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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 %
DAM
1801
Diamant Asset Management
Connecticut
$1.67M – – –
TA
1802
TKG Advisors
Indiana
$1.66M +$35.9K +235 +2%
AC
1803
Apella Capital
Connecticut
$1.66M +$497K +3,253 +43%
WIA
1804
Westbourne Investment Advisors
Maryland
$1.65M – – –
SP
1805
Successful Portfolios
Florida
$1.65M +$6.27K +41 +0.4%
IP
1806
Ignite Planners
California
$1.64M +$102K +634 +7%
BEI
1807
Benjamin Edwards Inc
Missouri
$1.64M +$516K +3,376 +46%
XT
1808
XTX Topco
Cayman Islands
$1.64M +$1.64M +10,719 New
SIC
1809
Samalin Investment Counsel
New York
$1.64M +$234K +1,529 +17%
BIAS
1810
Beacon Investment Advisory Services
New Jersey
$1.64M -$179K -1,172 -10%
AIM
1811
Avity Investment Management
Connecticut
$1.63M +$19.1K +125 +1%
PCG
1812
Prosperity Consulting Group
Maryland
$1.63M -$26.6K -174 -2%
SFG
1813
SNS Financial Group
Minnesota
$1.63M -$23.1K -151 -1%
BBNA
1814
Bremer Bank National Association
Minnesota
$1.63M -$961K -6,291 -37%
SFSG
1815
Sound Financial Strategies Group
Mississippi
$1.62M +$1.62M +10,631 New
TFS
1816
Thoroughbred Financial Services
Tennessee
$1.62M +$746K +4,883 +86%
FFA
1817
Fragasso Financial Advisors
Pennsylvania
$1.62M +$19.4K +127 +1%
WC
1818
Whitney & Co
New York
$1.61M -$60.5K -396 -4%
TFCM
1819
Taylor Frigon Capital Management
Arizona
$1.61M -$34.2K -224 -2%
WA1
1820
Wimmer Associates 1
California
$1.61M +$23.7K +155 +1%
LSPW
1821
Lake Street Private Wealth
Illinois
$1.61M +$49K +321 +3%
KIC
1822
Kensington Investment Counsel
California
$1.61M +$73.2K +479 +5%
SPFA
1823
Summit Place Financial Advisors
New Jersey
$1.6M -$2.29K -15 -0.1%
AO
1824
Advisor OS
Illinois
$1.6M +$170K +1,113 +12%
CWA
1825
CJM Wealth Advisers
Virginia
$1.6M +$1.99K +13 +0.1%
71 72
73
74 75