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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 %
WA
1401
Wambolt & Associates
Colorado
$2.62M +$252K +1,804 +11%
CCWA
1402
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$2.62M +$13.4K +96 +0.5%
HIP
1403
HUB Investment Partners
Texas
$2.61M -$5.31K -38 -0.2%
HJGA
1404
Hardman Johnston Global Advisors
Connecticut
$2.61M – – –
LCM
1405
Leisure Capital Management
California
$2.6M +$48K +343 +2%
AW
1406
ACG Wealth
Georgia
$2.6M -$89.8K -642 -3%
NSAM
1407
North Star Asset Management
Wisconsin
$2.6M +$76.8K +549 +3%
TFS
1408
TrustCore Financial Services
Tennessee
$2.59M +$58.4K +418 +2%
HIM
1409
Harbour Investment Management
Washington
$2.59M -$11.9K -85 -0.5%
NC
1410
NovaPoint Capital
Georgia
$2.58M +$72.3K +517 +3%
GBT
1411
Grove Bank & Trust
Florida
$2.57M -$42K -300 -2%
BA
1412
Bristlecone Advisors
Washington
$2.56M -$28.7K -205 -1%
MCAI
1413
Members Capital Advisors Inc
Wisconsin
$2.54M +$392K +2,807 +18%
CCG
1414
Cloverfields Capital Group
Minnesota
$2.54M +$402K +2,879 +19%
PWSG
1415
Pacific Wealth Strategies Group
California
$2.53M +$101K +719 +4%
MSA
1416
Marino Stram & Associates
Massachusetts
$2.53M -$1.11M -7,959 -31%
WAP
1417
Wealthcare Advisory Partners
Pennsylvania
$2.53M +$48.1K +344 +2%
HVIA
1418
Hudson Valley Investment Advisors
New York
$2.53M -$425K -3,043 -14%
JC
1419
JB Capital
Connecticut
$2.53M +$2.53M +18,061 New
WOC
1420
West Oak Capital
California
$2.52M +$10.5K +75 +0.4%
PK
1421
Pflug Koory
Nebraska
$2.52M -$8.53K -61 -0.3%
SFS
1422
Summit Financial Strategies
Ohio
$2.52M +$6.57K +47 +0.3%
MC
1423
Middleton & Co
Massachusetts
$2.51M -$158K -1,131 -6%
SAM
1424
Security Asset Management
New York
$2.51M +$419 +3 +0%
MCM
1425
Monument Capital Management
Virginia
$2.51M +$12.3K +88 +0.5%
55 56
57
58 59