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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
BPWM
551
Badgley Phelps Wealth Managers
Washington
$15.3M +$15.5M +109,156 New
PFPT
552
Pinnacle Financial Partners (Tennessee)
Tennessee
$15.2M +$128K +901 +0.8%
CWM
553
Cornerstone Wealth Management
Missouri
$15.2M -$364K -2,570 -2%
TCOV
554
Trust Company of Vermont
Vermont
$15.2M -$278K -1,964 -2%
CCP
555
Clarkston Capital Partners
Michigan
$15.2M +$86.3K +609 +0.6%
ACM
556
Argent Capital Management
Missouri
$15M +$26.4K +186 +0.2%
OCG
557
Opus Capital Group
Ohio
$15M -$428K -3,020 -3%
AP
558
Advisor Partners
California
$14.8M -$418K -2,950 -3%
CCM
559
Covington Capital Management
California
$14.7M -$254K -1,795 -2%
GIA
560
Guyasuta Investment Advisors
Pennsylvania
$14.7M +$234K +1,650 +2%
Jones Financial Companies
561
Jones Financial Companies
Missouri
$14.7M -$560K -3,949 -4%
GIM
562
Grassi Investment Management
California
$14.6M
JAG
563
Journey Advisory Group
Kentucky
$14.6M -$325K -2,291 -2%
LS
564
Livforsakringsbolaget Skandia
Sweden
$14.5M -$907K -6,400 -6%
SIA
565
Sit Investment Associates
Minnesota
$14.4M -$561K -3,960 -4%
GF
566
Gabelli Funds
New York
$14.4M
WTC
567
WhitTier Trust Company
Nevada
$14.4M -$2.57M -18,135 -15%
CGPCS
568
Capital Group Private Client Services
California
$14.4M +$14.6M +102,923 New
HIMC
569
Heritage Investors Management Corp
Maryland
$14.4M -$305K -2,150 -2%
PCM
570
Parsons Capital Management
Rhode Island
$14.3M +$101K +710 +0.7%
HAG
571
HighPoint Advisor Group
Illinois
$14M +$91.7K +647 +0.6%
RT
572
Rockland Trust
Massachusetts
$13.9M +$527K +3,718 +4%
CA
573
Callahan Advisors
Texas
$13.8M -$114K -803 -0.8%
KWILP
574
Kiwi Wealth Investments Limited Partnership
New Zealand
$13.8M -$184K -1,301 -1%
NB
575
NBT Bank
New York
$13.7M -$94.1K -664 -0.7%

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.