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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
HIA
1326
Harbor Investment Advisory
Maryland
$2.99M -$18.3K -129 -0.6%
CPIG
1327
Chicago Partners Investment Group
Illinois
$2.99M +$168K +1,183 +6%
DTC
1328
Davidson Trust Company
Washington
$2.98M -$20.6K -145 -0.7%
FSA
1329
Fort Sheridan Advisors
Illinois
$2.97M +$4.96K +35 +0.2%
NDSI
1330
Newman Dignan & Sheerar Inc
Rhode Island
$2.97M -$709 -5 -0%
FIM
1331
Freedom Investment Management
Connecticut
$2.97M +$49.2K +347 +2%
FC
1332
Ferris Capital
Massachusetts
$2.97M -$262K -1,848 -8%
RWM
1333
Ritholtz Wealth Management
New York
$2.96M +$340K +2,401 +13%
ST
1334
Somerset Trust
Pennsylvania
$2.96M +$196K +1,384 +7%
NFG
1335
Next Financial Group
Texas
$2.95M +$416K +2,934 +16%
CBB
1336
Citizens Business Bank
California
$2.95M +$20.1K +142 +0.7%
TSWM
1337
Triangle Securities Wealth Management
North Carolina
$2.95M -$44.1K -311 -1%
HIC
1338
Holderness Investments Company
North Carolina
$2.94M -$309K -2,180 -9%
CAS
1339
Cascadia Advisory Services
Oregon
$2.94M +$270K +1,904 +10%
MMPW
1340
Mitchell McLeod Pugh & Williams
Alabama
$2.94M +$82.9K +585 +3%
GCM
1341
Gables Capital Management
Florida
$2.94M -$32.6K -230 -1%
PBO
1342
Peoples Bank (Ohio)
Ohio
$2.93M -$33.6K -237 -1%
JFA
1343
Johanson Financial Advisors
California
$2.92M +$19.8K +140 +0.7%
FFS
1344
Founders Financial Securities
Maryland
$2.91M +$23.1K +163 +0.8%
TNB
1345
Thomasville National Bank
Georgia
$2.9M -$293K -2,069 -9%
SP
1346
Symmetry Partners
Connecticut
$2.9M
IAIM
1347
International Assets Investment Management
Florida
$2.89M -$336K -2,370 -10%
OAM
1348
Oak Asset Management
California
$2.89M +$283 +2 +0%
FMT
1349
First Mercantile Trust
Tennessee
$2.89M +$316K +2,232 +12%
UH
1350
Unigestion Holding
Switzerland
$2.89M -$141K -993 -5%

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.