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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 %
GSWM
3051
Greenup Street Wealth Management
Michigan
$234K +$40.4K +265 +21%
FC
3052
Fusion Capital
South Carolina
$233K -$22.3K -146 -9%
LIA
3053
LBMC Investment Advisors
Tennessee
$233K -$12.1K -79 -5%
OAM
3054
Occidental Asset Management
California
$233K +$4.59K +30 +2%
WCM
3055
Wealthcare Capital Management
Virginia
$232K +$232K +1,519 New
HIC
3056
Hartline Investment Corp
Illinois
$232K +$232K +1,721 New
BWM
3057
Bulltick Wealth Management
Florida
$231K – – –
SCM
3058
Southport Capital Management
Tennessee
$231K -$434K -2,843 -65%
FFA
3059
Fi3 Financial Advisors
Indiana
$231K -$7.01K -46 -3%
WWM
3060
WT Wealth Management
Arizona
$231K – – –
AIM
3061
AHL Investment Management
Florida
$230K – – –
WF
3062
Whelan Financial
California
$230K +$230K +1,504 New
MWM
3063
MinichMacGregor Wealth Management
New York
$229K -$22.6K -148 -9%
IG
3064
Ithaka Group
Virginia
$229K – – –
SWM
3065
Sculati Wealth Management
Michigan
$229K – – –
SCP
3066
Seizert Capital Partners
Michigan
$229K – – –
VCS
3067
Vaughan & Co Securities
New Jersey
$229K +$30.5K +200 +15%
UFA
3068
US Financial Advisors
Massachusetts
$228K -$4.28K -28 -2%
GPA
3069
Guerra Pan Advisors
New Jersey
$228K – – –
DFG
3070
Demars Financial Group
Washington
$227K -$3.52K -23 -2%
LWA
3071
Lenox Wealth Advisors
New York
$227K -$2.4K -15 -1%
TNAM
3072
Terra Nova Asset Management
New York
$227K +$153 +1 +0.1%
AWS
3073
AJ Wealth Strategies
New York
$226K – – –
MWM
3074
MBE Wealth Management
Wisconsin
$226K +$12K +79 +6%
TIM
3075
Tortoise Investment Management
New York
$226K +$25.3K +166 +13%
121 122
123
124 125