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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 %
PWAG
2426
Polaris Wealth Advisory Group
California
$662K +$266K +1,675 +67%
TFCP
2427
Twin Focus Capital Partners
Massachusetts
$660K +$1.22K +8 +0.2%
AWG
2428
Altus Wealth Group
Colorado
$659K +$3.51K +23 +0.5%
WP
2429
Waycross Partners
Kentucky
$658K -$2.41M -15,788 -79%
GWAG
2430
Garrett Wealth Advisory Group
Texas
$658K -$1.83K -12 -0.3%
SCA
2431
Sandy Cove Advisors
Massachusetts
$658K +$82.7K +541 +14%
BWM
2432
Boyd Wealth Management
California
$657K -$33.6K -220 -5%
WCM
2433
Wedge Capital Management
North Carolina
$653K +$21.5K +141 +3%
PP
2434
Paloma Partners
Connecticut
$652K +$652K +4,262 New
LFM
2435
LGT Fund Management
Liechtenstein
$651K – – –
BMCM
2436
Bryn Mawr Capital Management
Pennsylvania
$650K +$69.5K +455 +12%
LWM
2437
Lyell Wealth Management
California
$648K +$17.6K +115 +3%
STAS
2438
Strong Tower Advisory Services
Minnesota
$648K +$113K +739 +21%
LJAC
2439
L.J. Altfest & Co
New York
$646K -$904K -5,910 -58%
HFA
2440
High Falls Advisors
New York
$646K +$306 +2 +0%
TAM
2441
Todd Asset Management
Kentucky
$645K +$123K +804 +24%
DU
2442
Delphia (USA)
Ontario, Canada
$645K +$136K +893 +27%
BP
2443
BBR Partners
New York
$645K +$645K +4,218 New
WLIM
2444
White Lighthouse Investment Management
Massachusetts
$644K -$39.7K -260 -6%
JLBC
2445
J.L. Bainbridge & Co
Florida
$644K -$1.22K -8 -0.2%
LFG
2446
Lockerman Financial Group
California
$644K +$7.18K +47 +1%
CCM
2447
Crossvault Capital Management
Texas
$644K +$15.3K +100 +2%
OCM
2448
Objective Capital Management
Ohio
$642K -$8.1K -53 -1%
CCIA
2449
Cherry Creek Investment Advisors
Colorado
$642K +$3.51K +23 +0.6%
FC
2450
FCA Corp
Texas
$642K +$107K +700 +20%
96 97
98
99 100