We are live on ! Find out more
PG icon

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
ERIM
1501
Eagle Ridge Investment Management
Connecticut
$2.24M +$185K +1,308 +9%
WPP
1502
Whalerock Point Partners
Rhode Island
$2.24M – – –
BPGAM
1503
BTG Pactual Global Asset Management
Bermuda
$2.23M -$1.13M -7,991 -33%
SFG
1504
Sunburst Financial Group
Alabama
$2.23M -$254K -1,791 -10%
WG
1505
Watchman Group
Texas
$2.23M +$152K +1,070 +7%
TNA
1506
True North Advisors
Texas
$2.23M +$219K +1,543 +11%
CAMG
1507
CWA Asset Management Group
Florida
$2.22M -$490K -3,460 -18%
TCM
1508
Teza Capital Management
Illinois
$2.22M +$448K +3,164 +25%
MOS
1509
MGO One Seven
Ohio
$2.22M +$32.2K +227 +1%
CWM
1510
Chesapeake Wealth Management
Virginia
$2.22M -$195K -1,377 -8%
PIM
1511
Perpetual Investment Management
Australia
$2.22M – – –
OTPPB
1512
Ontario Teachers' Pension Plan Board
Ontario, Canada
$2.21M +$870K +6,139 +63%
BMWM
1513
Brown Miller Wealth Management
Virginia
$2.21M +$46.2K +326 +2%
RC
1514
Reik & Co
New York
$2.21M – – –
SIA
1515
Strategic Investment Advisors
Michigan
$2.2M +$154K +1,084 +7%
MMG
1516
Monetary Management Group
Missouri
$2.18M +$347K +2,450 +19%
FNT
1517
First Nebraska Trust
Nebraska
$2.18M -$12.6K -89 -0.6%
FMLI
1518
Fukoku Mutual Life Insurance
Japan
$2.17M +$259K +1,830 +13%
EWA
1519
Exencial Wealth Advisors
Oklahoma
$2.17M +$308K +2,173 +16%
FCB
1520
First Command Bank
Texas
$2.17M -$64.2K -453 -3%
FCFS
1521
First Command Financial Services
Texas
$2.17M -$64.2K -453 -3%
CHA
1522
Carmichael Hill & Associates
Maryland
$2.17M -$10.5K -74 -0.5%
VCM
1523
Vivaldi Capital Management
Illinois
$2.17M +$425 +3 +0%
DC
1524
DeDora Capital
California
$2.17M +$109K +770 +5%
CCM
1525
Coerente Capital Management
Ontario, Canada
$2.16M -$78K -550 -3%
59 60
61
62 63

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.