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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 %
IA
1801
Insight Advisors
Pennsylvania
$1.72M -$25K -153 -1%
SPFA
1802
Summit Place Financial Advisors
New Jersey
$1.72M -$106K -650 -6%
ACS
1803
Archford Capital Strategies
Illinois
$1.72M +$155K +946 +10%
CWM
1804
Chronos Wealth Management
Florida
$1.71M +$8.34K +51 +0.5%
CWA
1805
CJM Wealth Advisers
Virginia
$1.71M +$1.71M +10,445 New
FFA
1806
Fragasso Financial Advisors
Pennsylvania
$1.71M -$71.2K -435 -4%
KIG
1807
Kowal Investment Group
Wisconsin
$1.71M +$90.1K +551 +6%
NO
1808
Ninety One
South Africa
$1.7M -$201K -1,233 -11%
WA1
1809
Wimmer Associates 1
California
$1.7M -$21.3K -130 -1%
TWP
1810
Total Wealth Planning
Ohio
$1.7M -$633K -6,085 -27%
VBCG
1811
Valley Brook Capital Group
Pennsylvania
$1.69M – – –
AAMC
1812
Asset Allocation & Management Company
Illinois
$1.69M +$1.69M +10,306 New
MGAM
1813
McGowan Group Asset Management
Texas
$1.68M +$5.56K +34 +0.3%
EM
1814
ELCO Management
New York
$1.68M -$8.83K -54 -0.5%
SDWIA
1815
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$1.68M -$34K -208 -2%
GP
1816
Greenline Partners
New York
$1.68M – – –
VWM
1817
Vigilare Wealth Management
Arizona
$1.68M +$18K +110 +1%
HI
1818
Hudock Inc
Pennsylvania
$1.67M +$29K +177 +2%
TWM
1819
Thrive Wealth Management
Pennsylvania
$1.67M +$1.67M +10,224 New
RAM
1820
Redmond Asset Management
Virginia
$1.67M +$1.02M +6,222 +156%
LSPW
1821
Lake Street Private Wealth
Illinois
$1.67M +$1.08M +6,590 +182%
PCG
1822
Private Capital Group
Connecticut
$1.67M -$23.6K -144 -1%
PWM
1823
Palumbo Wealth Management
New York
$1.67M +$28.8K +176 +2%
GTAM
1824
Global Trust Asset Management
Florida
$1.66M -$47.1K -288 -3%
RSWM
1825
Robertson Stephens Wealth Management
California
$1.66M +$348K +2,128 +26%
71 72
73
74 75