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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
SVWAG
851
Sound View Wealth Advisors Group
Georgia
$7.46M -$297K -2,094 -4%
TCPWM
852
Traverso Chambers Private Wealth Management
California
$7.41M -$21.4K -151 -0.3%
ANTB
853
AMG National Trust Bank
Colorado
$7.4M -$5.53K -39 -0.1%
GCC
854
Guardian Capital (Canada)
Ontario, Canada
$7.39M -$1.33M -9,408 -15%
VST
855
Van Strum & Towne
California
$7.37M +$3.54K +25 +0%
AC
856
Alley Company
Illinois
$7.36M +$78.7K +555 +1%
FNT
857
First National Trust
Pennsylvania
$7.32M +$72K +508 +1%
BCM
858
Brookstone Capital Management
Illinois
$7.3M +$84.5K +596 +1%
ISB
859
Iowa State Bank
Iowa
$7.29M +$106K +751 +1%
DWT
860
Dorsey & Whitney Trust
South Dakota
$7.29M -$156K -1,098 -2%
B
861
Brightworth
Georgia
$7.28M +$261K +1,839 +4%
BOC
862
Barbara Oil Co
Illinois
$7.27M
KOCAA
863
Knights of Columbus Asset Advisors
Connecticut
$7.24M +$67.3K +475 +0.9%
AM
864
Atwater Malick
Pennsylvania
$7.24M +$154K +1,087 +2%
NB
865
Northwest Bancshares
Pennsylvania
$7.2M +$33K +233 +0.5%
BBI
866
Baxter Bros Inc
Connecticut
$7.18M -$201K -1,421 -3%
PAM
867
Private Asset Management
California
$7.17M -$101K -715 -1%
HIC
868
Harvey Investment Company
Kentucky
$7.13M -$27.8K -196 -0.4%
LNWWM
869
Laird Norton Wetherby Wealth Management
California
$7.13M -$96.4K -680 -1%
VA
870
Valmark Advisers
Ohio
$7.12M -$1.79M -12,598 -20%
NSIM
871
North Star Investment Management
Illinois
$7.08M +$27.4K +193 +0.4%
Nomura Holdings
872
Nomura Holdings
Japan
$7.05M +$4.03M +28,409 +127%
RGI
873
River Global Investors
United Kingdom
$7.05M -$4.41M -31,140 -38%
LBC
874
Lowe Brockenbrough & Co
Virginia
$7.04M +$65.3K +461 +0.9%
EWM
875
Executive Wealth Management
Michigan
$7.03M -$7.65K -54 -0.1%

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.