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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 %
OCM
2401
Objective Capital Management
Ohio
$696K +$696K +4,256 New
ACM
2402
Alethea Capital Management
Washington
$695K – – –
SRC
2403
Shufro Rose & Co
New York
$694K +$16.4K +100 +2%
GAM
2404
Gould Asset Management
California
$693K +$141K +862 +26%
SFG
2405
Sather Financial Group
Texas
$691K – – –
HFA
2406
High Falls Advisors
New York
$691K +$327 +2 +0%
JLBC
2407
J.L. Bainbridge & Co
Florida
$691K +$491 +3 +0.1%
WMA
2408
West Michigan Advisors
Michigan
$690K +$690K +4,216 New
BBA
2409
Baader Bank Aktiengesellschaft
Germany
$687K +$687K +4,200 New
MCS
2410
Metatron Capital SICAV
Malta
$687K +$687K +4,200 New
LFM
2411
LGT Fund Management
Liechtenstein
$687K +$687K +4,200 New
GCA
2412
Greenwood Capital Associates
South Carolina
$686K +$43.1K +263 +7%
TPWM
2413
Twelve Points Wealth Management
Massachusetts
$686K +$686K +4,191 New
DA
2414
Doliver Advisors
Texas
$685K -$1.26M -7,771 -65%
TCB
2415
Texas Capital Bancshares
Texas
$684K -$3.11K -19 -0.5%
CCIA
2416
Cherry Creek Investment Advisors
Colorado
$684K +$3.76K +23 +0.6%
AAP
2417
Arax Advisory Partners
Colorado
$684K +$51.8K +317 +8%
AWA
2418
Acorn Wealth Advisors
Michigan
$682K +$6.05K +37 +0.9%
KL
2419
KilterHowling LLC
Colorado
$681K +$681K +4,166 New
LFG
2420
Lockerman Financial Group
California
$681K +$681K +4,166 New
CNAM
2421
Campbell Newman Asset Management
Wisconsin
$679K – – –
TC
2422
Tacita Capital
Ontario, Canada
$679K – – –
CCM
2423
Campbell Capital Management
Florida
$678K – – –
KCM
2424
KRS Capital Management
Michigan
$678K +$678K +4,146 New
BP
2425
Broadleaf Partners
Ohio
$677K – – –
95 96
97
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