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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 %
MWP
2026
Moller Wealth Partners
$1.21M +$65.7K +430 +6%
AWM
2027
Accurate Wealth Management
Florida
$1.21M +$365K +2,388 +43%
MWAM
2028
Manhattan West Asset Management
California
$1.21M +$756K +4,944 +166%
UL
2029
Unionview LLC
Washington
$1.21M +$19.7K +129 +2%
HVM
2030
Harvest Volatility Management
Connecticut
$1.21M +$723K +4,737 +149%
CRI
2031
Colonial River Investments
Virginia
$1.21M +$96.8K +634 +9%
WMA
2032
Wealth Management Associates
New Jersey
$1.2M -$9.32K -61 -0.8%
LPT
2033
Legacy Private Trust
Wisconsin
$1.2M +$71.1K +465 +6%
CCM
2034
Carlson Capital Management
Minnesota
$1.19M +$1.83K +12 +0.2%
KFP
2035
Keystone Financial Planning
Ohio
$1.19M – – –
BW
2036
Bison Wealth
Georgia
$1.19M +$189K +1,239 +19%
CFCI
2037
Comprehensive Financial Consultants Institutional
Indiana
$1.19M -$19K -122 -2%
HWMG
2038
Hurlow Wealth Management Group
Indiana
$1.18M -$66.9K -438 -5%
MFG
2039
Magnus Financial Group
New York
$1.18M +$301K +1,968 +34%
RAM
2040
Rempart Asset Management
Canada
$1.18M -$107K -700 -8%
SFS
2041
Strategic Financial Services
New York
$1.18M -$11.5K -75 -1%
WAM
2042
WNY Asset Management
New York
$1.18M +$306 +2 +0%
LC
2043
Landaas & Company
Wisconsin
$1.18M – – –
RZH
2044
Relyea Zuckerberg Hanson
Connecticut
$1.18M +$265K +1,661 +29%
WF
2045
Wayfinding Financial
Washington
$1.17M +$77.2K +495 +7%
GL
2046
GHE LLC
Tennessee
$1.17M +$25.8K +169 +2%
CWMGP
2047
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$1.17M +$20.8K +136 +2%
MAWCM
2048
Mine & Arao Wealth Creation & Management
California
$1.17M +$2.14K +14 +0.2%
PWM
2049
PBMares Wealth Management
Virginia
$1.16M +$21.4K +140 +2%
EWM
2050
Evermay Wealth Management
Virginia
$1.16M -$55.8K -365 -5%
80 81
82
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