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Procter & Gamble
PG

3,290 hedge funds and large institutions have $252B invested in Procter & Gamble in 2021 Q4 according to their latest regulatory filings, with 478 funds opening new positions, 1,280 increasing their positions, 1,188 reducing their positions, and 84 closing their positions.

New
Increased
Maintained
Reduced
Closed

469% more first-time investments, than exits

New positions opened: 478 | Existing positions closed: 84

31% more funds holding in top 10

Funds holding in top 10: 217 → 284 (+67)

16% more capital invested

Capital invested by funds: $217B → $252B (+$35.3B)

16% more call options, than puts

Call options by funds: $3.05B | Put options by funds: $2.63B

12% more funds holding

Funds holding: 2,938 → 3,290 (+352)

8% more repeat investments, than reductions

Existing positions increased: 1,280 | Existing positions reduced: 1,188

0.03% more ownership

Funds ownership: 63.98% → 64% (+0.03%)

Holders
3,290
Holders Change
+352
Holders Change %
+11.98%
% of All Funds
50.62%
Holding in Top 10
284
Holding in Top 10 Change
+67
Holding in Top 10 Change %
+30.88%
% of All Funds
4.37%
New
478
Increased
1,280
Reduced
1,188
Closed
84
Calls
$3.05B
Puts
$2.63B
Net Calls
+$421M
Net Calls Change
+$11.1M

Top Buyers

Rank Fund Capital Flow
1
GQG Partners
GQG Partners
Florida
+$1.12B
2
Morgan Stanley
Morgan Stanley
New York
+$278M
3
BlackRock
BlackRock
New York
+$265M
4
JP Morgan Chase
JP Morgan Chase
New York
+$260M
5
State Street
State Street
Massachusetts
+$255M

Top Sellers

Rank Fund Capital Flow
1
TFM
Trian Fund Management
New York
-$747M
2
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$696M
3
MAM
Magellan Asset Management
Australia
-$549M
4
Franklin Resources
Franklin Resources
California
-$423M
5
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$258M
Name Holding Trade Value Shares
Change 		Change in
Stake
CAM
826
Carret Asset Management
New York
$8.93M -$40.8K -275 -0.5%
B
827
Brightworth
Georgia
$8.92M +$360K +2,427 +5%
BIC
828
Beach Investment Counsel
Pennsylvania
$8.9M -$148K -1,000 -2%
NC
829
Nicholas Company
Wisconsin
$8.88M – – –
KWM
830
Kingsview Wealth Management
Oregon
$8.87M -$53.2K -358 -0.7%
MCM
831
Monarch Capital Management
Indiana
$8.87M -$146K -981 -2%
FMBTD
832
First Midwest Bank Trust Division
Illinois
$8.85M -$112K -753 -1%
IA
833
IFP Advisors
Florida
$8.85M -$62.4K -420 -0.8%
SHGA
834
Sand Hill Global Advisors
California
$8.84M +$24.1K +162 +0.3%
DWT
835
Dorsey & Whitney Trust
South Dakota
$8.82M +$264K +1,779 +3%
AC
836
Alley Company
Illinois
$8.81M +$177K +1,194 +2%
SVWAG
837
Sound View Wealth Advisors Group
Georgia
$8.74M +$13.5K +91 +0.2%
CAC
838
Core Alternative Capital
Georgia
$8.72M -$497K -3,346 -5%
KOCAA
839
Knights of Columbus Asset Advisors
Connecticut
$8.67M +$181K +1,222 +2%
CFGS
840
Concourse Financial Group Securities
Alabama
$8.65M +$774K +5,214 +11%
VA
841
Valmark Advisers
Ohio
$8.65M +$294K +1,978 +4%
GCC
842
Guardian Capital (Canada)
Ontario, Canada
$8.65M – – –
VST
843
Van Strum & Towne
California
$8.64M +$20.5K +138 +0.3%
TPCW
844
TD Private Client Wealth
New York
$8.64M -$667K -4,494 -8%
SFA
845
Sequoia Financial Advisors
Ohio
$8.61M +$4.91M +33,077 +169%
FNT
846
First National Trust
Pennsylvania
$8.6M +$28.5K +192 +0.4%
HAIM
847
Hunter Associates Investment Management
Pennsylvania
$8.59M -$170K -1,146 -2%
RCM
848
Radnor Capital Management
Pennsylvania
$8.58M +$7.79M +52,475 New
SA
849
Strategic Advisors
New York
$8.58M +$2.37M +15,943 +44%
LNWWM
850
Laird Norton Wetherby Wealth Management
California
$8.58M +$211K +1,421 +3%
32 33
34
35 36

PG Hedge Fund Activity: Q4 2021 in Review

3,290 of the 6,499 institutional investors tracked by Wall St. Rank reported a position in Procter & Gamble (PG) for Q4 2021, worth a combined $252B — up 16% from $217B a quarter earlier.

Buyers outnumbered sellers: 478 funds opened new PG positions and 84 closed out — a net gain of 394 holders — while 1,280 added to existing stakes and 1,188 trimmed.

The largest buyer was GQG Partners, opening a new position worth an estimated $1.12B. The largest seller was Trian Fund Management, cutting an estimated $747M.

  • 3,290 institutional investors held Procter & Gamble (PG) as of Q4 2021, up from 2,938 in Q3 2021.
  • Funds reported $252B of Procter & Gamble stock for Q4 2021, up 16% quarter-over-quarter.
  • 478 funds opened new Procter & Gamble positions in Q4 2021 and 84 closed out, a net change of +394 holders.
  • The largest Procter & Gamble buyer in Q4 2021 was GQG Partners, an estimated $1.12B added.
  • The largest Procter & Gamble seller in Q4 2021 was Trian Fund Management, an estimated $747M sold.

Based on aggregated 13F filings for Q4 2021.