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Procter & Gamble
PG

3,290 hedge funds and large institutions have $252B invested in Procter & Gamble in 2021 Q4 according to their latest regulatory filings, with 478 funds opening new positions, 1,280 increasing their positions, 1,188 reducing their positions, and 84 closing their positions.

New
Increased
Maintained
Reduced
Closed

469% more first-time investments, than exits

New positions opened: 478 | Existing positions closed: 84

31% more funds holding in top 10

Funds holding in top 10: 217 → 284 (+67)

16% more capital invested

Capital invested by funds: $217B → $252B (+$35.3B)

16% more call options, than puts

Call options by funds: $3.05B | Put options by funds: $2.63B

12% more funds holding

Funds holding: 2,938 → 3,290 (+352)

8% more repeat investments, than reductions

Existing positions increased: 1,280 | Existing positions reduced: 1,188

0.03% more ownership

Funds ownership: 63.98% → 64% (+0.03%)

Holders
3,290
Holders Change
+352
Holders Change %
+11.98%
% of All Funds
50.62%
Holding in Top 10
284
Holding in Top 10 Change
+67
Holding in Top 10 Change %
+30.88%
% of All Funds
4.37%
New
478
Increased
1,280
Reduced
1,188
Closed
84
Calls
$3.05B
Puts
$2.63B
Net Calls
+$421M
Net Calls Change
+$11.1M

Top Buyers

Rank Fund Capital Flow
1
GQG Partners
GQG Partners
Florida
+$1.12B
2
Morgan Stanley
Morgan Stanley
New York
+$278M
3
BlackRock
BlackRock
New York
+$265M
4
JP Morgan Chase
JP Morgan Chase
New York
+$260M
5
State Street
State Street
Massachusetts
+$255M

Top Sellers

Rank Fund Capital Flow
1
TFM
Trian Fund Management
New York
-$747M
2
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$696M
3
MAM
Magellan Asset Management
Australia
-$549M
4
Franklin Resources
Franklin Resources
California
-$423M
5
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$258M
Name Holding Trade Value Shares
Change 		Change in
Stake
RBC
3001
Roble Belko & Company
Pennsylvania
$268K – – –
MC
3002
Manteio Capital
New Jersey
$268K +$243K +1,636 New
MC
3003
Matisse Capital
Oregon
$267K – – –
SPA
3004
Sentinel Pension Advisors
Massachusetts
$267K +$26.1K +176 +12%
FWP
3005
Falcon Wealth Planning
California
$267K +$242K +1,632 New
RWMH
3006
Riverpoint Wealth Management Holdings
Illinois
$266K +$1.34K +9 +0.6%
CC
3007
Claybrook Capital
Massachusetts
$266K +$4.16K +28 +2%
MVA
3008
Mount Vernon Associates
Maryland
$266K +$11.1K +75 +5%
BEW
3009
Burton Enright Welch
California
$266K +$241K +1,624 New
LIM
3010
Lathrop Investment Management
Arkansas
$265K -$1.34K -9 -0.6%
MS
3011
Marshall & Sullivan
Washington
$265K – – –
AFS
3012
Axiom Financial Strategies
Indiana
$264K -$11.9K -80 -5%
LFA
3013
Landmark Financial Advisors
Kentucky
$264K +$240K +1,614 New
LIA
3014
LBMC Investment Advisors
Tennessee
$262K -$2.23M -15,049 -90%
PC
3015
Peavine Capital
Nevada
$262K – – –
WW
3016
Westshore Wealth
California
$262K +$297 +2 +0.1%
RFG
3017
Range Financial Group
Oregon
$261K +$16.3K +110 +7%
Cohen & Steers
3018
Cohen & Steers
New York
$261K +$83.3K +561 +54%
KIM
3019
Karpus Investment Management
New York
$259K – – –
PHAM
3020
Palisades Hudson Asset Management
Florida
$258K – – –
SG
3021
Somerset Group
Minnesota
$258K – – –
EFL
3022
ERn Financial LLC
Wisconsin
$257K +$148 +1 +0.1%
RWM
3023
Reston Wealth Management
Virginia
$257K +$594 +4 +0.3%
TFO
3024
Tarbox Family Office
California
$257K +$1.34K +9 +0.6%
GBWM
3025
Granite Bay Wealth Management
New Hampshire
$257K +$233K +1,571 New
119 120
121
122 123

PG Hedge Fund Activity: Q4 2021 in Review

3,290 of the 6,499 institutional investors tracked by Wall St. Rank reported a position in Procter & Gamble (PG) for Q4 2021, worth a combined $252B — up 16% from $217B a quarter earlier.

Buyers outnumbered sellers: 478 funds opened new PG positions and 84 closed out — a net gain of 394 holders — while 1,280 added to existing stakes and 1,188 trimmed.

The largest buyer was GQG Partners, opening a new position worth an estimated $1.12B. The largest seller was Trian Fund Management, cutting an estimated $747M.

  • 3,290 institutional investors held Procter & Gamble (PG) as of Q4 2021, up from 2,938 in Q3 2021.
  • Funds reported $252B of Procter & Gamble stock for Q4 2021, up 16% quarter-over-quarter.
  • 478 funds opened new Procter & Gamble positions in Q4 2021 and 84 closed out, a net change of +394 holders.
  • The largest Procter & Gamble buyer in Q4 2021 was GQG Partners, an estimated $1.12B added.
  • The largest Procter & Gamble seller in Q4 2021 was Trian Fund Management, an estimated $747M sold.

Based on aggregated 13F filings for Q4 2021.