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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 %
CIAS
2451
CFS Investment Advisory Services
New Jersey
$642K +$638K +4,048,566 +15,150%
TCB
2452
Texas Capital Bancshares
Texas
$639K – – –
TBWA
2453
Three Bridge Wealth Advisors
California
$639K +$639K +4,183 New
CRC
2454
Curi RMB Capital
Illinois
$638K -$96.9K -635 -13%
AWA
2455
Acorn Wealth Advisors
Michigan
$637K +$153 +1 +0%
PWM
2456
Paulson Wealth Management
Illinois
$637K +$19.1K +125 +3%
RTS
2457
Round Table Services
New Jersey
$636K +$5.2K +34 +0.8%
HGERS
2458
Householder Group Estate & Retirement Specialist
Arizona
$636K +$11.9K +78 +2%
LOPW
2459
Live Oak Private Wealth
North Carolina
$634K -$127K -829 -17%
TC
2460
Tacita Capital
Ontario, Canada
$634K – – –
CNAM
2461
Campbell Newman Asset Management
Wisconsin
$634K – – –
KCM
2462
KRS Capital Management
Michigan
$634K +$916 +6 +0.1%
GFPC
2463
Global Financial Private Client
Florida
$626K – – –
TT
2464
TI-Trust
Illinois
$625K -$120K -787 -16%
RTC
2465
Riverview Trust Company
Washington
$625K +$222K +1,456 +55%
EIA
2466
Edgemoor Investment Advisors
Maryland
$624K +$40.8K +267 +7%
BP
2467
Broadleaf Partners
Ohio
$621K -$11.3K -74 -2%
SCA
2468
Stuart Chaussee & Associates
California
$621K +$764 +5 +0.1%
SLG
2469
Stanley-Laman Group
Pennsylvania
$621K +$296K +1,934 +91%
RWB
2470
RMR Wealth Builders
New Jersey
$619K +$154K +1,010 +33%
AIM
2471
Alphinity Investment Management
Australia
$619K +$619K +4,051 New
CQS
2472
Credential Qtrade Securities
$618K +$10.8K +71 +2%
LFA
2473
Laraway Financial Advisors
Minnesota
$618K – – –
TLCM
2474
Twin Lakes Capital Management
California
$612K +$917 +6 +0.2%
MUAMU
2475
Mitsubishi UFJ Asset Management (UK)
United Kingdom
$611K +$611K +4,000 New
97 98
99
100 101