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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
QI
1301
Qtron Investments
Massachusetts
$3.13M +$732K +5,165 +30%
Group One Trading
1302
Group One Trading
Illinois
$3.13M -$2.35M -16,563 -43%
BCM
1303
Brookmont Capital Management
Texas
$3.12M +$56.3K +397 +2%
UAS
1304
United Asset Strategies
New York
$3.12M +$22K +155 +0.7%
FFWM
1305
Future Financial Wealth Management
Ohio
$3.11M
OCM
1306
Orleans Capital Management
Louisiana
$3.11M -$32.6K -230 -1%
MPIA
1307
Mountain Pacific Investment Advisers
Idaho
$3.11M -$46.6K -329 -1%
LSA
1308
Leonteq Securities AG
Switzerland
$3.11M +$970K +6,842 +44%
SC
1309
Searle & Co
Connecticut
$3.1M +$14.2K +100 +0.5%
GP
1310
Girard Partners
Pennsylvania
$3.1M +$136K +957 +5%
FVWA
1311
Foster Victor Wealth Advisors
South Carolina
$3.09M +$246K +1,739 +9%
PWA
1312
Phoenix Wealth Advisors
North Carolina
$3.05M +$23.2K +164 +0.8%
MFM
1313
MD Financial Management
Ontario, Canada
$3.05M -$161K -1,133 -5%
OCM
1314
Osterweis Capital Management
California
$3.05M +$24.7K +174 +0.8%
AL
1315
Aspiriant LLC
California
$3.04M -$327K -2,304 -10%
FLI
1316
Family Legacy Inc
South Carolina
$3.04M +$18.3K +129 +0.6%
BONH
1317
Bank of New Hampshire
New Hampshire
$3.03M
NL
1318
NWAM LLC
Washington
$3.03M -$62.5K -441 -2%
FCCM
1319
First City Capital Management
Georgia
$3.03M -$850 -6 -0%
CASB
1320
Cape Ann Savings Bank
Massachusetts
$3.02M -$29.3K -207 -0.9%
CG
1321
CFO4Life Group
Texas
$3.02M +$112K +791 +4%
ABP
1322
Arthur B. Page
$3.01M -$35.2K -248 -1%
SFS
1323
Sowell Financial Services
Arkansas
$3.01M +$223K +1,574 +8%
BFA
1324
Beaumont Financial Advisors
Massachusetts
$3M -$84.8K -598 -3%
LOAMS
1325
Lombard Odier Asset Management (Switzerland)
Switzerland
$3M +$225K +1,588 +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.