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Procter & Gamble

2,937 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: 193217 (+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: 2,9332,937 (+4)

Holders
2,937
Holders Change
+4
Holders Change %
+0.14%
% of All Funds
51.42%
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
Name Holding Trade Value Shares
Change
Change in
Stake
KCM
251
Kornitzer Capital Management
Kansas
$56.9M -$314K -2,216 -0.5%
Impax Asset Management Group
252
Impax Asset Management Group
United Kingdom
$56.7M +$48.5K +342 +0.1%
FT
253
Fiduciary Trust
Massachusetts
$56.5M -$564K -3,981 -1%
BHC
254
Bowen Hanes & Co
Florida
$56.2M -$341K -2,409 -0.6%
TAM
255
Tocqueville Asset Management
New York
$55.8M -$22.1K -156 -0%
BTCPP
256
Border to Coast Pensions Partnership
United Kingdom
$55.8M
HI
257
Harbour Investments
Wisconsin
$55.1M -$243K -1,711 -0.4%
FWIA
258
Fort Washington Investment Advisors
Ohio
$55M -$161K -1,136 -0.3%
GC
259
Guggenheim Capital
Illinois
$53.4M +$5.79M +40,847 +12%
CI
260
Conning Inc
Connecticut
$52.7M -$3.92M -27,664 -7%
TPSF
261
Texas Permanent School Fund
Texas
$52.4M -$4.5M -31,728 -8%
MWNA
262
Marshall Wace North America
New York
$52M +$52.7M +372,083 New
MSL
263
Mackay Shields LLC
New York
$51.9M -$2.04M -14,361 -4%
CIBC Asset Management
264
CIBC Asset Management
Ontario, Canada
$51.6M +$1.05M +7,427 +2%
Rockefeller Capital Management
265
Rockefeller Capital Management
New York
$51.2M +$5.53M +39,038 +12%
Massachusetts Financial Services
266
Massachusetts Financial Services
Massachusetts
$50.7M -$14.5M -102,644 -22%
Los Angeles Capital Management
267
Los Angeles Capital Management
California
$50.6M -$4.27M -30,127 -8%
SRIM
268
Saratoga Research & Investment Management
California
$50.4M +$652K +4,598 +1%
CIBC Private Wealth Group
269
CIBC Private Wealth Group
Georgia
$50M -$3.45M -24,371 -6%
Loomis, Sayles & Company
270
Loomis, Sayles & Company
Massachusetts
$49.9M +$2.56M +18,031 +5%
NSLI
271
Nan Shan Life Insurance
Taiwan
$49.8M +$13.8M +97,659 +38%
FCI
272
Financial Counselors Inc
Kansas
$48.7M +$523K +3,687 +1%
AIA
273
Avalon Investment & Advisory
Texas
$48.4M -$2.35M -16,582 -5%
CIBC World Market
274
CIBC World Market
Ontario, Canada
$48.4M -$8.06M -56,843 -14%
SW
275
SVB Wealth
Massachusetts
$48M +$156K +1,101 +0.3%

PG Hedge Fund Activity: Q3 2021 in Review

2,937 of the 5,712 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.

  • 2,937 institutional investors held Procter & Gamble (PG) as of Q3 2021, up from 2,933 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.