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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 %
MSFS
1251
Main Street Financial Solutions
Pennsylvania
$3.37M +$85.8K +614 +3%
BCM
1252
Boltwood Capital Management
California
$3.37M -$69.9K -500 -2%
BCFD
1253
Boit C.F. David
$3.35M – – –
RWA
1254
Roberts Wealth Advisors
California
$3.35M +$3.35M +23,934 New
ETI
1255
Enterprise Trust & Investment
California
$3.34M – – –
PP
1256
PDS Planning
Ohio
$3.33M -$25.7K -184 -0.8%
TC
1257
Trilogy Capital
California
$3.33M – – –
TI
1258
Truehand Inc
New Hampshire
$3.31M – – –
BSA
1259
Bull Street Advisors
Georgia
$3.3M +$45.4K +325 +1%
MBT
1260
Montecito Bank & Trust
California
$3.3M +$17.3K +124 +0.5%
PWM
1261
Perigon Wealth Management
California
$3.28M +$187K +1,340 +6%
DI
1262
DAGCO Inc
Ohio
$3.28M -$64.2K -459 -2%
DA
1263
Dillon & Associates
Michigan
$3.27M +$10.2K +73 +0.3%
MGIA
1264
Moneta Group Investment Advisors
Missouri
$3.26M -$657K -4,696 -17%
RP
1265
Riverbridge Partners
Minnesota
$3.25M -$61K -436 -2%
HCA
1266
Heck Capital Advisors
Wisconsin
$3.25M – – –
BFO
1267
Biltmore Family Office
North Carolina
$3.25M – – –
MFWM
1268
Motley Fool Wealth Management
Virginia
$3.25M +$154K +1,098 +5%
GAM
1269
Garrison Asset Management
Arkansas
$3.24M -$44.2K -316 -1%
DFA
1270
Delta Financial Advisors
Louisiana
$3.24M -$4.47K -32 -0.1%
AAM
1271
Auxier Asset Management
Oregon
$3.24M – – –
SAM
1272
Summit Asset Management
Tennessee
$3.22M +$6.01K +43 +0.2%
PTC
1273
Philadelphia Trust Company
Pennsylvania
$3.2M -$50.7K -363 -2%
WFAG
1274
Wescott Financial Advisory Group
Pennsylvania
$3.2M +$19.2K +137 +0.6%
LA
1275
LVW Advisors
New York
$3.2M +$82.1K +587 +3%
49 50
51
52 53