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Procter & Gamble

3,255 hedge funds and large institutions have $220B invested in Procter & Gamble in 2022 Q2 according to their latest regulatory filings, with 125 funds opening new positions, 1,466 increasing their positions, 1,262 reducing their positions, and 119 closing their positions.

New
Increased
Maintained
Reduced
Closed

28% more funds holding in top 10

Funds holding in top 10: 252322 (+70)

25% more call options, than puts

Call options by funds: $2.26B | Put options by funds: $1.81B

16% more repeat investments, than reductions

Existing positions increased: 1,466 | Existing positions reduced: 1,262

5% more first-time investments, than exits

New positions opened: 125 | Existing positions closed: 119

0.53% less ownership

Funds ownership: 64.56%64.02% (-0.53%)

1% less funds holding

Funds holding: 3,2903,255 (-35)

7% less capital invested

Capital invested by funds: $235B → $220B (-$15.3B)

Holders
3,255
Holders Change
-35
Holders Change %
-1.06%
% of All Funds
54.83%
Holding in Top 10
322
Holding in Top 10 Change
+70
Holding in Top 10 Change %
+27.78%
% of All Funds
5.42%
New
125
Increased
1,466
Reduced
1,262
Closed
119
Calls
$2.26B
Puts
$1.81B
Net Calls
+$453M
Net Calls Change
+$77.8M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$32B +$730M +4,853,781 +2%
BlackRock
2
BlackRock
New York
$23.2B +$914M +6,079,225 +4%
State Street
3
State Street
Massachusetts
$14.9B -$243M -1,617,670 -2%
Geode Capital Management
4
Geode Capital Management
Massachusetts
$6.55B +$243M +1,619,030 +4%
Wellington Management Group
5
Wellington Management Group
Massachusetts
$5.95B -$856M -5,696,730 -12%
Morgan Stanley
6
Morgan Stanley
New York
$5.8B +$1.3B +8,627,012 +27%
Bank of America
7
Bank of America
North Carolina
$5.23B +$1.17B +7,796,962 +27%
Northern Trust
8
Northern Trust
Illinois
$4.47B +$6.96M +46,322 +0.1%
Fidelity Investments
9
Fidelity Investments
Massachusetts
$3.61B -$674M -4,482,592 -15%
Bank of New York Mellon
10
Bank of New York Mellon
New York
$3.47B +$57M +379,261 +2%
Norges Bank
11
Norges Bank
Norway
$3.31B +$10.6M +70,751 +0.3%
JP Morgan Chase
12
JP Morgan Chase
New York
$3.21B -$385M -2,561,785 -10%
Legal & General Group
13
Legal & General Group
United Kingdom
$2.67B +$95.8M +637,095 +4%
T. Rowe Price Associates
14
T. Rowe Price Associates
Maryland
$2.38B +$459M +3,054,844 +23%
Charles Schwab
15
Charles Schwab
California
$2.3B +$12.5M +83,364 +0.5%
Wells Fargo
16
Wells Fargo
California
$2.28B -$79.4M -527,951 -3%
State Farm Mutual Automobile Insurance
17
State Farm Mutual Automobile Insurance
Illinois
$2.27B +$9.13M +60,750 +0.4%
Ameriprise
18
Ameriprise
Minnesota
$2.13B +$103M +685,014 +5%
Deutsche Bank
19
Deutsche Bank
Germany
$2.11B -$120M -801,448 -5%
Goldman Sachs
20
Goldman Sachs
New York
$2.1B +$228M +1,517,798 +12%
N
21
Nuveen
North Carolina
$1.85B +$3.47M +23,109 +0.2%
UBS AM
22
UBS AM
Illinois
$1.67B -$105M -697,422 -6%
Capital World Investors
23
Capital World Investors
California
$1.5B +$81.4M +541,712 +5%
Swiss National Bank
24
Swiss National Bank
Switzerland
$1.5B -$12.5M -83,300 -0.8%
UBS Group
25
UBS Group
Switzerland
$1.36B -$103M -683,652 -7%

PG Hedge Fund Activity: Q2 2022 in Review

3,255 of the 5,937 institutional investors tracked by Wall St. Rank reported a position in Procter & Gamble (PG) for Q2 2022, worth a combined $220B — down 6.5% from $235B a quarter earlier.

Buyers outnumbered sellers: 125 funds opened new PG positions and 119 closed out — a net gain of 6 holders — while 1,466 added to existing stakes and 1,262 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $1.3B. The largest seller was Wellington Management Group, cutting an estimated $856M.

  • 3,255 institutional investors held Procter & Gamble (PG) as of Q2 2022, down from 3,290 in Q1 2022.
  • Funds reported $220B of Procter & Gamble stock for Q2 2022, down 6.5% quarter-over-quarter.
  • 125 funds opened new Procter & Gamble positions in Q2 2022 and 119 closed out, a net change of +6 holders.
  • The largest Procter & Gamble buyer in Q2 2022 was Morgan Stanley, an estimated $1.3B added.
  • The largest Procter & Gamble seller in Q2 2022 was Wellington Management Group, an estimated $856M sold.

Based on aggregated 13F filings for Q2 2022.