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Procter & Gamble
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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
+$307M
3
BlackRock
BlackRock
New York
+$292M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$287M
5
State Street
State Street
Massachusetts
+$281M

Top Sellers

1
TFM
Trian Fund Management
New York
-$823M
2
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$767M
3
MAM
Magellan Asset Management
Australia
-$605M
4
Franklin Resources
Franklin Resources
California
-$466M
5
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$283M
Name Holding Trade Value Shares
Change 		Shares
Change %
SHFA
1001
SC&H Financial Advisors
Maryland
$6.26M +$6.26M +38,281 New
Nomura Holdings
1002
Nomura Holdings
Japan
$6.26M -$1.72M -10,953 -22%
GVAG
1003
Great Valley Advisor Group
Delaware
$6.25M +$431K +2,699 +7%
DHGWA
1004
Dixon Hughes Goodman Wealth Advisors
North Carolina
$6.21M +$6.21M +37,946 New
CIAS
1005
Capital Investment Advisory Services
North Carolina
$6.2M +$1.27M +7,741 +26%
HTI
1006
Hikari Tsushin Inc
Japan
$6.18M +$6.18M +37,800 New
RFM
1007
Royal Fund Management
Florida
$6.18M -$178K -1,089 -3%
GRQ
1008
Gardner Russo & Quinn
Pennsylvania
$6.18M -$829K -5,066 -12%
BRWM
1009
B. Riley Wealth Management
Tennessee
$6.17M +$459K +2,809 +8%
SG
1010
Swarthmore Group
Pennsylvania
$6.13M -$467K -2,853 -7%
VWA
1011
V Wealth Advisors
Kansas
$6.12M -$50.1K -306 -0.8%
MBI
1012
Montrusco Bolton Investments
Quebec, Canada
$6.11M -$812K -4,965 -12%
TCA
1013
Transcend Capital Advisors
New Jersey
$6.1M +$434K +2,656 +8%
CAM
1014
Cypress Asset Management
Texas
$6.1M -$26.8K -164 -0.4%
VAS
1015
Vestmark Advisory Solutions
Massachusetts
$6.07M +$745K +4,556 +14%
WANY
1016
Wealthspire Advisors (New York)
New York
$6.07M -$415K -2,534 -6%
NAM
1017
NTV Asset Management
West Virginia
$6.06M -$32.4K -198 -0.5%
Kovitz Investment Group Partners
1018
Kovitz Investment Group Partners
Illinois
$6.06M -$2.58M -18,569 -30%
CC
1019
Chicago Capital
Illinois
$6.06M – – –
SFO
1020
Stokes Family Office
Louisiana
$6.01M +$186K +1,136 +3%
NPT
1021
Nixon Peabody Trust
Massachusetts
$5.98M +$405K +2,477 +7%
MJB
1022
Mark J. Bradley
$5.97M -$57.3K -350 -0.9%
AB
1023
Atlas Brown
Kentucky
$5.94M -$18.6K -114 -0.3%
JCM
1024
Jacobi Capital Management
Pennsylvania
$5.9M +$107K +656 +2%
HAI
1025
Hennessy Advisors Inc
California
$5.89M -$147K -900 -2%
39 40
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