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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
CFG
3201
CKW Financial Group
Hawaii
$100K – – –
CIA
3202
Caerus Investment Advisors
Texas
$99K +$90.3K +608 New
BCM
3203
Blume Capital Management
California
$98K – – –
CWM
3204
Cranbrook Wealth Management
Michigan
$98K – – –
OF
3205
Outfitter Financial
Maine
$93K +$84.2K +567 New
EL
3206
EMFO LLC
Florida
$88K – – –
EA
3207
Evolution Advisers
Virginia
$88K +$80.2K +540 New
AS
3208
Altshuler Shaham
Israel
$87K +$2.52K +17 +3%
TLFA
3209
True Link Financial Advisors
California
$87K +$35.6K +240 +83%
CPA
3210
Cowen Prime Advisors
New York
$82K – – –
HFS
3211
HBC Financial Services
Washington
$78K +$148 +1 +0.2%
MGIM
3212
M&G Investment Management
United Kingdom
$77.5K -$126M -846,624 -64%
IFA
3213
Interactive Financial Advisors
Illinois
$76K +$45.6K +307 +98%
CMBA
3214
C.M. Bidwell & Associates
Hawaii
$76K +$69K +465 New
RWA
3215
RGT Wealth Advisors
Texas
$76K +$69K +465 New
JMF
3216
Johnson Midwest Financial
Iowa
$74K +$148 +1 +0.2%
BWS
3217
BCR Wealth Strategies
Alabama
$74K +$66.8K +450 New
IA
3218
IFS Advisors
Kansas
$74K +$67.9K +457 New
FEG
3219
Financial Enhancement Group
Indiana
$69K – – –
EC
3220
Estate Counselors
Wisconsin
$65K – – –
PCC
3221
Park Circle Company
Maryland
$65K – – –
ST
3222
Sageworth Trust
Pennsylvania
$65K – – –
MAM
3223
McCarthy Asset Management
California
$64K – – –
CM
3224
Cornerstone Management
Georgia
$62.8K +$57K +384 New
SAM
3225
Strategic Asset Management
Minnesota
$61K -$9.65K -65 -15%
127 128
129
130 131

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.