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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
ACA
401
Anchor Capital Advisors
Massachusetts
$27.9M +$4.16M +29,345 +17%
DJSG
402
D.J. St. Germain
Massachusetts
$27.9M -$446K -3,150 -2%
SPIA
403
Steward Partners Investment Advisory
New York
$27.8M +$671K +4,733 +2%
EAM
404
Erste Asset Management
Austria
$27.4M -$8.69M -61,313 -24%
NEI
405
Northwest & Ethical Investments
Ontario, Canada
$27.3M +$2.59M +18,296 +10%
AA
406
Ancora Advisors
Ohio
$27.1M +$767K +5,408 +3%
HTHT
407
Hemenway Trust Hemenway Trust
New Hampshire
$27.1M +$896K +6,318 +3%
GI
408
Gradient Investments
Minnesota
$27M +$2.28M +16,107 +9%
SHIM
409
Stone House Investment Management
Pennsylvania
$26.7M
DADC
410
D.A. Davidson & Co
Montana
$26.5M +$1.42M +9,995 +6%
CSIC
411
Clifford Swan Investment Counsel
California
$26.4M -$52.4K -370 -0.2%
MSRPS
412
Maryland State Retirement & Pension System
Maryland
$26.4M +$185K +1,304 +0.7%
IAA
413
Independent Advisor Alliance
North Carolina
$26.1M +$2.5M +17,608 +10%
MPI
414
Mairs & Power Inc
Minnesota
$26.1M +$570K +4,022 +2%
CK
415
Cohen Klingenstein
New York
$25.5M
CDH
416
Charles D. Hyman
$25.3M +$677K +4,774 +3%
RJT
417
Raymond James Trust
Florida
$25.2M +$238K +1,676 +0.9%
KCM
418
Kanawha Capital Management
Virginia
$25.1M -$152K -1,074 -0.6%
LCM
419
LVM Capital Management
Michigan
$25M +$84.8K +598 +0.3%
SF
420
Synovus Financial
Georgia
$24.9M +$981K +6,924 +4%
Pacer Advisors
421
Pacer Advisors
Pennsylvania
$24.8M +$2.8M +19,761 +13%
SSWM
422
Smith Salley Wealth Management
North Carolina
$24.8M +$368K +2,595 +1%
PA
423
Pinnacle Associates
New York
$24.8M -$267K -1,883 -1%
ST
424
Sabal Trust
Florida
$24.7M +$492K +3,474 +2%
FFM
425
Fullerton Fund Management
Singapore
$24.5M +$24M +169,379 +2,915%

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.