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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 %
BHIC
2001
Bassett Hargrove Investment Counsel
Delaware
$1.24M -$7.03K -46 -0.6%
BG
2002
Benedetti & Gucer
Georgia
$1.24M +$3.82K +25 +0.3%
LCM
2003
Lewis Capital Management
California
$1.24M -$14.8K -97 -1%
SFG
2004
Sather Financial Group
Texas
$1.24M +$596K +3,900 +92%
BAM
2005
Bruderman Asset Management
New York
$1.24M -$1.45M -9,457 -54%
HIS
2006
Harvest Investment Services
Illinois
$1.24M -$26.4K -173 -2%
SAM
2007
Sawgrass Asset Management
Florida
$1.24M +$1.24M +8,090 New
TIA
2008
Tiemann Investment Advisors
California
$1.24M +$35.2K +230 +3%
LA
2009
Latitude Advisors
Florida
$1.23M +$651K +4,262 +112%
AA
2010
Apriem Advisors
California
$1.23M -$1.68K -11 -0.1%
RF
2011
Resolute Financial
Massachusetts
$1.23M +$4.28K +28 +0.3%
GC
2012
GFG Capital
Florida
$1.23M +$1.23M +8,059 New
TRIA
2013
Trail Ridge Investment Advisors
Colorado
$1.23M +$89.5K +586 +8%
LA
2014
Legacy Advisors
Pennsylvania
$1.23M +$898K +5,877 +273%
CA
2015
Cambridge Advisors
Nebraska
$1.22M -$8.4K -55 -0.7%
WWM
2016
Wolff Wiese Magana
California
$1.22M +$14.7K +96 +1%
HWA
2017
HHM Wealth Advisors
Tennessee
$1.22M +$248K +1,626 +25%
CCA
2018
Childress Capital Advisors
Texas
$1.22M +$192K +1,260 +19%
SAF
2019
Smith Anglin Financial
Texas
$1.22M -$33.8K -221 -3%
WE
2020
Wealth Effects
Massachusetts
$1.22M -$10.7K -70 -0.9%
PPP
2021
Private Portfolio Partners
New Jersey
$1.22M +$247K +1,619 +25%
MIM
2022
Moseley Investment Management
Florida
$1.22M -$2.75K -18 -0.2%
WP
2023
WealthPLAN Partners
Nebraska
$1.22M -$124K -774 -9%
WIM
2024
WealthPlan Investment Management
Nebraska
$1.22M +$1.22M +7,575 New
RW
2025
Rede Wealth
Virginia
$1.21M +$764 +5 +0.1%
79 80
81
82 83