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Procter & Gamble
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Overview Fund Activity

2,926 hedge funds and large institutions have $216B invested in Procter & Gamble in 2021 Q3 according to their latest regulatory filings, with 125 funds opening new positions, 1,250 increasing their positions, 1,153 reducing their positions, and 79 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,926
Holders Change
+4
Holders Change %
+0.14%
% of All Funds
51.39%
Holding in Top 10
217
Holding in Top 10 Change
+24
Holding in Top 10 Change %
+12.44%
% of All Funds
3.81%
New
125
Increased
1,250
Reduced
1,153
Closed
79
Calls
$2.27B
Puts
$1.86B
Net Calls
+$410M
Net Calls Change
-$222M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$620M
2
UBS AM
UBS AM
Illinois
+$485M
3
Bank of America
Bank of America
North Carolina
+$314M
4
Neuberger Berman Group
Neuberger Berman Group
New York
+$221M
5
Northern Trust
Northern Trust
Illinois
+$220M

Top Sellers

1
Franklin Resources
Franklin Resources
California
-$561M
2
Invesco
Invesco
Georgia
-$559M
3
BCMIO
Beacon Capital Management Inc (Ohio)
Ohio
-$359M
4
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance
Illinois
-$306M
5
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$298M
Name Holding Trade Value Shares
Change 		Shares
Change %
EFSCE
1201
Enterprise Financial Services Corp (EFSC)
Missouri
$3.65M +$1.8M +12,904 +98%
AWM
1202
Altavista Wealth Management
North Carolina
$3.65M -$240K -1,717 -6%
DPIM
1203
Duff & Phelps Investment Management
Illinois
$3.63M -$84.7K -606 -2%
MIC
1204
Means Investment Company
Maine
$3.63M +$3.64K +26 +0.1%
YWP
1205
YorkBridge Wealth Partners
New York
$3.63M -$19.3K -138 -0.5%
M
1206
Mirova
France
$3.62M – – –
CCA
1207
Checchi Capital Advisers
California
$3.62M +$8.95K +64 +0.2%
LFAS
1208
Level Four Advisory Services
Texas
$3.62M -$1.28M -9,181 -26%
AHC
1209
Adell Harriman & Carpenter
Texas
$3.6M -$213K -1,524 -6%
DLA
1210
Douglas Lane & Associates
New York
$3.59M -$33K -236 -0.9%
SCM
1211
Schnieders Capital Management
California
$3.59M -$35.1K -251 -1%
CB
1212
CNB Bank
Pennsylvania
$3.59M +$535K +3,825 +18%
FB
1213
Fulton Bank
Pennsylvania
$3.59M -$178K -1,275 -5%
CGL
1214
Clarius Group LLC
Washington
$3.58M +$107K +768 +3%
ECG
1215
Edge Capital Group
Georgia
$3.57M +$25.6K +183 +0.7%
PFC
1216
Poplar Forest Capital
California
$3.56M – – –
DW
1217
Domani Wealth
Pennsylvania
$3.56M -$1.4K -10 -0%
Boston Partners
1218
Boston Partners
Massachusetts
$3.55M -$63.6K -455 -2%
CHAM
1219
Clear Harbor Asset Management
Connecticut
$3.55M +$98.7K +706 +3%
GWM
1220
Gray Wealth Management
Maine
$3.54M -$36.9K -264 -1%
TMAM
1221
Tokio Marine Asset Management
Japan
$3.54M +$321K +2,298 +10%
EL
1222
Essex LLC
Illinois
$3.53M +$3.53M +25,267 New
FTDI
1223
First Trust Direct Indexing
Massachusetts
$3.51M +$212K +1,516 +6%
SWIG
1224
Strategic Wealth Investment Group
Kentucky
$3.51M +$560K +3,992 +19%
CWM
1225
CMH Wealth Management
New Hampshire
$3.51M +$67.2K +481 +2%
47 48
49
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