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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 %
SWP
2426
Summit Wealth Partners
Florida
$676K +$21.3K +130 +3%
WCM
2427
Wedge Capital Management
North Carolina
$676K -$23.4K -143 -3%
CHP
2428
Cable Hill Partners
Oregon
$676K – – –
AWM
2429
Adams Wealth Management
Utah
$676K – – –
AIA
2430
Angeles Investment Advisors
California
$676K +$152K +927 +29%
LSC
2431
Lesa Sroufe & Co
Washington
$675K – – –
CIC
2432
Chilton Investment Company
Connecticut
$675K – – –
LWM
2433
Lyell Wealth Management
California
$675K +$6.87K +42 +1%
RTS
2434
Round Table Services
New Jersey
$675K +$35.8K +219 +6%
GKWIM
2435
Gerber Kawasaki Wealth & Investment Management
California
$675K +$672K +4,113 +25,706%
SMG
2436
Spectrum Management Group
Indiana
$673K -$174K -1,066 -21%
CCM
2437
Crossvault Capital Management
Texas
$673K +$76.2K +466 +13%
FAM
2438
Flaharty Asset Management
Florida
$669K -$222K -1,357 -25%
SBF
2439
Sara-Bay Financial
Florida
$668K +$62.9K +385 +10%
HGERS
2440
Householder Group Estate & Retirement Specialist
Arizona
$668K +$668K +4,085 New
NCM
2441
Noesis Capital Mangement
Florida
$667K -$335K -2,047 -33%
PCFFS
2442
Pacific Center for Financial Services
California
$667K +$16.7K +102 +3%
EAM
2443
Empirical Asset Management
Massachusetts
$667K +$667K +4,080 New
SCA
2444
Stuart Chaussee & Associates
California
$664K +$982 +6 +0.1%
LFA
2445
Laraway Financial Advisors
Minnesota
$662K +$662K +4,050 New
PWM
2446
Paulson Wealth Management
Illinois
$661K -$38.7K -237 -6%
GFPC
2447
Global Financial Private Client
Florida
$660K – – –
ACM
2448
Armbruster Capital Management
New York
$656K +$11.5K +70 +2%
BZWA
2449
Blue Zone Wealth Advisors
California
$655K +$18.3K +112 +3%
HKIM
2450
Hayek Kallen Investment Management
Alabama
$655K +$331K +2,021 +102%
96 97
98
99 100