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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
WJWM
1201
Williams Jones Wealth Management
New York
$3.69M +$62.9K +444 +2%
AP
1202
Atwood & Palmer
Missouri
$3.69M -$144K -1,019 -4%
MCM
1203
Mengis Capital Management
Oregon
$3.68M -$11.5K -81 -0.3%
GDP
1204
Great Diamond Partners
Maine
$3.68M +$15.2K +107 +0.4%
NFC
1205
Northeast Financial Consultants
Connecticut
$3.67M +$8.22K +58 +0.2%
EFSCE
1206
Enterprise Financial Services Corp (EFSC)
Missouri
$3.65M +$1.83M +12,904 +98%
AWM
1207
Altavista Wealth Management
North Carolina
$3.65M -$243K -1,717 -6%
DPIM
1208
Duff & Phelps Investment Management
Illinois
$3.63M -$85.9K -606 -2%
MIC
1209
Means Investment Company
Maine
$3.63M +$3.69K +26 +0.1%
YWP
1210
YorkBridge Wealth Partners
New York
$3.63M -$19.6K -138 -0.5%
M
1211
Mirova
France
$3.62M
CCA
1212
Checchi Capital Advisers
California
$3.62M +$9.07K +64 +0.2%
LFAS
1213
Level Four Advisory Services
Texas
$3.62M -$1.3M -9,181 -26%
AHC
1214
Adell Harriman & Carpenter
Texas
$3.6M -$216K -1,524 -6%
DLA
1215
Douglas Lane & Associates
New York
$3.59M -$33.5K -236 -0.9%
SCM
1216
Schnieders Capital Management
California
$3.59M -$35.6K -251 -1%
CB
1217
CNB Bank
Pennsylvania
$3.59M +$542K +3,825 +18%
FB
1218
Fulton Bank
Pennsylvania
$3.58M -$181K -1,275 -5%
CGL
1219
Clarius Group LLC
Washington
$3.58M +$109K +768 +3%
ECG
1220
Edge Capital Group
Georgia
$3.57M +$25.9K +183 +0.7%
PFC
1221
Poplar Forest Capital
California
$3.56M
DW
1222
Domani Wealth
Pennsylvania
$3.56M -$1.42K -10 -0%
Boston Partners
1223
Boston Partners
Massachusetts
$3.55M -$64.5K -455 -2%
CHAM
1224
Clear Harbor Asset Management
Connecticut
$3.55M +$100K +706 +3%
GWM
1225
Gray Wealth Management
Maine
$3.54M -$37.4K -264 -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.