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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
SIM
1026
Stratos Investment Management
Ohio
$5M +$1.37M +9,672 +37%
PCIA
1027
Prime Capital Investment Advisors
Kansas
$4.99M -$1.19M -8,423 -19%
SFO
1028
Stokes Family Office
Louisiana
$4.98M +$167K +1,178 +3%
APA
1029
American Portfolios Advisors
New York
$4.96M +$494K +3,482 +11%
EIA
1030
Eastover Investment Advisors
North Carolina
$4.96M +$94.5K +667 +2%
ODCM
1031
Old Dominion Capital Management
Virginia
$4.96M
MCWS
1032
McKinley Carter Wealth Services
West Virginia
$4.95M -$84.9K -599 -2%
TCA
1033
Transcend Capital Advisors
New Jersey
$4.95M -$123K -869 -2%
JCM
1034
Jacobi Capital Management
Pennsylvania
$4.95M +$87.2K +615 +2%
UTC
1035
Unified Trust Company
Kentucky
$4.93M +$13.6K +96 +0.3%
HT
1036
Heritage Trust
Oklahoma
$4.92M +$36.3K +256 +0.7%
JIP
1037
Jaffetilchin Investment Partners
Florida
$4.91M -$1.37M -9,653 -22%
ECM
1038
Exchange Capital Management
Michigan
$4.9M -$260K -1,831 -5%
BWM
1039
BerganKDV Wealth Management
Minnesota
$4.88M +$264K +1,861 +6%
BRWM
1040
B. Riley Wealth Management
Tennessee
$4.88M +$1.98M +13,939 +66%
PP
1041
Prospector Partners
Connecticut
$4.87M -$120K -850 -2%
CCG
1042
Cypress Capital Group
Florida
$4.84M +$45.6K +322 +0.9%
JWCA
1043
J.W. Cole Advisors
Florida
$4.81M +$324K +2,288 +7%
TLP
1044
Trinity Legacy Partners
Texas
$4.81M +$158K +1,112 +3%
JFGIW
1045
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$4.8M -$320K -2,261 -6%
OWA
1046
Octavia Wealth Advisors
Ohio
$4.8M -$396K -2,792 -8%
CWG
1047
Cornerstone Wealth Group
North Carolina
$4.79M +$156K +1,103 +3%
CICI
1048
Capital Investment Counsel Inc
North Carolina
$4.79M -$195K -1,375 -4%
Koshinski Asset Management
1049
Koshinski Asset Management
Illinois
$4.78M +$1.58M +11,152 +48%
PDN
1050
Pensionfund DSM Netherlands
Netherlands
$4.78M -$3.3M -23,300 -41%

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.