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Procter & Gamble
PG

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: 193 → 217 (+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: 2,933 → 2,937 (+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

Top Buyers

Rank Fund Capital Flow
1
JP Morgan Chase
JP Morgan Chase
New York
+$628M
2
UBS AM
UBS AM
Illinois
+$491M
3
Bank of America
Bank of America
North Carolina
+$319M
4
Neuberger Berman Group
Neuberger Berman Group
New York
+$227M
5
Northern Trust
Northern Trust
Illinois
+$223M

Top Sellers

Rank Fund Capital Flow
1
Franklin Resources
Franklin Resources
California
-$569M
2
Invesco
Invesco
Georgia
-$567M
3
BCMIO
Beacon Capital Management Inc (Ohio)
Ohio
-$364M
4
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance
Illinois
-$311M
5
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$302M
Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
1476
Apollon Wealth Management
South Carolina
$2.32M +$1.24M +8,781 +112%
TVAMP
1477
Tennessee Valley Asset Management Partners
Tennessee
$2.32M +$31K +219 +1%
CBT
1478
Central Bank & Trust
Kentucky
$2.31M -$21.1K -149 -0.9%
PB
1479
Pinnacle Bancorp
Nebraska
$2.31M -$11.8K -83 -0.5%
DI
1480
Diligent Investors
California
$2.31M – – –
TAM
1481
Taurus Asset Management
New York
$2.31M -$105K -743 -4%
SSI
1482
Scott & Selber Inc
Texas
$2.31M -$72.6K -512 -3%
CS
1483
Cannell & Spears
New York
$2.3M – – –
LS
1484
Leelyn Smith
Illinois
$2.3M +$22.3K +157 +1%
GI
1485
GS Investments
Minnesota
$2.3M +$2.33M +16,421 New
BE
1486
Bonness Enterprises
District of Columbia
$2.29M – – –
HCM
1487
Hall Capital Management
Rhode Island
$2.29M -$1.28K -9 -0.1%
KJWM
1488
Kiley Juergens Wealth Management
Washington
$2.28M +$48.8K +344 +2%
LSAG
1489
Lake Street Advisors Group
New Hampshire
$2.28M +$433K +3,052 +23%
PA
1490
Procyon Advisors
Connecticut
$2.28M +$54.9K +387 +2%
SBWIC
1491
Schaper Benz & Wise Investment Counsel
Wisconsin
$2.27M +$140K +990 +6%
TPA
1492
Trivium Point Advisory
Connecticut
$2.27M +$114K +803 +5%
B
1493
Barings
North Carolina
$2.27M +$977K +6,895 +74%
MCCP
1494
Mission Creek Capital Partners
California
$2.27M -$89.9K -634 -4%
GFS
1495
GYL Financial Synergies
Connecticut
$2.27M -$330K -2,328 -13%
SF
1496
Symphony Financial
Texas
$2.26M -$231K -1,631 -9%
KTC
1497
Kistler-Tiffany Companies
Pennsylvania
$2.26M +$283 +2 +0%
IAN
1498
Integrated Advisors Network
Texas
$2.26M +$574K +4,048 +33%
TAM
1499
Townsend Asset Management
North Carolina
$2.25M +$992 +7 +0%
AAM
1500
Ascension Asset Management
New York
$2.24M – – –
58 59
60
61 62

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.