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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
CPA
751
Court Place Advisors
Maryland
$9M -$48.6K -343 -0.5%
CC
752
Cannell & Co
New York
$8.99M -$24.1K -170 -0.3%
SSB
753
Sandy Spring Bank
Maryland
$8.97M -$281K -1,981 -3%
ARMC
754
American Research & Management Company
Massachusetts
$8.93M -$73.4K -518 -0.8%
ECM
755
Everence Capital Management
Indiana
$8.93M +$439K +3,100 +5%
NA
756
NewEdge Advisors
Louisiana
$8.92M +$258K +1,823 +3%
FPFS
757
First Personal Financial Services
North Carolina
$8.89M +$51K +360 +0.6%
FSA
758
Franklin Street Advisors
North Carolina
$8.88M -$1.28K -9 -0%
SWM
759
Stockman Wealth Management
Montana
$8.87M +$225K +1,585 +3%
EWM
760
Edge Wealth Management
New York
$8.85M +$266K +1,879 +3%
KRSITF
761
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$8.85M -$57K -402 -0.6%
LG
762
LaFleur & Godfrey
Michigan
$8.85M +$1.18M +8,326 +15%
BCM
763
Birmingham Capital Management
Alabama
$8.79M -$145K -1,020 -2%
AIP
764
Ameritas Investment Partners
Nebraska
$8.79M +$160K +1,129 +2%
WS
765
Wedbush Securities
California
$8.77M -$36.6K -258 -0.4%
SWA
766
Stratos Wealth Advisors
Ohio
$8.69M +$612K +4,319 +7%
Kovitz Investment Group Partners
767
Kovitz Investment Group Partners
Illinois
$8.69M -$374K -2,638 -4%
GAB
768
German American Bancorp
Indiana
$8.68M +$304K +2,145 +4%
AA
769
AlphaMark Advisors
Kentucky
$8.67M +$143K +1,009 +2%
RWM
770
Rench Wealth Management
Texas
$8.66M +$82.2K +580 +0.9%
CAC
771
Core Alternative Capital
Georgia
$8.66M +$987K +6,962 +13%
RIM
772
Redpoint Investment Management
Australia
$8.65M -$218K -1,536 -2%
CB
773
Community Bank
New York
$8.65M -$184K -1,299 -2%
KCPG
774
Kavar Capital Partners Group
Kansas
$8.63M -$40K -282 -0.5%
CANC
775
Culbertson A N & Co
Virginia
$8.62M +$266K +1,879 +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.