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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
BAS
1351
Brown Advisory Securities
Maryland
$2.88M -$1.34M -9,480 -31%
BL
1352
Balentine LLC
Georgia
$2.88M +$997K +7,036 +52%
GL
1353
Graypoint LLC
New York
$2.87M +$119K +842 +4%
SIMM
1354
Stillwater Investment Management (Minnesota)
Minnesota
$2.86M -$20.4K -144 -0.7%
TBNY
1355
Trustco Bank (New York)
New York
$2.85M -$14.2K -100 -0.5%
CBT
1356
CoreFirst Bank & Trust
Kansas
$2.85M +$84.2K +594 +3%
IF
1357
Intrua Financial
Texas
$2.85M +$469K +3,312 +20%
CC
1358
Constitution Capital
Connecticut
$2.84M +$14.2K +100 +0.5%
CNC
1359
Citizens & Northern Corp
Pennsylvania
$2.83M -$26.8K -189 -0.9%
CFFP
1360
Center for Financial Planning
Michigan
$2.83M +$116K +816 +4%
RGC
1361
Roberts, Glore & Co
Illinois
$2.82M -$17K -120 -0.6%
OIA
1362
OneDigital Investment Advisors
Kansas
$2.82M +$378K +2,670 +15%
CIP
1363
Convergence Investment Partners
Florida
$2.81M +$472K +3,332 +20%
SACTSONJ
1364
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$2.8M
AC
1365
Alexandria Capital
Virginia
$2.79M +$671K +4,733 +31%
CFG
1366
Cooper Financial Group
California
$2.79M +$12.8K +90 +0.5%
BG
1367
Bollard Group
Massachusetts
$2.79M +$28.6K +202 +1%
AFA
1368
AllGen Financial Advisors
Florida
$2.78M +$1.89M +13,367 +204%
AF
1369
Aldebaran Financial
$2.78M +$10.1K +71 +0.4%
BCP
1370
Blue Chip Partners
Michigan
$2.77M +$104K +733 +4%
FMTC
1371
Farmers & Merchants Trust Company
California
$2.76M +$131K +927 +5%
GIM
1372
Guardian Investment Management
California
$2.76M -$455K -3,212 -14%
BCCM
1373
Bridge Creek Capital Management
Massachusetts
$2.76M +$7.54M +53,184 +586%
SIAG
1374
Signet Investment Advisory Group
Rhode Island
$2.75M +$175K +1,235 +7%
HCA
1375
Harbour Capital Advisors
Virginia
$2.75M +$86K +607 +3%

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.