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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
BBVA
501
Banco Bilbao Vizcaya Argentaria
Spain
$17.6M +$346K +2,440 +2%
Cetera Investment Advisers
502
Cetera Investment Advisers
Illinois
$17.5M +$491K +3,462 +3%
FAB
503
First American Bank
Illinois
$17.4M +$106K +746 +0.6%
HL
504
HeadInvest LLC
Maine
$17.4M -$34.2K -241 -0.2%
HCMT
505
Highland Capital Management (Tennessee)
Tennessee
$17.3M -$241K -1,697 -1%
BPA
506
Beacon Pointe Advisors
California
$17.3M +$5.22M +36,834 +42%
GD
507
Grandfield & Dodd
New York
$17.2M -$653K -4,606 -4%
UBV
508
United Bank (Virginia)
Virginia
$17.2M +$205K +1,447 +1%
WT
509
Washington Trust
Rhode Island
$17.1M +$100K +707 +0.6%
RMCM
510
Reynders McVeigh Capital Management
Massachusetts
$17.1M +$77.3K +545 +0.4%
NMIMC
511
Northwestern Mutual Investment Management Company
Wisconsin
$17M +$1.52M +10,697 +10%
DWM
512
Doyle Wealth Management
Florida
$17M +$198K +1,400 +1%
CIP
513
Chartwell Investment Partners
Pennsylvania
$16.9M +$56.6K +399 +0.3%
Voloridge Investment Management
514
Voloridge Investment Management
Florida
$16.9M -$148M -1,043,864 -90%
HBT
515
Hills Bank & Trust
Iowa
$16.9M -$81.5K -575 -0.5%
FPCM
516
Financial Partners Capital Management
New York
$16.8M -$453K -3,195 -3%
9WM
517
9258 Wealth Management
Ohio
$16.8M -$59.1K -417 -0.3%
BFIM
518
Beese Fulmer Investment Management
Ohio
$16.7M +$32.2K +227 +0.2%
CTA
519
Colonial Trust Advisors
South Carolina
$16.6M -$286K -2,021 -2%
ABTD
520
Arvest Bank Trust Division
Oklahoma
$16.5M -$277K -1,954 -2%
ATC
521
Argent Trust Co
Tennessee
$16.5M -$278K -1,964 -2%
PWLP
522
Prio Wealth Limited Partnership
Massachusetts
$16.4M -$57.8K -408 -0.3%
NGA
523
Naples Global Advisors
Florida
$16.3M -$244K -1,720 -1%
HB
524
Homrich & Berg
Georgia
$16.2M +$1.03M +7,244 +7%
WDG
525
Wealth Dimensions Group
Ohio
$16.2M +$45.8K +323 +0.3%

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.