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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 %
PGWM
2451
Parisi Gray Wealth Management
New Jersey
$654K -$11.1K -68 -2%
TLCM
2452
Twin Lakes Capital Management
California
$654K +$1.31K +8 +0.2%
CWS
2453
Cypress Wealth Services
California
$654K +$14.9K +91 +2%
SWM
2454
Sugarloaf Wealth Management
Georgia
$653K +$818 +5 +0.1%
HAS
2455
Holland Advisory Services
Florida
$653K +$653K +3,994 New
TA
2456
TCM Advisors
West Virginia
$653K +$653K +4,000 New
AWM
2457
Aspire Wealth Management
Massachusetts
$652K +$652K +3,984 New
CQS
2458
Credential Qtrade Securities
$650K +$21.6K +132 +3%
FOA
2459
Five Oceans Advisors
California
$649K +$15.9K +97 +3%
GPA
2460
Guidance Point Advisors
Massachusetts
$648K -$7.35K -45 -1%
UWM
2461
USAdvisors Wealth Management
Minnesota
$647K +$24.7K +151 +4%
CPM
2462
Connective Portfolio Management
New York
$647K +$647K +3,955 New
HSWM
2463
Hubbell Strickland Wealth Management
Louisiana
$646K +$982 +6 +0.2%
CGFA
2464
Colton Groome Financial Advisors
North Carolina
$640K +$4.09K +25 +0.6%
GWA
2465
Gibson Wealth Advisors
Texas
$639K +$639K +3,908 New
BLC
2466
Brown, Lisle/Cummings
Rhode Island
$639K +$639K +3,903 New
NA
2467
Nottingham Advisors
New York
$637K -$16.4K -100 -3%
TFGT
2468
TS Financial Group (TSFG)
Illinois
$636K -$14.2K -87 -2%
JBA
2469
Johnson Bixby & Associates
Washington
$635K +$149K +913 +31%
SC
2470
Stephens Consulting
Michigan
$635K +$635K +3,881 New
PWS
2471
Private Wealth Strategies
Ohio
$634K -$24.6K -150 -4%
CCM
2472
Chiron Capital Management
Florida
$634K – – –
WOSD
2473
WFA of San Diego
California
$633K +$19.8K +121 +3%
FCM
2474
Fourpath Capital Management
Oklahoma
$632K +$632K +3,861 New
TA
2475
TruWealth Advisors
Louisiana
$631K -$24.1K -147 -4%
97 98
99
100 101