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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
Vanguard Group
1
Vanguard Group
Pennsylvania
$34.2B +$163M +1,165,186 +0.5%
BlackRock
2
BlackRock
New York
$24.2B -$311M -2,218,898 -1%
State Street
3
State Street
Massachusetts
$16B +$96.8M +690,768 +0.7%
Geode Capital Management
4
Geode Capital Management
Massachusetts
$7B +$45.3M +323,292 +0.7%
Morgan Stanley
5
Morgan Stanley
New York
$6.72B +$695M +4,959,527 +13%
Bank of America
6
Bank of America
North Carolina
$5.73B +$198M +1,413,443 +4%
Wellington Management Group
7
Wellington Management Group
Massachusetts
$5.04B -$495M -3,530,922 -10%
Northern Trust
8
Northern Trust
Illinois
$4.61B -$16.4M -116,694 -0.4%
AWA
9
Arete Wealth Advisors
Illinois
$4.34B +$287K +2,050 +8%
Norges Bank
10
Norges Bank
Norway
$3.75B +$121M +865,235 +4%
Fidelity Investments
11
Fidelity Investments
Massachusetts
$3.6B +$62.7M +446,936 +2%
Bank of New York Mellon
12
Bank of New York Mellon
New York
$3.55B -$56M -399,747 -2%
JP Morgan Chase
13
JP Morgan Chase
New York
$3.42B +$155K +1,108 +0%
Ameriprise
14
Ameriprise
Minnesota
$2.93B +$387M +2,763,567 +17%
T. Rowe Price Associates
15
T. Rowe Price Associates
Maryland
$2.6B +$241M +1,722,462 +11%
Legal & General Group
16
Legal & General Group
United Kingdom
$2.48B -$187M -1,334,674 -8%
Charles Schwab
17
Charles Schwab
California
$2.46B +$15.3M +109,276 +0.7%
Wells Fargo
18
Wells Fargo
California
$2.41B +$1.69M +12,091 +0.1%
State Farm Mutual Automobile Insurance
19
State Farm Mutual Automobile Insurance
Illinois
$2.39B
N
20
Nuveen
North Carolina
$1.94B +$72.9M +519,844 +4%
Goldman Sachs
21
Goldman Sachs
New York
$1.73B -$117M -831,430 -7%
UBS Group
22
UBS Group
Switzerland
$1.72B +$243M +1,735,193 +18%
Deutsche Bank
23
Deutsche Bank
Germany
$1.69B -$399M -2,846,579 -20%
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
$1.52B +$156M +1,115,783 +13%
UBS AM
25
UBS AM
Illinois
$1.49B -$66.1M -471,483 -5%

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.