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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 %
SCI
2201
Stableford Capital II
Arizona
$908K -$13.3K -84 -1%
IIM
2202
InTrack Investment Management
Vermont
$905K +$17.6K +115 +2%
HIG
2203
Heritage Investment Group
Florida
$904K -$21.2K -139 -2%
PTCG
2204
Pring Turner Capital Group
California
$903K +$87K +569 +11%
PIA
2205
Perennial Investment Advisors
California
$900K +$9.93K +65 +1%
LWM
2206
Liberty Wealth Management
California
$899K +$19.4K +127 +2%
IF
2207
IRON Financial
Illinois
$897K +$6.73K +44 +0.8%
CBFP
2208
Cedar Brook Financial Partners
Ohio
$897K +$68.9K +451 +8%
AIA
2209
Alera Investment Advisors
Illinois
$897K +$897K +5,869 New
TFM
2210
Trian Fund Management
New York
$893K -$38M -231,927 -98%
NAG
2211
Northstar Advisory Group
New Jersey
$893K -$5.65K -37 -0.6%
ASC
2212
Atalanta Sosnoff Capital
New York
$891K -$18.5K -121 -2%
AIM
2213
Alhambra Investment Management
Florida
$888K -$11.5K -75 -1%
SLWA
2214
San Luis Wealth Advisors
California
$888K +$888K +5,428 New
SAA
2215
Southeast Asset Advisors
Georgia
$887K – – –
CCA
2216
Cottonwood Capital Advisors
Utah
$886K -$13.3K -87 -1%
GA
2217
Greytown Advisors
Florida
$885K -$461K -3,018 -34%
WFA
2218
Wipfli Financial Advisors
Wisconsin
$884K +$884K +5,788 New
GG
2219
Greenwood Gearhart
Arkansas
$883K -$4.58K -30 -0.5%
KL
2220
KWMG LLC
Kansas
$883K +$15K +98 +2%
CSPIA
2221
Cary Street Partners Investment Advisory
Virginia
$882K +$198K +1,293 +29%
GWANC
2222
Guardian Wealth Advisors (North Carolina)
North Carolina
$881K -$204K -1,336 -19%
LIG
2223
Lokken Investment Group
Delaware
$881K +$75.7K +471 +9%
SWP
2224
Strategic Wealth Partners
Ohio
$880K -$198K -1,298 -18%
MW
2225
MBL Wealth
North Carolina
$879K +$879K +5,750 New
87 88
89
90 91