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Procter & Gamble
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Overview Fund Activity

3,273 hedge funds and large institutions have $235B invested in Procter & Gamble in 2022 Q1 according to their latest regulatory filings, with 170 funds opening new positions, 1,447 increasing their positions, 1,270 reducing their positions, and 131 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,273
Holders Change
–
Holders Change %
0%
% of All Funds
51.8%
Holding in Top 10
252
Holding in Top 10 Change
-32
Holding in Top 10 Change %
-11.27%
% of All Funds
3.99%
New
170
Increased
1,447
Reduced
1,270
Closed
131
Calls
$2.29B
Puts
$1.92B
Net Calls
+$375M
Net Calls Change
-$46.7M

Top Buyers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$987M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$690M
3
Boston Partners
Boston Partners
Massachusetts
+$519M
4
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
+$396M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$366M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$762M
2
Diamond Hill Capital Management
Diamond Hill Capital Management
Ohio
-$631M
3
HSBC Holdings
HSBC Holdings
United Kingdom
-$454M
4
MAM
Magellan Asset Management
Australia
-$421M
5
Fidelity International
Fidelity International
Bermuda
-$373M
Name Holding Trade Value Shares
Change 		Shares
Change %
SWM
2476
Sugarloaf Wealth Management
Georgia
$611K +$764 +5 +0.1%
HAS
2477
Holland Advisory Services
Florida
$610K +$153 +1 +0%
AWM
2478
Aspire Wealth Management
Massachusetts
$610K +$1.07K +7 +0.2%
SWP
2479
Summit Wealth Partners
Florida
$610K -$21.9K -143 -3%
FAM
2480
Flaharty Asset Management
Florida
$609K -$15.9K -104 -3%
PGWM
2481
Parisi Gray Wealth Management
New Jersey
$608K -$2.29K -15 -0.4%
NCM
2482
Noesis Capital Mangement
Florida
$607K -$16.1K -105 -3%
FOA
2483
Five Oceans Advisors
California
$606K – – –
GPA
2484
Guidance Point Advisors
Massachusetts
$605K -$458 -3 -0.1%
CPM
2485
Connective Portfolio Management
New York
$604K – – –
HSWM
2486
Hubbell Strickland Wealth Management
Louisiana
$604K +$917 +6 +0.2%
WWP
2487
WR Wealth Planners
Missouri
$602K +$602K +3,940 New
BLC
2488
Brown, Lisle/Cummings
Rhode Island
$601K +$4.89K +32 +0.8%
BZWA
2489
Blue Zone Wealth Advisors
California
$601K -$11K -72 -2%
W
2490
WealthOne
New York
$600K +$204K +1,335 +52%
KL
2491
KilterHowling LLC
Colorado
$598K -$39K -255 -6%
HKIM
2492
Hayek Kallen Investment Management
Alabama
$597K -$15.1K -99 -2%
TA
2493
TCM Advisors
West Virginia
$596K -$653K -4,000 Closed
GAM
2494
Gould Asset Management
California
$596K -$51.2K -335 -8%
NA
2495
Nottingham Advisors
New York
$595K – – –
JBA
2496
Johnson Bixby & Associates
Washington
$594K +$764 +5 +0.1%
FSA
2497
Financial Sense Advisors
California
$593K -$1.11M -7,238 -65%
PCFFS
2498
Pacific Center for Financial Services
California
$593K -$30.4K -199 -5%
CCM
2499
Chiron Capital Management
Florida
$593K – – –
FPGK
2500
Financial Partners Group (Kansas)
Kansas
$593K +$1.53K +10 +0.3%
98 99
100
101 102