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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
TFA
3351
Teamwork Financial Advisors
Texas
– -$237K -1,693 Closed
PCA
3352
Private Capital Advisors
Connecticut
– -$228K -1,630 Closed
WIA
3353
World Investment Advisors
California
– -$225K -1,610 Closed
QC
3354
QCM Cayman
Texas
– -$212K -1,520 Closed
SFWA
3355
Summit Financial Wealth Advisors
Louisiana
– -$211K -1,508 Closed
O
3356
Ossiam
France
– -$210K -1,500 Closed
WorldQuant Millennium Advisors
3357
WorldQuant Millennium Advisors
New York
– -$202K -1,448 Closed
CFA
3358
Cahill Financial Advisors
Minnesota
– -$174K -1,248 Closed
CCM
3359
CAAS Capital Management
New York
– -$170K -1,142 Closed
IUHSA
3360
Itau Unibanco Holding S.A.
Brazil
– -$142K -1,019 Closed
KAS
3361
Kemnay Advisory Services
New York
– -$84K -600 Closed
RVM
3362
Robinson Value Management
Texas
– -$84K -600 Closed
SFO
3363
Standard Family Office
South Dakota
– -$73K -525 Closed
IF
3364
Ironwood Financial
Arizona
– -$71K -507 Closed
LAM
3365
Lountzis Asset Management
Pennsylvania
– -$68.1K -487 Closed
JG
3366
Jefferies Group
New York
– -$62.4K -446 Closed
CI
3367
Cordant Inc
Oregon
– -$60K -430 Closed
UOTTAIMCU
3368
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
– -$29K -207 Closed
CDIA
3369
Capital Directions Investment Advisors
Georgia
– -$27K -191 Closed
TCWA
3370
Ten Capital Wealth Advisors
Washington
– -$21K -150 Closed
JPLA
3371
Joseph P. Lucia & Associates
New York
– -$16K -114 Closed
NIM
3372
NuWave Investment Management
New Jersey
– -$15K -107 Closed
DWA
3373
Dougherty Wealth Advisers
Minnesota
– -$1K -8 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.