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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 %
AF
1001
Arrow Financial
New York
$5.98M -$127K -832 -2%
BST
1002
Bath Savings Trust
Maine
$5.96M -$43.2K -283 -0.7%
CWG
1003
Cornerstone Wealth Group
North Carolina
$5.96M +$526K +3,441 +10%
VWA
1004
V Wealth Advisors
Kansas
$5.95M +$229K +1,501 +4%
TCA
1005
Transcend Capital Advisors
New Jersey
$5.94M +$240K +1,569 +4%
T
1006
TCWP
Ohio
$5.92M +$5.53M +36,173 +1,405%
AWM
1007
Apollon Wealth Management
South Carolina
$5.91M -$198K -1,298 -3%
ET
1008
Equitable Trust
Tennessee
$5.91M -$526K -3,440 -8%
AWM
1009
Avior Wealth Management
Nebraska
$5.91M -$105K -715 -2%
PT
1010
Plimoth Trust
Massachusetts
$5.9M -$110K -719 -2%
GAM
1011
Griffin Asset Management
New York
$5.89M -$579K -3,788 -9%
EP
1012
Edgestream Partners
New Jersey
$5.89M +$5.39M +35,252 +1,078%
PA
1013
Profund Advisors
Maryland
$5.88M -$825K -5,402 -12%
IRF
1014
IBM Retirement Fund
New York
$5.87M -$253K -1,657 -4%
GRQ
1015
Gardner Russo & Quinn
Pennsylvania
$5.86M +$94K +615 +2%
ATPW
1016
Ashton Thomas Private Wealth
Arizona
$5.85M +$2.29M +15,002 +64%
KWA
1017
Kellett Wealth Advisors
Ohio
$5.84M +$362K +2,370 +7%
SG
1018
Stonnington Group
California
$5.83M +$314K +1,970 +6%
SHFA
1019
SC&H Financial Advisors
Maryland
$5.82M -$25.1K -164 -0.4%
MBI
1020
Montrusco Bolton Investments
Quebec, Canada
$5.8M +$90K +589 +2%
JIP
1021
Jaffetilchin Investment Partners
Florida
$5.77M +$312K +2,054 +6%
OWA
1022
Octavia Wealth Advisors
Ohio
$5.77M -$1.67M -10,929 -22%
PPW
1023
Parcion Private Wealth
Washington
$5.67M -$1.04M -6,783 -15%
Kovitz Investment Group Partners
1024
Kovitz Investment Group Partners
Illinois
$5.67M -$988K -6,468 -15%
SG
1025
Swarthmore Group
Pennsylvania
$5.67M -$57.3K -375 -1%
39 40
41
42 43