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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
SWG
3326
Summit Wealth Group
Vermont
– -$1.04M -7,439 Closed
BOS
3327
Bingham Osborn & Scarborough
California
– -$940K -6,726 Closed
SA
3328
SRN Advisors
Pennsylvania
– -$828K -5,923 Closed
VI
3329
Versor Investments
New York
– -$741K -5,300 Closed
WPW
3330
Warther Private Wealth
Ohio
– -$733K -5,253 Closed
CWAG
3331
Compton Wealth Advisory Group
Virginia
– -$634K -4,532 Closed
AI
3332
ArchPoint Investors
Florida
– -$600K -4,290 Closed
IP
3333
Intellectus Partners
California
– -$596K -4,264 Closed
ESCM
3334
Echo Street Capital Management
New York
– -$561K -4,011 Closed
PHK
3335
Point72 Hong Kong
Hong Kong
– -$580K -3,907 Closed
CA
3336
CastleArk Alternatives
Illinois
– -$531K -3,800 Closed
PCM
3337
Prelude Capital Management
New York
– -$469K -3,160 Closed
BAM
3338
Blueshift Asset Management
New Jersey
– -$432K -3,091 Closed
WCA
3339
Windsor Creek Advisors
Vermont
– -$419K -3,000 Closed
TC
3340
Toews Corporation
New Jersey
– -$405K -2,900 Closed
AWP
3341
Ascent Wealth Partners
New York
– -$349K -2,500 Closed
FWM
3342
FFT Wealth Management
Pennsylvania
– -$347K -2,484 Closed
RB
3343
Renasant Bank
Mississippi
– -$343K -2,453 Closed
SIGI
3344
Susquehanna International Group (Ireland)
Ireland
– -$318K -2,277 Closed
Two Sigma Investments
3345
Two Sigma Investments
New York
– -$332K -2,234 Closed
CIM
3346
Chiron Investment Management
New York
– -$309K -2,210 Closed
CCM
3347
Crabel Capital Management
California
– -$266K -1,903 Closed
JHP
3348
James Hambro & Partners
United Kingdom
– -$262K -1,873 Closed
IWA
3349
IBEX Wealth Advisors
New Jersey
– -$245K -1,755 Closed
FRM
3350
Fox Run Management
Connecticut
– -$239K -1,712 Closed
131 132 133
134
135

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.