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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
KWMG
1251
King Wealth Management Group
Florida
$3.41M +$1.48M +10,435 +44%
BOPW
1252
Brandywine Oak Private Wealth
Pennsylvania
$3.41M +$130K +918 +4%
WCM
1253
Wallace Capital Management
Texas
$3.41M -$6.09K -43 -0.2%
RIL
1254
Rothschild Investment LLC
Illinois
$3.4M -$633K -4,463 -16%
SIA
1255
SkyView Investment Advisors
New Jersey
$3.39M +$58.5K +413 +2%
MSFS
1256
Main Street Financial Solutions
Pennsylvania
$3.37M +$87K +614 +3%
BCM
1257
Boltwood Capital Management
California
$3.37M -$70.9K -500 -2%
BCFD
1258
Boit C.F. David
$3.35M
RWA
1259
Roberts Wealth Advisors
California
$3.35M +$3.39M +23,934 New
ETI
1260
Enterprise Trust & Investment
California
$3.34M
PP
1261
PDS Planning
Ohio
$3.33M -$26.1K -184 -0.8%
TC
1262
Trilogy Capital
California
$3.33M
TI
1263
Truehand Inc
New Hampshire
$3.31M
BSA
1264
Bull Street Advisors
Georgia
$3.3M +$46.1K +325 +1%
MBT
1265
Montecito Bank & Trust
California
$3.29M +$17.6K +124 +0.5%
PWM
1266
Perigon Wealth Management
California
$3.28M +$190K +1,340 +6%
DI
1267
DAGCO Inc
Ohio
$3.28M -$65.1K -459 -2%
DA
1268
Dillon & Associates
Michigan
$3.27M +$10.3K +73 +0.3%
MGIA
1269
Moneta Group Investment Advisors
Missouri
$3.26M -$666K -4,696 -17%
RP
1270
Riverbridge Partners
Minnesota
$3.25M -$61.8K -436 -2%
HCA
1271
Heck Capital Advisors
Wisconsin
$3.25M
BFO
1272
Biltmore Family Office
North Carolina
$3.25M
MFWM
1273
Motley Fool Wealth Management
Virginia
$3.25M +$156K +1,098 +5%
GAM
1274
Garrison Asset Management
Arkansas
$3.24M -$44.8K -316 -1%
DFA
1275
Delta Financial Advisors
Louisiana
$3.24M -$4.54K -32 -0.1%

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.