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Procter & Gamble
PG

2,934 hedge funds and large institutions have $210B invested in Procter & Gamble in 2021 Q2 according to their latest regulatory filings, with 140 funds opening new positions, 1,308 increasing their positions, 1,130 reducing their positions, and 98 closing their positions.

New
Increased
Maintained
Reduced
Closed

43% more first-time investments, than exits

New positions opened: 140 | Existing positions closed: 98

39% more call options, than puts

Call options by funds: $2.27B | Put options by funds: $1.63B

16% more repeat investments, than reductions

Existing positions increased: 1,308 | Existing positions reduced: 1,130

0% more funds holding

Funds holding: 2,933 → 2,934 (+1)

0.25% less ownership

Funds ownership: 63.97% → 63.72% (-0.25%)

1% less capital invested

Capital invested by funds: $213B → $210B (-$3.04B)

19% less funds holding in top 10

Funds holding in top 10: 239 → 193 (-46)

Holders
2,934
Holders Change
+1
Holders Change %
+0.03%
% of All Funds
51.06%
Holding in Top 10
193
Holding in Top 10 Change
-46
Holding in Top 10 Change %
-19.25%
% of All Funds
3.36%
New
140
Increased
1,308
Reduced
1,130
Closed
98
Calls
$2.27B
Puts
$1.63B
Net Calls
+$632M
Net Calls Change
+$509M

Top Buyers

Rank Fund Capital Flow
1
MAM
Magellan Asset Management
Australia
+$1.8B
2
Sanders Capital
Sanders Capital
Florida
+$891M
3
BCMIO
Beacon Capital Management Inc (Ohio)
Ohio
+$347M
4
Goldman Sachs
Goldman Sachs
New York
+$242M
5
Fidelity Investments
Fidelity Investments
Massachusetts
+$236M

Top Sellers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
-$991M
2
GQG Partners
GQG Partners
Florida
-$847M
3
UBS AM
UBS AM
Illinois
-$640M
4
TFM
Trian Fund Management
New York
-$419M
5
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$409M
Name Holding Trade Value Shares
Change 		Change in
Stake
SAM
1426
Security Asset Management
New York
$2.42M +$271 +2 +0%
NC
1427
NovaPoint Capital
Georgia
$2.42M +$136K +1,004 +6%
SFS
1428
Summit Financial Strategies
Ohio
$2.42M +$699K +5,169 +40%
ANRIA
1429
American National Registered Investment Advisor
Texas
$2.41M -$19.9K -147 -0.8%
DBG
1430
De Burlo Group
Massachusetts
$2.41M -$6.76K -50 -0.3%
MCM
1431
Monument Capital Management
Virginia
$2.41M +$435K +3,218 +22%
ARMT
1432
Amica Retiree Medical Trust
Rhode Island
$2.41M – – –
MPPW
1433
Mitchell & Pahl Private Wealth
Oklahoma
$2.4M +$22.7K +168 +1%
KA
1434
Kovack Advisors
Florida
$2.4M +$89.3K +660 +4%
EHWM
1435
Eads & Heald Wealth Management
Georgia
$2.4M -$19.6K -145 -0.8%
WAP
1436
Wealthcare Advisory Partners
Pennsylvania
$2.4M +$480K +3,550 +25%
AWM
1437
Avior Wealth Management
Nebraska
$2.39M +$1.62K +12 +0.1%
IF
1438
Intrua Financial
Texas
$2.39M -$150K -1,108 -6%
SFG
1439
Sunburst Financial Group
Alabama
$2.39M – – –
PHIMC
1440
Private Harbour Investment Management & Counsel
Ohio
$2.38M -$88.6K -655 -4%
SF
1441
Symphony Financial
Texas
$2.37M -$182K -1,342 -7%
ZF
1442
Zhang Financial
Michigan
$2.37M +$357K +2,639 +18%
OIA
1443
OneDigital Investment Advisors
Kansas
$2.36M +$382K +2,825 +19%
AOWM
1444
Alpha Omega Wealth Management
Virginia
$2.36M +$3.38K +25 +0.1%
GIM
1445
Goelzer Investment Management
Indiana
$2.35M +$121K +893 +5%
AC
1446
Asio Capital
Kentucky
$2.35M +$53.7K +397 +2%
PWSG
1447
Pacific Wealth Strategies Group
California
$2.35M +$2.71K +20 +0.1%
NB
1448
Nicolet Bankshares
Wisconsin
$2.35M +$18.5K +137 +0.8%
TAM
1449
Taurus Asset Management
New York
$2.33M – – –
IB
1450
Intrust Bank
Kansas
$2.33M -$204K -1,510 -8%
56 57
58
59 60

PG Hedge Fund Activity: Q2 2021 in Review

2,934 of the 5,746 institutional investors tracked by Wall St. Rank reported a position in Procter & Gamble (PG) for Q2 2021, worth a combined $210B — down 1.4% from $213B a quarter earlier.

Buyers outnumbered sellers: 140 funds opened new PG positions and 98 closed out — a net gain of 42 holders — while 1,308 added to existing stakes and 1,130 trimmed.

The largest buyer was Magellan Asset Management, adding an estimated $1.8B. The largest seller was BlackRock, cutting an estimated $991M.

  • 2,934 institutional investors held Procter & Gamble (PG) as of Q2 2021, up from 2,933 in Q1 2021.
  • Funds reported $210B of Procter & Gamble stock for Q2 2021, down 1.4% quarter-over-quarter.
  • 140 funds opened new Procter & Gamble positions in Q2 2021 and 98 closed out, a net change of +42 holders.
  • The largest Procter & Gamble buyer in Q2 2021 was Magellan Asset Management, an estimated $1.8B added.
  • The largest Procter & Gamble seller in Q2 2021 was BlackRock, an estimated $991M sold.

Based on aggregated 13F filings for Q2 2021.