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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
EVM
801
Evelyn V. Moreno
$8.14M -$124K -876 -1%
VC
802
Vestor Capital
Illinois
$8.14M +$96.5K +681 +1%
AF
803
Ally Financial
Michigan
$8.11M
ANBT
804
American National Bank & Trust
Texas
$8.04M -$219K -1,546 -3%
HI
805
Horizon Investments
North Carolina
$8.04M -$857K -6,043 -9%
JIC
806
Joel Isaacson & Co
New York
$8.03M -$127K -894 -2%
TPCW
807
TD Private Client Wealth
New York
$8.01M +$313K +2,205 +4%
CIC
808
Carnegie Investment Counsel
Ohio
$8M +$9.07K +64 +0.1%
PTB
809
Pioneer Trust Bank
Oregon
$7.97M -$9.36K -66 -0.1%
SWM
810
Segment Wealth Management
Texas
$7.95M +$299K +2,109 +4%
KFC
811
Klingenstein Fields & Co
New York
$7.95M +$128K +906 +2%
CAL
812
Capital Analysts LLC
Pennsylvania
$7.93M +$39.7K +280 +0.5%
MCG
813
McCollum Christoferson Group
New York
$7.93M +$101K +713 +1%
RIA
814
Realta Investment Advisors
Delaware
$7.9M -$11.3K -80 -0.1%
WBC
815
West Branch Capital
Massachusetts
$7.9M +$4.94M +34,836 +161%
1SB
816
1ST Source Bank
Indiana
$7.88M -$102K -723 -1%
VPIM
817
Vanguard Personalized Indexing Management
California
$7.85M +$1.71M +12,086 +27%
LJHT
818
Laurie J. Hall Trustee
$7.83M -$128K -905 -2%
LBA
819
Lowell Blake & Associates
Massachusetts
$7.83M +$158K +1,114 +2%
CRB
820
Chad R. Baker
$7.83M
IIC
821
Ironwood Investment Counsel
Arizona
$7.82M +$10.2K +72 +0.1%
LIM
822
Leavell Investment Management
Alabama
$7.81M -$381K -2,690 -5%
HCM
823
Hutner Capital Management
Vermont
$7.8M -$216K -1,524 -3%
TI
824
Tidal Investments
Wisconsin
$7.76M +$1.15M +8,122 +17%
CFSG
825
Community Financial Services Group
Vermont
$7.76M -$43.2K -305 -0.5%

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.