We are live on ! Find out more
PG icon

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
RFA
1176
Reilly Financial Advisors
California
$3.83M +$20.6K +145 +0.5%
PAMG
1177
Patton Albertson Miller Group
Tennessee
$3.82M +$1.24M +8,728 +47%
OAMG
1178
Odey Asset Management Group
United Kingdom
$3.82M -$129K -913 -3%
ECM
1179
Evergreen Capital Management
Washington
$3.81M +$648K +4,571 +20%
HCA
1180
Horan Capital Advisors
Ohio
$3.81M -$44.1K -311 -1%
PAM
1181
Paradigm Asset Management
New York
$3.8M -$213K -1,500 -5%
AWM
1182
Altus Wealth Management
Kentucky
$3.8M +$97K +684 +3%
SCM
1183
Stonebridge Capital Management
California
$3.79M -$56.7K -400 -1%
PFS
1184
Physicians Financial Services
North Carolina
$3.78M -$63.8K -450 -2%
HWAM
1185
Hennion & Walsh Asset Management
New Jersey
$3.78M -$434K -3,065 -10%
EW
1186
Evoke Wealth
California
$3.77M +$196K +1,386 +5%
KFBMI
1187
Kentucky Farm Bureau Mutual Insurance
Kentucky
$3.77M
BO
1188
Bank OZK
Arkansas
$3.77M -$129K -907 -3%
CCM
1189
Cinctive Capital Management
New York
$3.77M +$3.83M +26,986 New
AF
1190
Advisornet Financial
Minnesota
$3.75M -$301K -2,123 -7%
DIP
1191
DT Investment Partners
Pennsylvania
$3.75M +$303K +2,136 +9%
NP
1192
NorthRock Partners
Minnesota
$3.75M +$99.5K +702 +3%
CIAS
1193
CFS Investment Advisory Services
New Jersey
$3.73M +$3.78M +26,675 New
BOTW
1194
Bank of the West
California
$3.72M +$611K +4,310 +19%
CT
1195
Chicago Trust
Illinois
$3.72M +$64.6K +456 +2%
BP
1196
Ballentine Partners
Massachusetts
$3.72M -$205K -1,449 -5%
SA
1197
Shilanski & Associates
Alaska
$3.71M +$62.8K +443 +2%
LPIC
1198
LeJeune Puetz Investment Counsel
Michigan
$3.71M +$86.9K +613 +2%
PWP
1199
Private Wealth Partners
California
$3.7M -$35.4K -250 -0.9%
JCM
1200
Jag Capital Management
Missouri
$3.7M -$58.4K -412 -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.