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Procter & Gamble
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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 %
SAM
2651
Shikiar Asset Management
New York
$283K – – –
TCWM
2652
Total Clarity Wealth Management
Illinois
$283K – – –
TCM
2653
Towercrest Capital Management
Pennsylvania
$282K +$7K +50 +3%
AWM
2654
Aprio Wealth Management
Georgia
$282K +$74.1K +529 +36%
FWSM
2655
First Wilshire Securities Management
California
$280K – – –
UAML
2656
US Asset Management LLC
Pennsylvania
$280K +$280K +2,000 New
PWM
2657
PRW Wealth Management
Massachusetts
$279K -$1.41M -10,136 -84%
BC
2658
Bridgefront Capital
Texas
$279K +$279K +1,996 New
SDJVC
2659
St. Denis J. Villere & Co
Louisiana
$279K +$279K +2,000 New
RPG
2660
Resource Planning Group
Georgia
$278K -$5.88K -42 -2%
SL
2661
Salomon & Ludwin
Virginia
$278K +$278K +1,986 New
HKIM
2662
Hayek Kallen Investment Management
Alabama
$277K -$20.8K -149 -7%
AWS
2663
Arkfeld Wealth Strategies
Nebraska
$277K – – –
IWN
2664
Independent Wealth Network
Iowa
$277K +$277K +1,909 New
BIA
2665
Bell Investment Advisors
California
$277K +$277K +1,978 New
SNBOSCI
2666
Security National Bank of Sioux City Iowa
Iowa
$276K -$45.4K -325 -14%
ARG
2667
Advisory Resource Group
Oklahoma
$274K – – –
BOM
2668
Bank of Marin
California
$273K – – –
MWP
2669
Madison Wealth Partners
Wisconsin
$273K – – –
HP
2670
HT Partners
Connecticut
$272K – – –
DS
2671
DRW Securities
Illinois
$271K -$545K -3,901 -67%
AA
2672
Alesco Advisors
New York
$270K – – –
TCM
2673
Tandem Capital Management
New Jersey
$270K – – –
SC
2674
Sierra Capital
Florida
$270K – – –
KPWG
2675
KFA Private Wealth Group
Virginia
$270K +$419 +3 +0.2%
105 106
107
108 109