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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 %
KCFA
3026
Key Client Fiduciary Advisors
New Jersey
$245K +$42.7K +280 +21%
PC
3027
Peavine Capital
Nevada
$244K – – –
WWA
3028
WC Walker & Associates
California
$243K – – –
PCM
3029
Prelude Capital Management
New York
$243K +$243K +1,588 New
CC
3030
Commons Capital
Massachusetts
$242K -$30.5K -199 -11%
RWMH
3031
Riverpoint Wealth Management Holdings
Illinois
$242K -$6.88K -45 -3%
KIM
3032
Karpus Investment Management
New York
$242K – – –
SG
3033
Somerset Group
Minnesota
$241K – – –
RWM
3034
Reston Wealth Management
Virginia
$241K +$612 +4 +0.3%
KBG
3035
Kahn Brothers Group
New York
$240K +$240K +1,600 New
PCM
3036
Piedmont Capital Management
Montana
$239K -$76.9K -502 -24%
LIM
3037
Lathrop Investment Management
Arkansas
$239K -$8.56K -56 -3%
NWM
3038
Northwest Wealth Management
Iowa
$239K +$239K +1,565 New
CPC
3039
Consolidated Planning Corp
Georgia
$238K -$306 -2 -0.1%
FIM
3040
Fernwood Investment Management
Massachusetts
$238K – – –
AS
3041
Altshuler Shaham
Israel
$238K +$157K +1,028 +194%
NICM
3042
Neo Ivy Capital Management
New York
$238K +$208K +1,366 +690%
POIA
3043
Pin Oak Investment Advisors
Texas
$237K -$13K -85 -5%
WW
3044
Waterfront Wealth
Kansas
$237K – – –
EWA
3045
Evolution Wealth Advisors
Florida
$237K – – –
HFW
3046
Horizon Family Wealth
Illinois
$237K +$7.02K +46 +3%
SEEDPG
3047
S.E.E.D. Planning Group
New York
$235K -$34.6K -226 -13%
OA
3048
Operose Advisors
Wisconsin
$235K +$61.2K +400 +35%
WFPG
3049
Waller Financial Planning Group
Ohio
$234K – – –
HCRE
3050
Hoya Capital Real Estate
Connecticut
$234K – – –
120 121
122
123 124