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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 %
CWP
2576
CFM Wealth Partners
Texas
$529K +$65K +426 +14%
PFT
2577
Providence First Trust
Arizona
$528K +$528K +3,455 New
MCM
2578
Mendel Capital Management
Arkansas
$527K +$2.29K +15 +0.4%
BFA
2579
BMS Financial Advisors
South Dakota
$527K +$12.2K +80 +2%
HBCM
2580
Heron Bay Capital Management
Michigan
$525K -$3.52K -23 -0.7%
BCIM
2581
Bishop & Co Investment Management
Pennsylvania
$524K – – –
ES
2582
Eagle Strategies
New York
$524K +$19.2K +126 +4%
OFW
2583
Omnia Family Wealth
Florida
$522K – – –
WCF
2584
West Coast Financial
California
$522K +$1.53K +10 +0.3%
OIM
2585
Orca Investment Management
Oregon
$522K +$16.4K +107 +3%
VCG
2586
Vantage Consulting Group
Virginia
$521K -$21.6K -141 -4%
SA
2587
Syntax Advisors
New York
$521K -$21.6K -141 -4%
CPSC
2588
Carl P. Sherr & Co
Massachusetts
$520K -$1.53K -10 -0.3%
SICM
2589
Sustainable Insight Capital Management
New York
$520K +$35.6K +233 +7%
SC
2590
Stephens Consulting
Michigan
$520K -$73.3K -480 -12%
MCM
2591
McRae Capital Management
New Jersey
$519K +$15.3K +100 +3%
UWM
2592
USAdvisors Wealth Management
Minnesota
$518K -$85.9K -562 -14%
LAS
2593
LWM Advisory Services
Florida
$518K +$57.7K +377 +13%
MLFP
2594
MPS Loria Financial Planners
Illinois
$517K +$15.6K +102 +3%
JCIA
2595
Jackson Creek Investment Advisors
Colorado
$516K -$19.3K -126 -4%
HWM
2596
HighMark Wealth Management
Minnesota
$515K -$13K -85 -2%
OBGC
2597
O'Brien Greene & Co
Pennsylvania
$515K -$305 -2 -0.1%
ECM
2598
Elgethun Capital Management
South Dakota
$512K +$2.14K +14 +0.4%
JC
2599
Jentner Corp
Ohio
$512K +$32.1K +210 +7%
LF
2600
LifeSteps Financial
California
$508K +$153 +1 +0%
102 103
104
105 106