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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
CPIA
1126
Cornell Pochily Investment Advisors
New York
$4.22M -$9.64K -68 -0.2%
CIA
1127
Covington Investment Advisors
Pennsylvania
$4.22M -$22.7K -160 -0.5%
CIAS
1128
Capital Investment Advisory Services
North Carolina
$4.21M +$190K +1,342 +5%
EWM
1129
Empirical Wealth Management
Washington
$4.21M +$451K +3,179 +12%
FHA
1130
Flagship Harbor Advisors
Massachusetts
$4.21M
FBT
1131
First Bankers Trust
Kentucky
$4.18M +$562K +3,967 +15%
PSC
1132
Prentiss Smith & Co
Vermont
$4.17M +$62.9K +444 +2%
DBT
1133
Dubuque Bank & Trust
Iowa
$4.17M -$108K -759 -2%
KWM
1134
Keebeck Wealth Management
Illinois
$4.17M -$196K -1,386 -4%
BTWM
1135
Baker Tilly Wealth Management
Wisconsin
$4.17M +$409K +2,885 +11%
FLPIM
1136
F.L. Putnam Investment Management
Massachusetts
$4.16M -$15.4K -109 -0.4%
MA
1137
MCF Advisors
Kentucky
$4.14M -$70.7K -499 -2%
NIC
1138
Northwest Investment Counselors
Oregon
$4.12M +$87.2K +615 +2%
TC
1139
Telemus Capital
Michigan
$4.08M +$138K +974 +3%
EH
1140
Equitable Holdings
New York
$4.08M +$83.6K +590 +2%
IMOV
1141
Investment Management of Virginia
Virginia
$4.08M -$39K -275 -0.9%
BWP
1142
BSW Wealth Partners
Colorado
$4.07M -$13.6K -96 -0.3%
EM
1143
Excalibur Management
Massachusetts
$4.06M -$39.5K -279 -1%
RBFC
1144
Roman Butler Fullerton & Co
Missouri
$4.05M +$6.66K +47 +0.2%
DMC
1145
Drexel Morgan & Co
Pennsylvania
$4.04M
BDWM
1146
Brewin Dolphin Wealth Management
Ireland
$4.04M -$81.4K -574 -2%
IWA
1147
Inspirion Wealth Advisors
Illinois
$4.04M +$74.7K +527 +2%
SW
1148
SkyOak Wealth
Michigan
$4.03M +$14.9K +105 +0.4%
MWM
1149
Mission Wealth Management
California
$4.03M +$191K +1,350 +5%
WC
1150
Westhampton Capital
North Carolina
$4.03M -$113K -799 -3%

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.