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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
JGIA
1051
Jackson Grant Investment Advisers
Connecticut
$4.78M -$37.6K -265 -0.8%
ECM
1052
Estabrook Capital Management
New York
$4.77M -$107K -757 -2%
NPT
1053
Nixon Peabody Trust
Massachusetts
$4.76M +$190K +1,339 +4%
PA
1054
PFG Advisors
Arizona
$4.76M +$8.65K +61 +0.2%
FA
1055
Financial Avengers
California
$4.74M +$113K +796 +2%
LCP
1056
Legacy Capital Partners
Wisconsin
$4.73M -$137K -965 -3%
HFM
1057
Hartford Financial Management
Connecticut
$4.73M +$41.2K +291 +0.9%
CCC
1058
Chelsea Counsel Company
California
$4.73M
PAA
1059
Peregrine Asset Advisers
Oregon
$4.72M -$70K -494 -1%
RIG
1060
Roosevelt Investment Group
New York
$4.71M
AII
1061
AGF Investments Inc
Ontario, Canada
$4.71M -$1.49M -10,486 -24%
SIC
1062
Sigma Investment Counselors
Michigan
$4.71M +$7.51K +53 +0.2%
WCA
1063
Waratah Capital Advisors
Ontario, Canada
$4.68M +$4.75M +33,514 New
PP
1064
Patron Partners
Texas
$4.67M +$11.1K +78 +0.2%
GIA
1065
Gladstone Institutional Advisory
Florida
$4.66M +$2.7M +19,014 +133%
AIM
1066
Anchor Investment Management
South Carolina
$4.65M +$94.8K +669 +2%
FMWA
1067
Forvis Mazars Wealth Advisors
Missouri
$4.64M +$295K +2,081 +7%
CFG
1068
Citizens Financial Group
Rhode Island
$4.64M -$450K -3,175 -9%
NCM
1069
Northwest Capital Management
Oregon
$4.63M +$850 +6 +0%
HAS
1070
HBW Advisory Services
California
$4.62M +$7.94K +56 +0.2%
SG
1071
Stonnington Group
California
$4.62M +$45.8K +323 +1%
Verition Fund Management
1072
Verition Fund Management
Connecticut
$4.6M -$1.7M -11,968 -27%
S
1073
Surevest
California
$4.6M +$264K +1,862 +6%
SMC
1074
Smith, Moore & Co
Missouri
$4.6M +$529K +3,732 +13%
HT
1075
HAP Trading
New York
$4.6M +$722K +5,091 +18%

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.