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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
FP
2951
Factorial Partners
New York
– -$2.2M -16,300 Closed
NWA
2952
New World Advisors
Massachusetts
– -$1.97M -14,620 Closed
WCM
2953
Weld Capital Management
New York
– -$1.8M -13,365 Closed
CG
2954
Cutler Group
California
– -$1.86M -13,102 Closed
TI
2955
Trexquant Investment
Connecticut
– -$1.68M -12,484 Closed
AI
2956
AXS Investments
New York
– -$1.57M -11,616 Closed
AWC
2957
Abundance Wealth Counselors
Pennsylvania
– -$1.32M -9,820 Closed
RA
2958
Rational Advisors
New York
– -$1.3M -9,608 Closed
CC
2959
Centiva Capital
New York
– -$1.13M -8,345 Closed
JF
2960
Jump Financial
Illinois
– -$1.1M -8,132 Closed
LCM
2961
Legato Capital Management
California
– -$1.06M -7,862 Closed
KOMWMG
2962
Kerntke Otto McGlone Wealth Management Group
Wisconsin
– -$983K -7,286 Closed
BFA
2963
Brendel Financial Advisors
New Hampshire
– -$960K -7,113 Closed
HR
2964
Hayden Royal
North Carolina
– -$951K -7,046 Closed
LCM
2965
Laurion Capital Management
New York
– -$969K -6,834 Closed
CRI
2966
Colonial River Investments
Virginia
– -$839K -6,217 Closed
DFG
2967
Demars Financial Group
Washington
– -$824K -6,106 Closed
AG
2968
AIA Group
Hong Kong
– -$781K -5,559 Closed
GI
2969
Glovista Investments
New Jersey
– -$747K -5,536 Closed
CFA
2970
Camarda Financial Advisors
Florida
– -$714K -5,290 Closed
Eagle Capital Management (New York)
2971
Eagle Capital Management (New York)
New York
– -$695K -5,153 Closed
WBG
2972
Wharton Business Group
Pennsylvania
– -$681K -5,050 Closed
T
2973
TRUADVICE
Florida
– -$657K -4,664 Closed
KCM
2974
KLK Capital Management
California
– -$585K -4,333 Closed
TSS
2975
Two Sigma Securities
New York
– -$603K -4,255 Closed
117 118
119
120 121

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.