PG icon

Procter & Gamble
PG

Overview Fund Activity

2,926 hedge funds and large institutions have $216B invested in Procter & Gamble in 2021 Q3 according to their latest regulatory filings, with 125 funds opening new positions, 1,250 increasing their positions, 1,153 reducing their positions, and 79 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,926
Holders Change
+4
Holders Change %
+0.14%
% of All Funds
51.39%
Holding in Top 10
217
Holding in Top 10 Change
+24
Holding in Top 10 Change %
+12.44%
% of All Funds
3.81%
New
125
Increased
1,250
Reduced
1,153
Closed
79
Calls
$2.27B
Puts
$1.86B
Net Calls
+$410M
Net Calls Change
-$222M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$620M
2
UBS AM
UBS AM
Illinois
+$485M
3
Bank of America
Bank of America
North Carolina
+$314M
4
Neuberger Berman Group
Neuberger Berman Group
New York
+$221M
5
Northern Trust
Northern Trust
Illinois
+$220M

Top Sellers

1
Franklin Resources
Franklin Resources
California
-$561M
2
Invesco
Invesco
Georgia
-$559M
3
BCMIO
Beacon Capital Management Inc (Ohio)
Ohio
-$359M
4
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance
Illinois
-$306M
5
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$298M
Name Holding Trade Value Shares
Change 		Shares
Change %
EI
2576
Ellevest Inc
New York
$342K -$33.5K -240 -9%
OBWP
2577
O'Brien Wealth Partners
Massachusetts
$342K -$13.4K -96 -4%
GF
2578
Gries Financial
Ohio
$341K -$1.52M -10,898 -82%
PIFP
2579
Partners in Financial Planning
Virginia
$341K +$2.1K +15 +0.6%
HWMA
2580
Heritage Wealth Management (Arizona)
Arizona
$339K +$8.26K +59 +2%
BWL
2581
Bogart Wealth LLC
Virginia
$339K +$28.1K +201 +9%
PD
2582
Planning Directions
Pennsylvania
$338K +$979 +7 +0.3%
PWAG
2583
Polaris Wealth Advisory Group
California
$338K +$11.8K +83 +4%
LD
2584
Lipe & Dalton
New York
$336K – – –
WCA
2585
Westover Capital Advisors
Delaware
$336K +$9.94K +71 +3%
PWS
2586
Precision Wealth Strategies
Missouri
$336K +$336K +2,404 New
MAM
2587
McLean Asset Management
Virginia
$335K +$23K +161 +7%
KM
2588
Kalos Management
Georgia
$332K +$332K +2,312 New
MAM
2589
Marotta Asset Management
Virginia
$331K +$8.81K +63 +3%
EBT
2590
Enterprise Bank & Trust
Massachusetts
$331K +$115K +820 +53%
AWA
2591
Alta Wealth Advisors
Massachusetts
$329K -$980 -7 -0.3%
PA
2592
Planning Alternatives
Michigan
$327K – – –
FWM
2593
Fairhaven Wealth Management
Illinois
$323K -$3.92K -28 -1%
PFM
2594
Peak Financial Management
Massachusetts
$323K – – –
OCM
2595
Orser Capital Management
Texas
$322K – – –
CA
2596
CSM Advisors
Pennsylvania
$321K – – –
NRA
2597
NSI Retail Advisors
Pennsylvania
$321K – – –
TCOK
2598
Trust Company of Kansas
Kansas
$320K +$1.68K +12 +0.5%
FIB
2599
First Interstate Bank
Montana
$320K +$8.68K +62 +3%
SFP
2600
Sandbox Financial Partners
Maryland
$319K +$319K +2,285 New
102 103
104
105 106