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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 %
BOPW
1251
Brandywine Oak Private Wealth
Pennsylvania
$4M +$68.5K +448 +2%
AP
1252
Atwood & Palmer
Missouri
$3.99M -$15.3K -100 -0.4%
BCA
1253
Bay Colony Advisors
Massachusetts
$3.98M +$1.07M +6,976 +37%
MWM
1254
Minot Wealth Management
Massachusetts
$3.98M +$72.3K +473 +2%
NP
1255
NorthRock Partners
Minnesota
$3.98M -$617K -4,035 -13%
BDWM
1256
Brewin Dolphin Wealth Management
Ireland
$3.98M – – –
LPIC
1257
LeJeune Puetz Investment Counsel
Michigan
$3.97M -$84K -550 -2%
IAN
1258
Integrated Advisors Network
Texas
$3.97M +$1.43M +9,364 +56%
ECG
1259
Edge Capital Group
Georgia
$3.96M +$59.1K +387 +2%
YWP
1260
YorkBridge Wealth Partners
New York
$3.94M +$53K +347 +1%
CHAM
1261
Clear Harbor Asset Management
Connecticut
$3.94M +$19.1K +125 +0.5%
BCFD
1262
Boit C.F. David
$3.93M -$55.1K -332 -1%
DPIM
1263
Duff & Phelps Investment Management
Illinois
$3.93M -$68.8K -450 -2%
KWMG
1264
King Wealth Management Group
Florida
$3.91M +$204K +1,338 +6%
PFC
1265
Poplar Forest Capital
California
$3.9M – – –
DW
1266
Domani Wealth
Pennsylvania
$3.89M – – –
CB
1267
CNB Bank
Pennsylvania
$3.89M -$3.06K -20 -0.1%
SF
1268
Symphony Financial
Texas
$3.87M +$843K +5,317 +28%
CWS
1269
Confluence Wealth Services
Pennsylvania
$3.85M -$110K -723 -3%
RWM
1270
Ritholtz Wealth Management
New York
$3.85M +$180K +1,180 +5%
PP
1271
Patten & Patten
Tennessee
$3.84M -$31.9K -209 -0.8%
GRP
1272
Global Retirement Partners
California
$3.83M +$3.83M +25,933 New
SHA
1273
Seneca House Advisors
Virginia
$3.82M +$1.85M +12,082 +93%
RWA
1274
Roberts Wealth Advisors
California
$3.8M +$20.3K +131 +0.5%
PP
1275
PDS Planning
Ohio
$3.79M +$84.8K +555 +2%
49 50
51
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