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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
Nisa Investment Advisors
2851
Nisa Investment Advisors
Missouri
$111K +$12.5M +88,153 +13%
BCPWM
2852
Bradley & Co Private Wealth Management
Florida
$108K – – –
SFG
2853
Sage Financial Group
Pennsylvania
$107K – – –
TAM
2854
Tucker Asset Management
Colorado
$102K +$20.1K +142 +25%
RA
2855
Resolute Advisors
California
$99K – – –
CWA
2856
Carolina Wealth Advisors
South Carolina
$98K – – –
OCM
2857
Orion Capital Management
California
$98K – – –
FP
2858
Financial Perspectives
Minnesota
$94.2K – – –
BAM
2859
Baldrige Asset Management
Pennsylvania
$94K +$142 +1 +0.1%
DTIM
2860
Danda Trouve Investment Management
Kansas
$93K – – –
FBT
2861
First Bank & Trust
South Dakota
$93K – – –
HCM
2862
Horrell Capital Management
Arkansas
$93K – – –
WFA
2863
West Financial Advisors
Iowa
$92K – – –
WWMSC
2864
Wagner Wealth Management (South Carolina)
South Carolina
$91K -$85K -600 -49%
BEI
2865
Benjamin Edwards Inc
Missouri
$91K +$92.1K +650 New
APC
2866
Aspire Private Capital
North Carolina
$90K – – –
BCM
2867
Blume Capital Management
California
$84K – – –
CFG
2868
CKW Financial Group
Hawaii
$84K – – –
KAS
2869
Kemnay Advisory Services
New York
$84K – – –
CWM
2870
Cranbrook Wealth Management
Michigan
$84K +$17.7K +125 +26%
RVM
2871
Robinson Value Management
Texas
$84K +$85K +600 New
EL
2872
EMFO LLC
Florida
$75K – – –
PGAM
2873
Princeton Global Asset Management
New Jersey
$75K – – –
SFO
2874
Standard Family Office
South Dakota
$73K -$279K -1,970 -79%
AS
2875
Altshuler Shaham
Israel
$72K -$10.5K -74 -13%
113 114
115
116 117

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.