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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
Capstone Investment Advisors
451
Capstone Investment Advisors
New York
$21.6M +$20.8M +146,444 +1,752%
CA
452
Cetera Advisors
Colorado
$21.6M +$1.71M +12,078 +9%
DC
453
Davenport & Co
Virginia
$21.4M +$633K +4,464 +3%
KFS
454
Kurt F. Somerville
$21.3M +$200K +1,411 +0.9%
CCM
455
Chilton Capital Management
Texas
$21.3M +$44.1K +311 +0.2%
LSERS
456
Louisiana State Employees Retirement System
Louisiana
$21.1M -$213K -1,500 -1%
FNBT
457
FineMark National Bank & Trust
Florida
$21.1M -$244K -1,720 -1%
MJRIC
458
Mogy Joel R Investment Counsel
California
$20.9M +$179K +1,265 +0.9%
RMDI
459
R.M. Davis Inc
Maine
$20.9M +$33.6K +237 +0.2%
CGH
460
Crossmark Global Holdings
Texas
$20.7M +$808K +5,703 +4%
ZIC
461
ZWJ Investment Counsel
Georgia
$20.7M +$166K +1,169 +0.8%
PCM
462
Penserra Capital Management
California
$20.6M +$4.76M +33,616 +30%
CBN
463
Cadence Bank NA
Texas
$20.6M -$131K -926 -0.6%
BA
464
Bennicas & Associates
California
$20.6M +$175K +1,236 +0.8%
YL
465
YCG LLC
Texas
$20.3M +$67.3K +475 +0.3%
KRC
466
Kehrs Ridge Capital
New Jersey
$20.3M +$20.6M +145,000 New
B
467
Bailard
California
$20.2M +$23.1K +163 +0.1%
Lido Advisors
468
Lido Advisors
California
$20.2M +$180K +1,269 +0.9%
MIA
469
MainStreet Investment Advisors
Illinois
$20.1M -$635K -4,481 -3%
EDRH
470
Edmond de Rothschild Holding
Switzerland
$20.1M +$1.24M +8,774 +7%
FMII
471
Farmers & Merchants Investments Inc
Nebraska
$19.9M -$436K -3,075 -2%
WCM
472
Windward Capital Management
California
$19.9M +$216K +1,521 +1%
KRS
473
Kentucky Retirement Systems
Kentucky
$19.8M -$127K -898 -0.6%
IIM
474
Intact Investment Management
Quebec, Canada
$19.8M
SI
475
Stephens Inc
Arkansas
$19.5M -$2.98M -21,055 -13%

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.