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Procter & Gamble

2,937 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: 193217 (+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: 2,9332,937 (+4)

Holders
2,937
Holders Change
+4
Holders Change %
+0.14%
% of All Funds
51.42%
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
Name Holding Trade Value Shares
Change
Change in
Stake
FWCM
351
Ferguson Wellman Capital Management
Oregon
$34.8M +$1.19M +8,398 +3%
UB
352
UMB Bank
Missouri
$34.7M +$28.3K +200 +0.1%
AIM
353
Achmea Investment Management
Netherlands
$34.6M -$9.08M -64,048 -21%
VRS
354
Virginia Retirement Systems
Virginia
$34.4M -$128K -900 -0.4%
ANI
355
American National Insurance
Texas
$34.3M -$18.4K -130 -0.1%
TF
356
TIAA FSB
Florida
$33.7M -$696K -4,912 -2%
HIMCH
357
Hartford Investment Management Co (HIMCO)
Connecticut
$33.5M -$4.99M -35,196 -13%
SC
358
Schulhoff & Co
Ohio
$33.5M -$179K -1,262 -0.5%
BTW
359
Boston Trust Walden
Massachusetts
$33.2M -$2.46M -17,322 -7%
NB
360
Norinchukin Bank
Japan
$33.2M +$1.09M +7,661 +3%
MCM
361
Moore Capital Management
New York
$33M +$33.5M +236,327 New
OSIA
362
O'Shares Investment Advisers
Massachusetts
$32.5M +$5.6M +39,505 +20%
FHA
363
First Horizon Advisors
Tennessee
$32.5M +$14.6M +103,334 +80%
WIC
364
Willis Investment Counsel
Georgia
$32.2M +$2.3M +16,200 +8%
TIM
365
Triodos Investment Management
Netherlands
$32M +$49.6K +350 +0.2%
OSAM
366
O'Shaughnessy Asset Management
Connecticut
$31.9M +$5.71M +40,273 +21%
KAS
367
Kestra Advisory Services
Texas
$31.9M +$553K +3,901 +2%
Caisse de Depot et Placement du Quebec (CDPQ)
368
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$31.9M +$24.5M +173,200 +314%
Cerity Partners
369
Cerity Partners
New York
$31.8M +$909K +6,410 +3%
CIA
370
Capital Investment Advisors
Georgia
$31.7M +$1.62M +11,407 +5%
CPSAC
371
Chas P. Smith & Associates (CPS)
Florida
$31.4M +$1.47M +10,381 +5%
WB
372
WesBanco Bank
West Virginia
$31.4M -$3.82M -26,952 -11%
AIM
373
Artemis Investment Management
United Kingdom
$31.3M -$1.59M -11,248 -5%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
374
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$31.2M -$31.5M -222,036 -50%
KIA
375
KCM Investment Advisors
California
$31.2M +$157K +1,107 +0.5%

PG Hedge Fund Activity: Q3 2021 in Review

2,937 of the 5,712 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.

  • 2,937 institutional investors held Procter & Gamble (PG) as of Q3 2021, up from 2,933 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.