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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 %
SW
2001
SlateStone Wealth
Florida
$1.28M +$6.21K +38 +0.5%
CCM
2002
Carlson Capital Management
Minnesota
$1.28M +$54.8K +335 +4%
SFS
2003
Strategic Financial Services
New York
$1.28M +$383K +2,340 +43%
UL
2004
Unionview LLC
Washington
$1.27M +$1.27M +7,791 New
KFP
2005
Keystone Financial Planning
Ohio
$1.27M – – –
BCM
2006
Breiter Capital Management
Florida
$1.27M +$3.93K +24 +0.3%
WPC
2007
Wedmont Private Capital
Pennsylvania
$1.27M +$1.27M +8,036 New
PG
2008
Proffitt & Goodson
Tennessee
$1.27M -$11.8K -72 -0.9%
WAM
2009
WNY Asset Management
New York
$1.26M -$8.51K -52 -0.7%
FAN
2010
Financial Advisors Network
California
$1.26M -$36.6K -224 -3%
PLFAM
2011
Pineno Levin & Ford Asset Management
Virginia
$1.26M +$16.4K +100 +1%
ACA
2012
Affinity Capital Advisors
California
$1.26M +$21.3K +130 +2%
OC
2013
Oarsman Capital
Wisconsin
$1.26M -$159K -975 -11%
DA
2014
Detalus Advisors
Missouri
$1.26M -$67.7K -414 -5%
T
2015
TOBAM
France
$1.25M -$77.1K -471 -6%
BA
2016
Bivin & Associates
Oklahoma
$1.25M +$1.25M +7,659 New
MCP
2017
Mirador Capital Partners
California
$1.25M +$47.3K +289 +4%
AC
2018
Apella Capital
Connecticut
$1.25M -$12.9K -79 -1%
MAWCM
2019
Mine & Arao Wealth Creation & Management
California
$1.24M +$118K +719 +10%
FA
2020
Financial Advisors
Massachusetts
$1.24M +$46K +281 +4%
AA
2021
Auxano Advisors
Washington
$1.24M +$72K +440 +6%
LC
2022
Lindbrook Capital
California
$1.24M +$526K +3,216 +74%
NF
2023
NTB Financial
Colorado
$1.24M +$1.24M +7,576 New
MAM
2024
Morse Asset Management
Connecticut
$1.24M – – –
LIM
2025
Longfellow Investment Management
Massachusetts
$1.23M -$1.96K -12 -0.2%
79 80
81
82 83