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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 %
LI
2876
Latash Investments
Alaska
$326K – – –
CHA
2877
Cooper/Haims Advisors
New York
$325K -$11.8K -77 -3%
CAM
2878
Concorde Asset Management
Michigan
$324K +$16.4K +107 +5%
FI
2879
Financial Insights
Washington
$323K +$1.37K +9 +0.4%
AWS
2880
Arkfeld Wealth Strategies
Nebraska
$323K +$10.8K +68 +3%
AP
2881
Adero Partners
California
$323K +$14.4K +94 +5%
RWI
2882
Red Wave Investments
Pennsylvania
$323K +$55K +360 +21%
NWM
2883
Nauset Wealth Management
Connecticut
$320K -$5.19K -34 -2%
CSIA
2884
Charles Schwab Investment Advisory
California
$320K +$108K +703 +51%
CJL
2885
Cyrus J. Lawrence
New York
$320K +$320K +2,095 New
MFS
2886
McNamara Financial Services
Massachusetts
$319K -$3.21K -21 -1%
FCMT
2887
Founders Capital Management (Texas)
Texas
$319K – – –
FRA
2888
Frank Rimerman Advisors
California
$318K – – –
CP
2889
Camelot Portfolios
Ohio
$318K +$153 +1 +0%
EIA
2890
Eldridge Investment Advisors
New Hampshire
$317K -$10.4K -68 -3%
Financial Engines Advisors
2891
Financial Engines Advisors
California
$317K +$15.3K +100 +5%
SFCL
2892
Strengthening Families & Communities LLC
Massachusetts
$316K +$46.8K +306 +17%
RHJA
2893
Rice Hall James & Associates
California
$315K -$184K -1,205 -37%
VRM
2894
Vectors Research Management
New York
$315K -$13.6K -89 -4%
OPW
2895
Oxler Private Wealth
New York
$315K +$1.53K +10 +0.5%
HC
2896
HNP Capital
New York
$315K +$1.68K +11 +0.5%
FWP
2897
Falcon Wealth Planning
California
$315K +$65.7K +430 +26%
C
2898
Covestor
United Kingdom
$315K +$148K +971 +89%
ML
2899
McAdam LLC
Pennsylvania
$312K -$50.5K -330 -14%
TCM
2900
Tandem Capital Management
New Jersey
$312K – – –
114 115
116
117 118