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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
LWANC
1001
Laurel Wealth Advisors (North Carolina)
North Carolina
$5.4M -$73.8K -521 -1%
IC
1002
Intersect Capital
California
$5.39M -$38K -268 -0.7%
ET
1003
Equitable Trust
Tennessee
$5.33M +$763K +5,385 +16%
VWA
1004
V Wealth Advisors
Kansas
$5.27M -$126K -887 -2%
VF
1005
Vest Financial
Virginia
$5.24M +$1.07M +7,530 +25%
ECM
1006
ExodusPoint Capital Management
New York
$5.23M -$8.57M -60,457 -62%
CAM
1007
Cypress Asset Management
Texas
$5.23M +$6.95K +49 +0.1%
IWP
1008
Icon Wealth Partners
Texas
$5.23M +$57.7K +407 +1%
NAM
1009
NTV Asset Management
West Virginia
$5.21M +$51.6K +364 +1%
NAM
1010
NorthCoast Asset Management
Connecticut
$5.19M -$12.9K -91 -0.2%
CC
1011
Chicago Capital
Illinois
$5.18M +$8.93K +63 +0.2%
HAI
1012
Hennessy Advisors Inc
California
$5.16M -$70.9K -500 -1%
MJB
1013
Mark J. Bradley
$5.15M -$88.6K -625 -2%
IBOK
1014
Independence Bank of Kentucky
Kentucky
$5.15M -$87.9K -620 -2%
RCAG
1015
Rehmann Capital Advisory Group
Michigan
$5.13M +$48.5K +342 +0.9%
SA
1016
Strategic Advisors
New York
$5.1M +$3.32M +23,417 +179%
MKA
1017
M. Kulyk & Associates
Georgia
$5.1M +$192K +1,358 +4%
GVAG
1018
Great Valley Advisor Group
Delaware
$5.09M +$218K +1,541 +4%
IA
1019
IFG Advisory
Georgia
$5.09M +$626K +4,416 +14%
AB
1020
Atlas Brown
Kentucky
$5.09M -$11.3K -80 -0.2%
SLI
1021
Sumitomo Life Insurance
Japan
$5.07M -$1.67M -11,753 -24%
BIM
1022
Bridges Investment Management
Nebraska
$5.06M -$105K -743 -2%
BFA
1023
Benedict Financial Advisors
Georgia
$5.06M -$20.8K -147 -0.4%
TFM
1024
TFC Financial Management
Massachusetts
$5.05M +$256K +1,809 +5%
PL
1025
Plancorp LLC
Missouri
$5.01M +$72.9K +514 +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.