PG icon

Procter & Gamble
PG

Overview Fund Activity

3,273 hedge funds and large institutions have $252B invested in Procter & Gamble in 2021 Q4 according to their latest regulatory filings, with 472 funds opening new positions, 1,275 increasing their positions, 1,183 reducing their positions, and 83 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,273
Holders Change
+347
Holders Change %
+11.86%
% of All Funds
50.55%
Holding in Top 10
284
Holding in Top 10 Change
+67
Holding in Top 10 Change %
+30.88%
% of All Funds
4.39%
New
472
Increased
1,275
Reduced
1,183
Closed
83
Calls
$3.05B
Puts
$2.63B
Net Calls
+$421M
Net Calls Change
+$11.1M

Top Buyers

1
GQG Partners
GQG Partners
Florida
$1.23B
2
Morgan Stanley
Morgan Stanley
New York
$6B
3
BlackRock
BlackRock
New York
$25.7B
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$4.16B
5
State Street
State Street
Massachusetts
$17.3B

Top Sellers

1
TFM
Trian Fund Management
New York
$38.8M
2
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$114M
3
MAM
Magellan Asset Management
Australia
$1.53B
4
Franklin Resources
Franklin Resources
California
$1.75B
5
Bank of Montreal
Bank of Montreal
Ontario, Canada
$745M
Name Holding Trade Value Shares
Change 		Shares
Change %
AFA
3051
Arlington Financial Advisors
California
$233K +$233K +1,423 New
NRW
3052
Nova R Wealth
Kansas
$233K +$233K +1,427 New
MWA
3053
Martel Wealth Advisors
Washington
$233K +$233K +1,430 New
HWM
3054
Howard Wealth Management
Connecticut
$232K -$4.25K -26 -2%
BC
3055
Brio Consultants
California
$231K -$262K -1,599 -53%
HCM
3056
Highview Capital Management
Illinois
$231K +$231K +1,413 New
BWM
3057
BigSur Wealth Management
Florida
$231K +$231K +1,414 New
IAP
3058
Indie Asset Partners
Indiana
$230K -$112K -686 -33%
MWM
3059
MBE Wealth Management
Wisconsin
$230K -$32.8K -200 -12%
IRC
3060
Investors Research Corp
Georgia
$230K – – –
GIM
3061
Greenwich Investment Management
Connecticut
$230K +$230K +1,404 New
ER
3062
Enlightenment Research
Florida
$229K -$362K -2,211 -61%
APA
3063
Astoria Portfolio Advisors
New York
$229K +$229K +1,401 New
ST
3064
Sentinel Trust
Texas
$229K +$229K +1,402 New
SPI
3065
Santori & Peters Inc
Pennsylvania
$229K +$229K +1,405 New
WAOI
3066
Wealth Advisors of Iowa
Iowa
$228K +$228K +1,391 New
SPP
3067
Single Point Partners
Massachusetts
$228K +$228K +1,393 New
BWA
3068
Beam Wealth Advisors
Louisiana
$227K -$45K -275 -17%
LFGH
3069
Lee Financial Group Hawaii
Hawaii
$227K +$227K +1,385 New
CSIA
3070
Charles Schwab Investment Advisory
California
$227K +$227K +1,388 New
AIA
3071
AIMZ Investment Advisors
California
$226K +$226K +1,384 New
KW
3072
KWB Wealth
California
$225K -$8.83K -54 -4%
ODIJL
3073
One Day In July LLC
Vermont
$225K +$225K +1,378 New
BFP
3074
Briaud Financial Planning
Texas
$225K +$225K +1,378 New
AWM
3075
Abound Wealth Management
Tennessee
$225K +$225K +1,374 New
121 122
123
124 125