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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
DY
701
Dowling & Yahnke
California
$9.89M -$34.9K -246 -0.3%
BOH
702
Bank of Hawaii
Hawaii
$9.89M -$95.8K -676 -0.9%
BWM
703
Buckley Wealth Management
Nevada
$9.84M -$37.6K -265 -0.4%
EB
704
Eastern Bank
Massachusetts
$9.84M -$98.9K -698 -1%
MAM
705
Mastrapasqua Asset Management
Tennessee
$9.83M -$614K -4,335 -6%
HWM
706
HFR Wealth Management
New York
$9.8M +$276K +1,950 +3%
FF
707
FourThought Financial
Florida
$9.79M +$452K +3,188 +5%
TC
708
TownSquare Capital
Utah
$9.78M +$1.63M +11,512 +20%
ST
709
Smithfield Trust
Pennsylvania
$9.75M -$27.1K -191 -0.3%
SWK
710
Stephen W. Kidder
$9.74M +$17.7K +125 +0.2%
PGIM
711
Pacific Global Investment Management
California
$9.71M -$124K -872 -1%
CHC
712
City Holding Co
West Virginia
$9.69M -$15.2K -107 -0.2%
IC
713
IEQ Capital
California
$9.63M +$756K +5,334 +8%
MDCM
714
Morgan Dempsey Capital Management
Wisconsin
$9.61M -$505K -3,564 -5%
IRF
715
IBM Retirement Fund
New York
$9.61M +$13.3K +94 +0.1%
PVH
716
Psagot Value Holdings
Israel
$9.6M +$452K +3,189 +5%
NEAM
717
New England Asset Management
Connecticut
$9.59M +$656K +4,625 +7%
RIA
718
Regal Investment Advisors
Michigan
$9.58M +$448K +3,163 +5%
CCT
719
Chemung Canal Trust
New York
$9.58M -$29.5K -208 -0.3%
SCA
720
Spearhead Capital Advisors
Florida
$9.55M +$132K +934 +1%
LRPA
721
L. Roy Papp & Associates
Arizona
$9.53M -$17K -120 -0.2%
DP
722
Dearborn Partners
Illinois
$9.52M -$2.11M -14,896 -18%
WIC
723
Woodmont Investment Counsel
Tennessee
$9.5M +$35K +247 +0.4%
GT
724
Greenleaf Trust
Michigan
$9.47M +$205K +1,447 +2%
BAM
725
Bruderman Asset Management
New York
$9.46M +$117K +822 +1%

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.