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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
CAM
1076
Close Asset Management
United Kingdom
$4.58M
DMBA
1077
Deseret Mutual Benefit Administrators
Utah
$4.58M +$3.06M +21,595 +193%
OPS
1078
Orion Portfolio Solutions
Nebraska
$4.56M +$871K +6,142 +23%
BPM
1079
Bowling Portfolio Management
Ohio
$4.56M -$21.5K -152 -0.5%
FAIM
1080
Financial Advocates Investment Management
Washington
$4.55M -$260K -1,837 -5%
FAM
1081
Fred Alger Management
New York
$4.55M +$43.1K +304 +0.9%
VAS
1082
Vestmark Advisory Solutions
Massachusetts
$4.55M +$318K +2,240 +7%
EWA
1083
EP Wealth Advisors
California
$4.54M +$344K +2,430 +8%
MCP
1084
Martin Capital Partners
Oregon
$4.53M +$15.7K +111 +0.3%
FPIS
1085
Financial Planning & Information Services
Wisconsin
$4.53M +$129K +907 +3%
WPW
1086
Waldron Private Wealth
Pennsylvania
$4.52M +$762K +5,374 +20%
SAM
1087
Smithbridge Asset Management
Pennsylvania
$4.52M -$120K -847 -3%
BMC
1088
Beaton Management Company
Massachusetts
$4.5M +$15.6K +110 +0.3%
AT
1089
Arden Trust
Delaware
$4.49M -$87.3K -616 -2%
PBC
1090
Pavion Blue Capital
California
$4.49M -$7.94K -56 -0.2%
CBOR
1091
Community Bank of Raymore
Missouri
$4.47M -$1.7K -12 -0%
MAM
1092
Meeder Asset Management
Ohio
$4.47M +$275K +1,938 +6%
IFAM
1093
Institutional & Family Asset Management
Colorado
$4.46M -$24.1K -170 -0.5%
MMHP
1094
Murphy Middleton Hinkle & Parker
Georgia
$4.45M -$23K -162 -0.5%
ESB
1095
Essex Savings Bank
Connecticut
$4.44M +$20K +141 +0.5%
IWM
1096
IHT Wealth Management
Illinois
$4.43M +$209K +1,478 +5%
BFG
1097
Barber Financial Group
Kansas
$4.42M +$518K +3,655 +13%
GSC
1098
G&S Capital
Colorado
$4.4M +$31.2K +220 +0.7%
TIM
1099
Thompson Investment Management
Wisconsin
$4.4M -$117K -823 -3%
SFI
1100
Susquehanna Fundamental Investments
Pennsylvania
$4.39M +$4.45M +31,390 New

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.