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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 %
BCM
501
BTR Capital Management
California
$19.4M -$45.8K -300 -0.2%
IIM
502
Intact Investment Management
Quebec, Canada
$19.3M -$1.56M -10,200 -7%
DCM
503
Donaldson Capital Management
Indiana
$19.2M +$16.9M +110,700 +743%
PAM
504
Palisade Asset Management
Minnesota
$19M +$176K +1,155 +0.9%
BRWA
505
B. Riley Wealth Advisors
Florida
$19M -$629K -4,114 -3%
GD
506
Grandfield & Dodd
New York
$19M -$202K -1,320 -1%
9WM
507
9258 Wealth Management
Ohio
$19M +$172K +1,127 +0.9%
HL
508
HeadInvest LLC
Maine
$18.9M -$15K -98 -0.1%
DWM
509
Doyle Wealth Management
Florida
$18.9M +$90.2K +590 +0.5%
Pacer Advisors
510
Pacer Advisors
Pennsylvania
$18.8M -$430K -2,817 -2%
HCMT
511
Highland Capital Management (Tennessee)
Tennessee
$18.8M -$55.6K -364 -0.3%
RMCM
512
Reynders McVeigh Capital Management
Massachusetts
$18.7M +$170K +1,115 +0.9%
RCYC
513
Richard C. Young & Co
Rhode Island
$18.4M -$2.89M -18,940 -14%
VIA
514
Vident Investment Advisory
Georgia
$18.4M +$415K +2,713 +2%
CWM
515
Congress Wealth Management
Massachusetts
$18.3M -$1.8M -11,755 -9%
ATC
516
Argent Trust Co
Tennessee
$18.2M +$130K +852 +0.7%
CSWM
517
Cassady Schiller Wealth Management
Ohio
$18.1M +$2.38M +15,588 +15%
CTA
518
Colonial Trust Advisors
South Carolina
$18.1M +$90K +589 +0.5%
BAM
519
Barrett Asset Management
New York
$18.1M +$9.47K +62 +0.1%
FPCM
520
Financial Partners Capital Management
New York
$18M -$400K -2,621 -2%
IAIM
521
Industrial Alliance Investment Management
Quebec, Canada
$18M -$5.92M -38,723 -25%
UBV
522
United Bank (Virginia)
Virginia
$17.9M -$580K -3,796 -3%
SCA
523
Stonebridge Capital Advisors
Minnesota
$17.9M +$59.1K +387 +0.3%
BFIM
524
Beese Fulmer Investment Management
Ohio
$17.8M -$311K -2,036 -2%
PWLP
525
Prio Wealth Limited Partnership
Massachusetts
$17.8M +$11.8K +77 +0.1%
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