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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
H
601
HoyleCohen
California
$12.8M -$351K -2,478 -3%
SFM
602
Stack Financial Management
Montana
$12.8M -$170K -1,201 -1%
CNC
603
Canandaigua National Corp
New York
$12.8M -$179K -1,264 -1%
VIA
604
Vident Investment Advisory
Georgia
$12.8M +$3.35M +23,662 +35%
LMIM
605
Lockheed Martin Investment Management
Maryland
$12.8M -$370K -2,610 -3%
TCM
606
Tufton Capital Management
Maryland
$12.7M -$109K -771 -0.8%
SWM
607
Spire Wealth Management
Virginia
$12.7M +$595K +4,197 +5%
DWA
608
Douglass Winthrop Advisors
New York
$12.6M +$423K +2,981 +3%
WCMN
609
Westchester Capital Management (Nebraska)
Nebraska
$12.6M -$709 -5 -0%
BFA
610
Bragg Financial Advisors
North Carolina
$12.6M +$40.8K +288 +0.3%
VV
611
Verity & Verity
South Carolina
$12.5M +$177K +1,247 +1%
HA
612
Harfst & Associates
Wyoming
$12.5M +$1.13K +8 +0%
RAM
613
RWC Asset Management
United Kingdom
$12.5M +$441K +3,110 +4%
SIM
614
Sonora Investment Management
Arizona
$12.5M -$77.4K -546 -0.6%
TTWM
615
TCV Trust & Wealth Management
Virginia
$12.4M +$115K +813 +0.9%
WC
616
Woodstock Corp
Massachusetts
$12.3M -$39.4K -278 -0.3%
GFP
617
Gryphon Financial Partners
Ohio
$12.3M -$1.3M -9,161 -9%
NRS
618
Neville Rodie & Shaw
New York
$12.2M -$40.1K -283 -0.3%
FNBOO
619
First National Bank of Omaha
Nebraska
$12.2M -$1.1M -7,737 -8%
BCAM
620
Boston Common Asset Management
Massachusetts
$12.2M +$90.9K +641 +0.7%
CCT
621
Country Club Trust
Missouri
$12.1M -$75.4K -532 -0.6%
CPFP
622
Clear Perspectives Financial Planning
Ohio
$12.1M -$1.02M -7,174 -8%
SC
623
Saturna Capital
Washington
$12.1M +$5.7M +40,200 +87%
BHWM
624
Bar Harbor Wealth Management
New Hampshire
$12.1M -$135K -950 -1%
SC
625
SouthState Corp
Florida
$12M -$654K -4,611 -5%

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.