We are live on ! Find out more
PG icon

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
SSW
2451
Stone Summit Wealth
Florida
$692K +$82.7K +590 +15%
CRC
2452
Curi RMB Capital
Illinois
$690K +$39.3K +280 +7%
SWA
2453
SOA Wealth Advisors
New York
$690K -$6.03K -43 -0.9%
AWG
2454
Altus Wealth Group
Colorado
$688K +$35.3K +252 +6%
ACM
2455
Armbruster Capital Management
New York
$686K +$29.7K +212 +5%
PA
2456
PSI Advisors
Florida
$685K -$25.2K -180 -4%
TIA
2457
Tiemann Investment Advisors
California
$685K +$1.4K +10 +0.2%
FZCM
2458
Flynn Zito Capital Management
New York
$685K +$561 +4 +0.1%
HCMG
2459
Howard Capital Management Group
California
$685K -$230K -1,640 -27%
FNBSF
2460
First National Bank Sioux Falls
South Dakota
$684K
BCM
2461
Bienville Capital Management
New York
$682K
AFIA
2462
America First Investment Advisors
Nebraska
$681K
EFG
2463
Ethos Financial Group
Pennsylvania
$680K +$625K +4,456 New
SWM
2464
Shakespeare Wealth Management
Wisconsin
$680K -$17.7K -126 -3%
RWA
2465
Rainsberger Wealth Advisors
Colorado
$679K +$21.7K +155 +4%
I2I
2466
Insight 2811 Inc
Illinois
$679K +$138K +985 +28%
TFCP
2467
Twin Focus Capital Partners
Massachusetts
$678K +$21.3K +152 +4%
EDRIA
2468
Edmonds Duncan Registered Investment Advisors
Kansas
$677K
TWM
2469
Tanager Wealth Management
United Kingdom
$677K +$354K +2,523 +130%
AL
2470
ADE LLC
Maryland
$676K
FC
2471
FCA Corp
Texas
$676K +$191K +1,359 +44%
KWA
2472
KCS Wealth Advisory
California
$675K -$652K -4,651 -51%
DCM
2473
Deuterium Capital Management
Florida
$675K +$624K +4,452 New
HC
2474
Hoese & Co
Minnesota
$674K
MFG
2475
MTM Financial Group
Pennsylvania
$673K

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.