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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
AIC
901
Ameritas Investment Company
Nebraska
$6.62M +$4.54M +31,998 +208%
Squarepoint
902
Squarepoint
New York
$6.62M -$6.2M -43,741 -48%
IIM
903
Ipswich Investment Management
Massachusetts
$6.6M -$2.41K -17 -0%
GCM
904
Garland Capital Management
Washington
$6.58M -$42.5K -300 -0.6%
SFA
905
Semmax Financial Advisors
North Carolina
$6.58M +$1.73M +12,171 +35%
BC
906
Burleson & Co
California
$6.57M +$357K +2,521 +6%
MYIA
907
Mount Yale Investment Advisors
Colorado
$6.55M +$1.4M +9,878 +27%
APP
908
Avantax Planning Partners
Iowa
$6.54M +$62.9K +444 +1%
SW
909
SteelPeak Wealth
California
$6.53M +$4.38M +30,867 +195%
CSS
910
Cubist Systematic Strategies
Connecticut
$6.51M -$5.29M -37,333 -45%
ST
911
Spinnaker Trust
Maine
$6.49M +$312K +2,201 +5%
CCMINC
912
Cardinal Capital Management Inc (North Carolina)
North Carolina
$6.48M -$124K -878 -2%
JWBC
913
John W. Brooker & Co
California
$6.48M
BO
914
BRR OpCo
Ohio
$6.47M +$28.3K +200 +0.4%
NCM
915
Nelson Capital Management
California
$6.47M -$71.9K -507 -1%
AIA
916
Allied Investment Advisors
Montana
$6.46M -$1.28K -9 -0%
AC
917
Addison Capital
Pennsylvania
$6.45M -$6.09K -43 -0.1%
MCA
918
Mercer Capital Advisers
New Jersey
$6.44M -$241K -1,699 -4%
AMG
919
Advisors Management Group
Wisconsin
$6.43M +$6.38K +45 +0.1%
MLIC
920
Mandatum Life Insurance Company
Finland
$6.43M
CC
921
Courier Capital
New York
$6.39M -$372K -2,622 -5%
SCA
922
Stokes Capital Advisors
South Carolina
$6.39M +$40.3K +284 +0.6%
WKWM
923
Walter & Keenan Wealth Management
Indiana
$6.39M -$64.8K -457 -1%
VCA
924
Verdence Capital Advisors
Maryland
$6.38M +$447K +3,151 +7%
BRM
925
Boston Research & Management
Massachusetts
$6.38M +$20.6K +145 +0.3%

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.