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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
WFG
876
Wills Financial Group
Virginia
$6.98M -$379K -2,676 -5%
CFC
877
Cincinnati Financial Corp
Ohio
$6.98M
WP
878
WMS Partners
Maryland
$6.97M -$173K -1,221 -2%
FCH
879
Freestone Capital Holdings
Washington
$6.97M +$558K +3,935 +9%
S
880
SignatureFD
Georgia
$6.96M +$1.09M +7,696 +18%
SBIA
881
Sheaff Brock Investment Advisors
Indiana
$6.95M -$4.45M -31,407 -39%
CTA
882
Chesley Taft & Associates
Illinois
$6.92M -$18.7K -132 -0.3%
SIM
883
Studio Investment Management
Illinois
$6.91M +$7M +49,417 New
HWM
884
Holloway Wealth Management
Florida
$6.91M
RIM
885
Regent Investment Management
Kentucky
$6.88M -$45.8K -323 -0.7%
CWM
886
Concentric Wealth Management
California
$6.87M +$44.4K +313 +0.6%
MME
887
Meag Munich Ergo
Germany
$6.86M -$3.74M -26,367 -35%
FQ
888
First Quadrant
California
$6.85M +$2.41K +17 +0%
SIC
889
Shoker Investment Counsel
Ohio
$6.83M -$11.1K -78 -0.2%
PTC
890
Petrus Trust Company
Texas
$6.81M +$770K +5,435 +13%
SFG
891
Summit Financial Group
West Virginia
$6.8M -$12K -85 -0.2%
CCM
892
Coldstream Capital Management
Washington
$6.79M -$763K -5,384 -10%
RP
893
Rice Partnership
Hawaii
$6.78M +$54.9K +387 +0.8%
FPTW
894
Franklin, Parlapiano, Turner & Welch
Texas
$6.76M -$20.4K -144 -0.3%
IEFM
895
IQ EQ Fund Management
Ireland
$6.75M -$54.7K -386 -0.8%
PAS
896
Park Avenue Securities
New York
$6.75M +$260K +1,832 +4%
CCM
897
Crew Capital Management
Ohio
$6.71M +$351K +2,479 +5%
TNBTD
898
Trustmark National Bank Trust Department
Mississippi
$6.71M -$53.2K -375 -0.8%
Walleye Trading
899
Walleye Trading
New York
$6.67M +$6.77M +47,743 New
CFGS
900
Concourse Financial Group Securities
Alabama
$6.67M +$103K +727 +2%

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.