 +17%
CWM
2427
Cahaba Wealth Management
Georgia
$711K -$14.6K -104 -2%
TAM
2428
Todd Asset Management
Kentucky
$710K -$11.8K -84 -2%
LPAM
2429
Lodestar Private Asset Management
California
$710K +$656K +4,682 New
BIA
2430
Barry Investment Advisors
Massachusetts
$709K +$3.08K +22 +0.5%
CP
2431
Covenant Partners
Tennessee
$709K
BIG
2432
Builder Investment Group
Georgia
$707K +$654K +4,664 New
CFO
2433
Callan Family Office
Pennsylvania
$706K +$653K +4,661 New
TNA
2434
True North Advisors
Texas
$706K +$4.07K +29 +0.6%
TCBWMS
2435
Texas Capital Bank Wealth Management Services
Texas
$703K -$57.5K -410 -8%
FWA
2436
FSM Wealth Advisors
Ohio
$700K -$154K -1,095 -19%
FWP
2437
Firethorn Wealth Partners
Georgia
$699K +$44.9K +320 +7%
LA
2438
LexAurum Advisors
Kansas
$698K -$5.05K -36 -0.8%
GKWIM
2439
Gerber Kawasaki Wealth & Investment Management
California
$698K -$8.69K -62 -1%
HIP
2440
Harrell Investment Partners
Texas
$698K
EFM
2441
E Fund Management
China
$696K -$34.2K -244 -5%
HIGP
2442
Hill Investment Group Partners
Missouri
$696K +$644K +4,591 New
APG
2443
Abacus Planning Group
South Carolina
$696K +$140 +1 +0%
WAM
2444
WFA Asset Management
Wisconsin
$695K -$91.5K -653 -12%
CI
2445
Cavalier Investments
Georgia
$694K -$41.2K -294 -6%
NVIM
2446
New Vernon Investment Management
Illinois
$694K
STAS
2447
Strong Tower Advisory Services
Minnesota
$694K +$1.26K +9 +0.2%
GA
2448
Greenspring Advisors
Maryland
$693K +$841 +6 +0.1%
TA
2449
TruWealth Advisors
Louisiana
$692K +$8.27K +59 +1%
CCM
2450
Canal Capital Management
Virginia
$692K -$71.1K -507 -10%

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.