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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
TIM
476
Tikehau Investment Management
France
$19.5M -$1.56M -11,000 -7%
MYAM
477
Meiji Yasuda Asset Management
Japan
$19.4M -$247K -1,740 -1%
IC
478
Inverness Counsel
New York
$19.4M +$4.73M +33,371 +32%
RCYC
479
Richard C. Young & Co
Rhode Island
$19.4M +$39.8K +281 +0.2%
Twin Tree Management
480
Twin Tree Management
Texas
$19.3M +$1.24M +8,769 +7%
Qube Research & Technologies (QRT)
481
Qube Research & Technologies (QRT)
United Kingdom
$19.1M -$17M -119,670 -47%
SWP
482
Stratos Wealth Partners
Ohio
$19M -$274K -1,931 -1%
TF
483
TRH Financial
Iowa
$19M +$2.61M +18,433 +16%
HFS
484
Hantz Financial Services
Michigan
$18.9M +$1.65M +11,663 +9%
VWA
485
Visionary Wealth Advisors
Illinois
$18.9M -$176K -1,239 -0.9%
DDC
486
DF Dent & Co
Maryland
$18.8M -$331K -2,335 -2%
HCM
487
Howland Capital Management
Massachusetts
$18.6M -$2.16M -15,255 -10%
BRWA
488
B. Riley Wealth Advisors
Florida
$18.3M +$815K +5,749 +5%
VMPIC
489
Varma Mutual Pension Insurance Co
Finland
$18.3M +$4.25M +30,000 +30%
GGI
490
Godsey & Gibb Inc
Virginia
$18.3M +$18.5M +130,563 New
JAM
491
Jupiter Asset Management
United Kingdom
$18.2M -$850 -6 -0%
CTI
492
Community Trust & Investment
Kentucky
$18.2M +$2.65M +18,728 +17%
AI
493
Atria Investments
North Carolina
$18.1M +$1.58M +11,161 +9%
LOIM
494
Liberty One Investment Management
Illinois
$18.1M +$203K +1,434 +1%
FNFDCM
495
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$18.1M +$68.6K +484 +0.4%
BBA
496
BLB&B Advisors
Pennsylvania
$18M +$1.52M +10,694 +9%
GHA
497
GW Henssler & Associates
Georgia
$17.9M -$1.98M -13,946 -10%
BCM
498
BTR Capital Management
California
$17.7M -$75.4K -532 -0.4%
RE
499
RBC Europe
United Kingdom
$17.6M +$470K +3,319 +3%
PAM
500
Palisade Asset Management
Minnesota
$17.6M -$567 -4 -0%

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.