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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
OIM
976
Opus Investment Management
Massachusetts
$5.72M
FI
977
Fosun International
China
$5.71M +$575K +4,057 +11%
YIA
978
YHB Investment Advisors
Connecticut
$5.71M -$29.1K -205 -0.5%
MPAM
979
Murphy Pohlad Asset Management
Minnesota
$5.7M -$35.4K -250 -0.6%
PI
980
PFS Investments
Georgia
$5.7M +$270K +1,903 +5%
CFA
981
Carroll Financial Associates
North Carolina
$5.69M -$42.5K -300 -0.7%
SAM
982
SP Asset Management
California
$5.68M +$25.7K +181 +0.5%
JWM
983
JGP Wealth Management
Oregon
$5.67M +$24.5K +173 +0.4%
LWAC
984
Laurel Wealth Advisors (California)
California
$5.65M -$387K -2,729 -6%
FTC
985
Farmers Trust Company
Ohio
$5.65M +$55.4K +391 +1%
CI
986
CX Institutional
Indiana
$5.61M +$153K +1,081 +3%
PA
987
Profund Advisors
Maryland
$5.61M -$198K -1,399 -3%
WANY
988
Wealthspire Advisors (New York)
New York
$5.54M +$2.15M +15,146 +62%
RC
989
Roundview Capital
New Jersey
$5.53M +$407K +2,869 +8%
VWM
990
Valley Wealth Managers
New Jersey
$5.53M +$14.9K +105 +0.3%
PT
991
Plimoth Trust
Massachusetts
$5.52M -$30.9K -218 -0.5%
PI
992
Pettee Investors
Connecticut
$5.5M -$5.95K -42 -0.1%
GFG
993
Greystone Financial Group
Michigan
$5.48M -$2.29M -16,169 -29%
BST
994
Bath Savings Trust
Maine
$5.46M +$386K +2,723 +7%
PS
995
Pensionfund Sabic
Netherlands
$5.45M
AUB
996
Atlantic Union Bankshares
Virginia
$5.45M +$804K +5,670 +17%
SG
997
Swarthmore Group
Pennsylvania
$5.44M
RFM
998
Royal Fund Management
Florida
$5.43M -$6.8K -48 -0.1%
AAM
999
Aureus Asset Management
Massachusetts
$5.4M -$85.2K -601 -2%
PI
1000
PEAK6 Investments
Illinois
$5.4M +$3.96M +27,918 +260%

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.