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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
VVP
651
Venture Visionary Partners
Ohio
$11.1M +$634K +4,476 +6%
MGIA
652
Matthew Goff Investment Advisor
Texas
$11.1M -$53K -374 -0.5%
NEWAS
653
N.E.W. Advisory Services
Wisconsin
$11.1M -$443K -3,127 -4%
JCM
654
Janney Capital Management
Pennsylvania
$11.1M -$273K -1,927 -2%
HT
655
HighTower Trust
Texas
$11M +$425 +3 +0%
BFO
656
Boston Family Office
Massachusetts
$10.9M -$170K -1,202 -2%
LNB
657
Ledyard National Bank
$10.9M +$1.7K +12 +0%
SPC
658
Sigma Planning Corp
Michigan
$10.8M -$82.1K -579 -0.7%
PWP
659
Principle Wealth Partners
Connecticut
$10.8M +$73.8K +521 +0.7%
JWBC
660
J.W. Burns & Co
New York
$10.8M +$177K +1,250 +2%
NAS
661
Nicolet Advisory Services
Wisconsin
$10.8M +$273K +1,923 +3%
LFA
662
Legacy Financial Advisors
Kentucky
$10.8M +$163K +1,152 +2%
BCV
663
Banque Cantonale Vaudoise
Switzerland
$10.8M -$1.21M -8,516 -10%
FCBT
664
First Citizens Bank & Trust
North Carolina
$10.8M +$1.79M +12,648 +20%
QCG
665
Quadrant Capital Group
Ohio
$10.7M +$717K +5,057 +7%
VFA
666
Valeo Financial Advisors
Indiana
$10.7M +$895K +6,316 +9%
TCOT
667
Trust Company of Toledo
Ohio
$10.7M +$31K +219 +0.3%
RC
668
RegentAtlantic Capital
New Jersey
$10.7M +$1.15M +8,135 +12%
KPWS
669
Kestra Private Wealth Services
Texas
$10.7M -$12.6K -89 -0.1%
CA
670
Clearstead Advisors
Ohio
$10.6M -$64.2K -453 -0.6%
SSA
671
Schonfeld Strategic Advisors
New York
$10.5M +$3.48M +24,584 +48%
MA
672
Montag & Associates
Georgia
$10.5M -$278K -1,964 -3%
RDFA
673
Ritter Daniher Financial Advisory
Ohio
$10.5M +$116K +816 +1%
MJP
674
Michael J. Puzo
$10.5M -$26.9K -190 -0.3%
TAIM
675
Te Ahumairangi Investment Management
New Zealand
$10.5M -$1.59M -11,200 -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.