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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 %
SFA
1076
Semmax Financial Advisors
North Carolina
$5.12M +$416K +2,726 +9%
CAAS
1077
Capital Asset Advisory Services
Michigan
$5.11M +$641K +4,198 +14%
SIC
1078
Sigma Investment Counselors
Michigan
$5.1M -$19.7K -129 -0.4%
PP
1079
Patron Partners
Texas
$5.1M +$1.38K +9 +0%
BCCM
1080
Bridge Creek Capital Management
Massachusetts
$5.1M -$4.31M -28,197 -46%
WPW
1081
Waldron Private Wealth
Pennsylvania
$5.1M +$171K +1,119 +3%
WTA
1082
Washington Trust Advisors
Massachusetts
$5.1M -$101K -661 -2%
BCM
1083
Bancreek Capital Management
California
$5.09M +$1.68M +10,972 +49%
DCM
1084
Dupont Capital Management
Delaware
$5.08M -$839K -5,491 -14%
PBC
1085
Pavion Blue Capital
California
$5.07M +$183K +1,200 +4%
BP
1086
Ballentine Partners
Massachusetts
$5.07M +$780K +5,104 +18%
FAIM
1087
Financial Advocates Investment Management
Washington
$5.07M +$112K +734 +2%
CW
1088
Connectus Wealth
Ohio
$5.05M -$506K -3,091 -9%
BFG
1089
Barber Financial Group
Kansas
$5.05M +$203K +1,326 +4%
CAM
1090
Cypress Asset Management
Texas
$5.02M -$672K -4,400 -12%
CIAS
1091
Capital Investment Advisory Services
North Carolina
$5.02M -$774K -5,068 -13%
LCP
1092
Legacy Capital Partners
Wisconsin
$5.02M -$6.88K -45 -0.1%
OLA
1093
Oliver Luxxe Assets
New Jersey
$5M +$4.48M +29,334 +862%
CAM
1094
Close Asset Management
United Kingdom
$4.98M – – –
CWM
1095
C2C Wealth Management
Arizona
$4.96M -$8.18K -50 -0.2%
QIM
1096
Quest Investment Management
Oregon
$4.95M +$4.95M +32,366 New
MCWS
1097
McKinley Carter Wealth Services
West Virginia
$4.91M +$299K +1,956 +6%
BMC
1098
Beaton Management Company
Massachusetts
$4.9M – – –
SXL
1099
Summit X LLC
Missouri
$4.9M +$52.7K +345 +1%
ECM
1100
Estabrook Capital Management
New York
$4.89M -$39.9K -261 -0.8%
42 43
44
45 46