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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
$2.06B
2
Fidelity Investments
Fidelity Investments
Massachusetts
$4.52B
3
Boston Partners
Boston Partners
Massachusetts
$523M
4
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
$515M
5
Vanguard Group
Vanguard Group
Pennsylvania
$33.2B

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$4.85B
2
Diamond Hill Capital Management
Diamond Hill Capital Management
Ohio
$0
3
HSBC Holdings
HSBC Holdings
United Kingdom
$488M
4
MAM
Magellan Asset Management
Australia
$1.01B
5
Fidelity International
Fidelity International
Bermuda
$580M
Name Holding Trade Value Shares
Change 		Shares
Change %
ACK
3176
Andrew C. Karlinski
$116K – – –
LWP
3177
Laurel Wealth Planning
Minnesota
$115K +$115K +750 New
LAS
3178
Lloyd Advisory Services
Georgia
$114K +$111K +721 +3,277%
CMBA
3179
C.M. Bidwell & Associates
Hawaii
$113K +$42K +275 +59%
WAM
3180
Worth Asset Management
Texas
$111K +$111K +730 New
APC
3181
Aspire Private Capital
North Carolina
$107K -$3.05K -20 -3%
CWA
3182
Carolina Wealth Advisors
South Carolina
$107K – – –
OCM
3183
Orion Capital Management
California
$107K – – –
RA
3184
Rise Advisors
New York
$105K +$2.59K +17 +3%
MTC
3185
Matrix Trust Company
Colorado
$105K +$105K +687 New
FP
3186
Financial Perspectives
Minnesota
$103K – – –
HCM
3187
Horrell Capital Management
Arkansas
$102K – – –
BAM
3188
Baldrige Asset Management
Pennsylvania
$102K +$152 +1 +0.1%
DTIM
3189
Danda Trouve Investment Management
Kansas
$101K – – –
WFA
3190
West Financial Advisors
Iowa
$100K – – –
PPWM
3191
PFG Private Wealth Management
Florida
$100K +$1.53K +10 +2%
CFG
3192
CKW Financial Group
Hawaii
$93K +$155 +1 +0.2%
BCM
3193
Blume Capital Management
California
$92K – – –
GKIM
3194
GW&K Investment Management
Massachusetts
$92K +$92K +605 New
FBT
3195
First Bank & Trust
South Dakota
$90K -$15.4K -101 -15%
PAG
3196
Paladin Advisory Group
Iowa
$90K +$90K +586 New
GIA
3197
Goodwin Investment Advisory
Georgia
$86K +$38.8K +256 +82%
Macquarie Group
3198
Macquarie Group
Australia
$83.7K +$16.6K +108,767 +25%
MGI
3199
MayTech Global Investments
New York
$83K -$59K -386 -42%
NR
3200
Newfound Research
Massachusetts
$82K -$69.3K -452 -46%
126 127
128
129 130