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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 %
HBW
1976
Hazlett, Burt & Watson
West Virginia
$1.3M +$1.3M +8,495 New
PCP
1977
Proficio Capital Partners
Massachusetts
$1.3M -$18.3K -120 -1%
CSI
1978
Cross Staff Investments
New York
$1.3M – – –
AIC
1979
Ayalon Insurance Company
Israel
$1.3M +$45.8K +300 +4%
VT
1980
Vise Technologies
New York
$1.3M -$203K -1,329 -14%
VNA
1981
Valley National Advisers
Pennsylvania
$1.3M +$9.32K +61 +0.7%
SJIM
1982
St. Johns Investment Management
Florida
$1.3M +$21.1K +138 +2%
ECA
1983
Elevated Capital Advisors
Utah
$1.3M +$1.3M +8,472 New
NL
1984
NVWM LLC
Pennsylvania
$1.29M +$12.8K +84 +1%
VCM
1985
Violich Capital Management
California
$1.28M -$25.7K -168 -2%
HPWM
1986
Highland Private Wealth Management
Washington
$1.28M +$46.9K +307 +4%
ER
1987
Enlightenment Research
Florida
$1.28M +$1.07M +7,000 +500%
FIA
1988
Foundations Investment Advisors
Arizona
$1.28M +$152K +958 +13%
AIM
1989
Athena Investment Management
California
$1.28M +$1.28M +8,377 New
HWA
1990
HCR Wealth Advisors
California
$1.28M +$1.22K +8 +0.1%
APW
1991
Acima Private Wealth
Virginia
$1.28M – – –
PIP
1992
Peachtree Investment Partners
Florida
$1.27M -$99.1K -648 -7%
JFA
1993
JNBA Financial Advisors
Minnesota
$1.27M -$226K -1,478 -15%
FC
1994
Financial Consulate
Maryland
$1.26M -$3.97K -26 -0.3%
CAM
1995
Campion Asset Management
Virginia
$1.26M – – –
MSFP
1996
Mark Sheptoff Financial Planning
Connecticut
$1.26M -$364K -2,384 -22%
TW
1997
Transform Wealth
Colorado
$1.26M -$133K -873 -10%
WLPWM
1998
Walled Lake Planning & Wealth Management
Illinois
$1.26M +$9.47K +62 +0.8%
SCFS
1999
S.C. Financial Services
Arizona
$1.25M -$48.1K -315 -4%
TW
2000
Towerpoint Wealth
California
$1.25M – – –
78 79
80
81 82