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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
BAM
1151
Belpointe Asset Management
Nevada
$4.01M +$71K +501 +2%
CAAS
1152
Capital Asset Advisory Services
Michigan
$4M +$1.12M +7,934 +38%
SIM
1153
Sentry Investment Management
Wisconsin
$4M +$291K +2,054 +8%
ESBC
1154
E.S. Barr & Co
Kentucky
$3.98M -$46.6K -329 -1%
AWE
1155
Avidian Wealth Enterprises
Texas
$3.96M +$382K +2,695 +11%
BDF
1156
Balasa Dinverno & Foltz
$3.95M +$155K +1,097 +4%
GC
1157
Grimes & Company
Massachusetts
$3.95M +$48.9K +345 +1%
SFG
1158
SevenBridge Financial Group
Pennsylvania
$3.95M -$50.6K -357 -1%
KLWA
1159
Kelly Lawrence W & Associates
California
$3.94M -$45.4K -320 -1%
WCM
1160
Whitener Capital Management
North Carolina
$3.94M -$213K -1,500 -5%
DSC
1161
Duncker Streett & Co
Missouri
$3.93M +$6.66K +47 +0.2%
MIP
1162
Marietta Investment Partners
Wisconsin
$3.92M +$7.09K +50 +0.2%
SEP
1163
Southland Equity Partners
Missouri
$3.91M -$1.02M -7,187 -20%
TC
1164
Truvestments Capital
Florida
$3.9M +$33.7K +238 +0.9%
FNBOMD
1165
First National Bank of Mount Dora
Florida
$3.9M -$7.65K -54 -0.2%
OSNBOA
1166
Old Second National Bank of Aurora
Illinois
$3.9M -$14K -99 -0.4%
COI
1167
Connable Office Inc
Michigan
$3.9M -$24.7K -174 -0.6%
CNFG
1168
Creegan & Nassoura Financial Group
New Hampshire
$3.9M -$24.7K -174 -0.6%
JC
1169
Joho Capital
New York
$3.89M
DWM
1170
Dakota Wealth Management
Florida
$3.89M -$8.93K -63 -0.2%
GLA
1171
Great Lakes Advisors
Illinois
$3.88M -$253K -1,786 -6%
CAG
1172
Csenge Advisory Group
Florida
$3.88M -$3.26K -23 -0.1%
KFGK
1173
Keystone Financial Group (Kentucky)
Kentucky
$3.87M -$23.8K -168 -0.6%
CCC
1174
Crescent Capital Consulting
Louisiana
$3.85M -$95.1K -671 -2%
CL
1175
CPWM LLC
Washington
$3.85M +$6.24K +44 +0.2%

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.