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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 %
SIC
601
Salem Investment Counselors
North Carolina
$14.5M -$97K -635 -0.7%
CGPCS
602
Capital Group Private Client Services
California
$14.3M -$1.06M -6,934 -7%
SFI
603
Siemens Fonds Invest
Germany
$14.3M -$20.3K -133 -0.1%
WDA
604
Wendell David Associates
New Hampshire
$14.2M -$52K -340 -0.4%
H
605
HoyleCohen
California
$14.2M +$103K +671 +0.7%
RMC
606
Resources Management Corp
Connecticut
$14.2M -$25.5K -167 -0.2%
WT
607
Washington Trust
Rhode Island
$14.1M +$369K +2,412 +3%
CNC
608
Canandaigua National Corp
New York
$14.1M -$73.3K -480 -0.5%
AAS
609
Avantax Advisory Services
Texas
$14.1M +$461K +3,021 +3%
CPFP
610
Clear Perspectives Financial Planning
Ohio
$14.1M +$373K +2,442 +3%
RC
611
RegentAtlantic Capital
New Jersey
$14M +$1.62M +10,610 +13%
TTWM
612
TCV Trust & Wealth Management
Virginia
$13.9M +$281K +1,842 +2%
ACP
613
Ashfield Capital Partners
California
$13.9M -$128K -840 -0.9%
BFA
614
Bragg Financial Advisors
North Carolina
$13.8M +$118K +772 +0.9%
HA
615
Harfst & Associates
Wyoming
$13.7M +$54.1K +354 +0.4%
SWM
616
Spire Wealth Management
Virginia
$13.7M -$2.16M -14,157 -14%
TCM
617
Twin Capital Management
Pennsylvania
$13.6M -$607K -3,975 -4%
KWM
618
Kingsview Wealth Management
Oregon
$13.5M +$5.25M +34,366 +63%
IWC
619
Integrated Wealth Concepts
Massachusetts
$13.5M +$242K +1,585 +2%
MOS
620
MGO One Seven
Ohio
$13.4M +$28.1K +184 +0.2%
LW
621
Linscomb Wealth
Texas
$13.4M +$382K +2,500 +3%
BCB
622
Brian C. Broderick
$13.4M +$392K +2,565 +3%
NRS
623
Neville Rodie & Shaw
New York
$13.4M -$46.5K -300 -0.3%
WCMN
624
Westchester Capital Management (Nebraska)
Nebraska
$13.4M -$59.7K -391 -0.4%
VVP
625
Venture Visionary Partners
Ohio
$13.3M +$1.03M +6,730 +8%
23 24
25
26 27