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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
WOC
1426
West Oak Capital
California
$2.52M +$10.6K +75 +0.4%
PK
1427
Pflug Koory
Nebraska
$2.52M -$8.65K -61 -0.3%
SFS
1428
Summit Financial Strategies
Ohio
$2.52M +$6.66K +47 +0.3%
MC
1429
Middleton & Co
Massachusetts
$2.51M -$160K -1,131 -6%
SAM
1430
Security Asset Management
New York
$2.51M +$425 +3 +0%
MCM
1431
Monument Capital Management
Virginia
$2.51M +$12.5K +88 +0.5%
IC
1432
Inscription Capital
Texas
$2.51M -$8.36M -58,978 -77%
DBG
1433
De Burlo Group
Massachusetts
$2.51M +$7.09K +50 +0.3%
AC
1434
Asio Capital
Kentucky
$2.51M +$73.6K +519 +3%
GG
1435
Gleason Group
Kentucky
$2.5M +$237K +1,674 +10%
MPPW
1436
Mitchell & Pahl Private Wealth
Oklahoma
$2.5M +$9.64K +68 +0.4%
EHWM
1437
Eads & Heald Wealth Management
Georgia
$2.5M +$11.2K +79 +0.4%
ANRIA
1438
American National Registered Investment Advisor
Texas
$2.49M -$7.8K -55 -0.3%
RPWA
1439
Regent Peak Wealth Advisors
Georgia
$2.49M +$20K +141 +0.8%
VanEck Associates
1440
VanEck Associates
New York
$2.48M -$2.11M -14,904 -46%
VLKIM
1441
Van Lanschot Kempen Investment Management
Netherlands
$2.47M -$2.06M -14,508 -45%
PHIMC
1442
Private Harbour Investment Management & Counsel
Ohio
$2.47M -$1.42K -10 -0.1%
GWCM
1443
Godshalk Welsh Capital Management
Pennsylvania
$2.46M -$24.8K -175 -1%
AWM
1444
Avior Wealth Management
Nebraska
$2.46M -$6.09K -43 -0.2%
MG
1445
Mather Group
Illinois
$2.46M +$165K +1,162 +7%
LSV Asset Management
1446
LSV Asset Management
Illinois
$2.46M +$1.29M +9,100 +107%
AOWM
1447
Alpha Omega Wealth Management
Virginia
$2.45M +$12K +85 +0.5%
V
1448
VeraBank
Texas
$2.45M +$45.4K +320 +2%
YIH
1449
Y-Intercept (HK)
Hong Kong
$2.45M +$1.81M +12,794 +270%
LWA
1450
Lineweaver Wealth Advisors
Ohio
$2.45M +$902K +6,363 +57%

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.