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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
TMAM
1226
Tokio Marine Asset Management
Japan
$3.54M +$326K +2,298 +10%
EL
1227
Essex LLC
Illinois
$3.53M +$3.58M +25,267 New
FTDI
1228
First Trust Direct Indexing
Massachusetts
$3.51M +$215K +1,516 +6%
SWIG
1229
Strategic Wealth Investment Group
Kentucky
$3.51M +$566K +3,992 +19%
CWM
1230
CMH Wealth Management
New Hampshire
$3.51M +$68.2K +481 +2%
SMFG
1231
Sumitomo Mitsui Financial Group
Japan
$3.51M +$600K +4,231 +20%
ACM
1232
Argyle Capital Management
Pennsylvania
$3.51M -$14.2K -100 -0.4%
CS
1233
Comerica Securities
Michigan
$3.51M +$136K +957 +4%
DWM
1234
Darwin Wealth Management
Florida
$3.5M -$464K -3,272 -12%
FTA
1235
Financial & Tax Architects
Missouri
$3.5M +$185K +1,302 +5%
NED
1236
Nancy E. Dempze
$3.5M +$139K +980 +4%
WJA
1237
Willis Johnson & Associates
Texas
$3.5M +$142 +1 +0%
PFO
1238
Pathstone Family Office
New Jersey
$3.5M +$190K +1,343 +6%
RA
1239
RFG Advisory
Alabama
$3.48M +$42.2K +298 +1%
CYG
1240
Clean Yield Group
Vermont
$3.48M +$363K +2,559 +11%
ADL
1241
Asset Dedication LLC
California
$3.48M +$144K +1,013 +4%
CC
1242
Cornerstone Capital
California
$3.47M -$15.9K -112 -0.4%
Balyasny Asset Management
1243
Balyasny Asset Management
Illinois
$3.47M -$47.6M -336,151 -93%
HFBOT
1244
Home Federal Bank of Tennessee
Tennessee
$3.45M -$8.79K -62 -0.3%
MWM
1245
Minot Wealth Management
Massachusetts
$3.44M +$387K +2,729 +12%
PP
1246
Patten & Patten
Tennessee
$3.44M -$76K -536 -2%
STC
1247
Sarah T. Connolly
$3.43M -$17.4K -123 -0.5%
RDWM
1248
Red Door Wealth Management
Tennessee
$3.43M +$286K +2,021 +9%
PAM
1249
Peak Asset Management
Colorado
$3.42M -$96.8K -683 -3%
CF
1250
Clarity Financial
Texas
$3.42M +$268K +1,890 +8%

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.