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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 %
IFAM
1176
Institutional & Family Asset Management
Colorado
$4.39M +$45.4K +297 +1%
SW
1177
SkyOak Wealth
Michigan
$4.38M -$12.8K -84 -0.3%
CWM
1178
Chronos Wealth Management
Florida
$4.38M +$2.78M +18,205 +174%
FPIS
1179
Financial Planning & Information Services
Wisconsin
$4.37M -$181K -1,186 -4%
SMFG
1180
Sumitomo Mitsui Financial Group
Japan
$4.37M +$374K +2,441 +9%
BWP
1181
BSW Wealth Partners
Colorado
$4.37M -$107K -701 -2%
PAMG
1182
Patton Albertson Miller Group
Tennessee
$4.36M -$75K -491 -2%
PAM
1183
Paradigm Asset Management
New York
$4.35M – – –
WI
1184
Wahed Invest
New York
$4.33M -$76.9K -503 -2%
RDWM
1185
Red Door Wealth Management
Tennessee
$4.33M +$316K +2,069 +8%
BL
1186
BFSG LLC
California
$4.33M -$98.5K -645 -2%
SIA
1187
SkyView Investment Advisors
New Jersey
$4.33M -$1.47M -9,418 -25%
PSC
1188
Prentiss Smith & Co
Vermont
$4.32M -$39K -255 -0.9%
RBFC
1189
Roman Butler Fullerton & Co
Missouri
$4.31M -$8.71K -57 -0.2%
AWM
1190
Altus Wealth Management
Kentucky
$4.31M -$75K -491 -2%
SL
1191
Summitry LLC
California
$4.31M -$373K -2,442 -8%
CGL
1192
Clarius Group LLC
Washington
$4.31M – – –
Credit Agricole
1193
Credit Agricole
France
$4.3M +$2.75M +18,005 +177%
GIM
1194
Goelzer Investment Management
Indiana
$4.29M +$1.83M +11,989 +74%
BDF
1195
Balasa Dinverno & Foltz
$4.29M +$2.29K +15 +0.1%
TC
1196
Truvestments Capital
Florida
$4.28M +$33.5K +219 +0.8%
EM
1197
Excalibur Management
Massachusetts
$4.28M -$98.1K -642 -2%
DMBA
1198
Deseret Mutual Benefit Administrators
Utah
$4.28M -$639K -4,181 -13%
FVWA
1199
Foster Victor Wealth Advisors
South Carolina
$4.28M +$476K +3,038 +13%
GC
1200
Grimes & Company
Massachusetts
$4.28M +$36.7K +240 +0.9%
46 47
48
49 50