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Procter & Gamble
PG

2,938 hedge funds and large institutions have $217B invested in Procter & Gamble in 2021 Q3 according to their latest regulatory filings, with 125 funds opening new positions, 1,255 increasing their positions, 1,158 reducing their positions, and 79 closing their positions.

New
Increased
Maintained
Reduced
Closed

58% more first-time investments, than exits

New positions opened: 125 | Existing positions closed: 79

22% more call options, than puts

Call options by funds: $2.27B | Put options by funds: $1.86B

12% more funds holding in top 10

Funds holding in top 10: 193 → 217 (+24)

8% more repeat investments, than reductions

Existing positions increased: 1,255 | Existing positions reduced: 1,158

3% more capital invested

Capital invested by funds: $210B → $217B (+$7.15B)

0.26% more ownership

Funds ownership: 63.72% → 63.98% (+0.26%)

0% more funds holding

Funds holding: 2,934 → 2,938 (+4)

Holders
2,938
Holders Change
+4
Holders Change %
+0.14%
% of All Funds
51.43%
Holding in Top 10
217
Holding in Top 10 Change
+24
Holding in Top 10 Change %
+12.44%
% of All Funds
3.8%
New
125
Increased
1,255
Reduced
1,158
Closed
79
Calls
$2.27B
Puts
$1.86B
Net Calls
+$410M
Net Calls Change
-$222M

Top Buyers

Rank Fund Capital Flow
1
JP Morgan Chase
JP Morgan Chase
New York
+$628M
2
UBS AM
UBS AM
Illinois
+$491M
3
Bank of America
Bank of America
North Carolina
+$319M
4
Neuberger Berman Group
Neuberger Berman Group
New York
+$227M
5
Northern Trust
Northern Trust
Illinois
+$223M

Top Sellers

Rank Fund Capital Flow
1
Franklin Resources
Franklin Resources
California
-$569M
2
Invesco
Invesco
Georgia
-$567M
3
BCMIO
Beacon Capital Management Inc (Ohio)
Ohio
-$364M
4
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance
Illinois
-$311M
5
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$302M
Name Holding Trade Value Shares
Change 		Change in
Stake
BFS
2676
Beacon Financial Strategies
North Carolina
$276K -$60.7K -428 -18%
SNBOSCI
2677
Security National Bank of Sioux City Iowa
Iowa
$276K -$46.1K -325 -14%
ARG
2678
Advisory Resource Group
Oklahoma
$274K – – –
BOM
2679
Bank of Marin
California
$273K – – –
MWP
2680
Madison Wealth Partners
Wisconsin
$273K – – –
HP
2681
HT Partners
Connecticut
$272K – – –
DS
2682
DRW Securities
Illinois
$271K -$553K -3,901 -67%
AA
2683
Alesco Advisors
New York
$270K – – –
SC
2684
Sierra Capital
Florida
$270K – – –
TCM
2685
Tandem Capital Management
New Jersey
$270K – – –
KPWG
2686
KFA Private Wealth Group
Virginia
$270K +$425 +3 +0.2%
IA
2687
IFG Advisors
Missouri
$268K +$992 +7 +0.4%
LA
2688
Legacy Advisors
Pennsylvania
$267K +$6.24K +44 +2%
WIM
2689
Westside Investment Management
California
$266K +$22.7K +160 +3%
CISOA
2690
Capital Investment Services of America
Wisconsin
$266K – – –
FCMT
2691
Founders Capital Management (Texas)
Texas
$266K – – –
JFS
2692
JD Financial Services
Pennsylvania
$266K +$23.8K +168 +10%
CCM
2693
Crabel Capital Management
California
$266K +$270K +1,903 New
ACM
2694
Antonetti Capital Management
Florida
$265K +$269K +1,895 New
TWA
2695
Tillar-Wenstrup Advisors
Ohio
$264K -$25.5K -180 -9%
BS
2696
Bessemer Securities
New York
$264K – – –
SIAG
2697
Safeguard Investment Advisory Group
California
$263K -$7.09K -50 -3%
KBFS
2698
Kohmann Bosshard Financial Services
Ohio
$263K +$1.28K +9 +0.5%
PG
2699
Prostatis Group
Maryland
$263K -$6.38K -45 -2%
JAFL
2700
Jay A. Fishman Ltd
Michigan
$262K – – –
106 107
108
109 110

PG Hedge Fund Activity: Q3 2021 in Review

2,938 of the 5,713 institutional investors tracked by Wall St. Rank reported a position in Procter & Gamble (PG) for Q3 2021, worth a combined $217B — up 3.4% from $210B a quarter earlier.

Buyers outnumbered sellers: 125 funds opened new PG positions and 79 closed out — a net gain of 46 holders — while 1,255 added to existing stakes and 1,158 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $628M. The largest seller was Franklin Resources, cutting an estimated $569M.

  • 2,938 institutional investors held Procter & Gamble (PG) as of Q3 2021, up from 2,934 in Q2 2021.
  • Funds reported $217B of Procter & Gamble stock for Q3 2021, up 3.4% quarter-over-quarter.
  • 125 funds opened new Procter & Gamble positions in Q3 2021 and 79 closed out, a net change of +46 holders.
  • The largest Procter & Gamble buyer in Q3 2021 was JP Morgan Chase, an estimated $628M added.
  • The largest Procter & Gamble seller in Q3 2021 was Franklin Resources, an estimated $569M sold.

Based on aggregated 13F filings for Q3 2021.