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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
OPCM
1101
Osborne Partners Capital Management
California
$4.38M -$81.1K -572 -2%
TSW
1102
Thompson Siegel & Walmsley
Virginia
$4.38M -$2.41K -17 -0.1%
WSCM
1103
Wellington Shields Capital Management
New York
$4.37M -$678K -4,786 -13%
ATC
1104
Adirondack Trust Company
New York
$4.37M -$48.2K -340 -1%
SXL
1105
Summit X LLC
Missouri
$4.35M +$40.5K +286 +0.9%
EP
1106
Eudaimonia Partners
Tennessee
$4.35M -$9.21K -65 -0.2%
EF
1107
Empirical Finance
Pennsylvania
$4.35M +$244K +1,718 +6%
AC
1108
Avestar Capital
New York
$4.32M -$7.09K -50 -0.2%
SL
1109
Summitry LLC
California
$4.32M -$80.4K -567 -2%
NHC
1110
Nicholas Hoffman & Company
Georgia
$4.29M -$165K -1,163 -4%
BL
1111
BFSG LLC
California
$4.29M -$43.4K -306 -1%
LBC
1112
Lawrence B. Cohen
$4.29M -$439K -3,096 -9%
SWM
1113
SeaCrest Wealth Management
New York
$4.28M -$24K -169 -0.5%
EWM
1114
Endurance Wealth Management
Rhode Island
$4.27M
MWM
1115
Madison Wealth Management
Ohio
$4.26M +$18K +127 +0.4%
CCMD
1116
Cypress Capital Management (Delaware)
Delaware
$4.25M
PAM
1117
Pegasus Asset Management
New York
$4.25M +$41.1K +290 +1%
RWP
1118
Ridgecrest Wealth Partners
California
$4.24M +$563K +3,969 +15%
CWM
1119
Circle Wealth Management
New Jersey
$4.24M +$2.27K +16 +0.1%
AAMA
1120
Advanced Asset Management Advisors
Ohio
$4.24M -$9.64K -68 -0.2%
CCM
1121
Compton Capital Management
Rhode Island
$4.24M -$49.6K -350 -1%
KNW
1122
Kesler Norman & Wride
Utah
$4.24M +$27.1K +191 +0.6%
FCIM
1123
Fairview Capital Investment Management
California
$4.23M +$41.2K +291 +1%
SFFS
1124
Stonehage Fleming Financial Services
Jersey
$4.23M
DCM
1125
Delta Capital Management
New Jersey
$4.22M -$2.83K -20 -0.1%

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.