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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
TF
1526
Tompkins Financial
New York
$2.15M +$2.18M +15,395 New
HH
1527
Hilltop Holdings
Texas
$2.15M +$56K +395 +3%
PP
1528
Pegasus Partners
Wisconsin
$2.15M +$14.6K +103 +0.7%
IPW
1529
Inlet Private Wealth
Florida
$2.15M
OWP
1530
Obermeyer Wealth Partners
Colorado
$2.15M +$76.3K +538 +4%
BCA
1531
Berman Capital Advisors
Georgia
$2.15M +$265K +1,873 +14%
BPCA
1532
Bank Pictet & Cie (Asia)
Singapore
$2.13M -$95.3K -672 -4%
DAC
1533
Dividend Assets Capital
South Carolina
$2.13M -$80.7K -569 -4%
DBIA
1534
Dumont & Blake Investment Advisors
New Jersey
$2.12M +$3.12K +22 +0.1%
AC
1535
Arjuna Capital
North Carolina
$2.12M +$89K +628 +4%
GAG
1536
GM Advisory Group
New York
$2.11M +$45.4K +320 +2%
FPCG
1537
Fort Pitt Capital Group
Pennsylvania
$2.11M -$1.39M -9,807 -39%
GIP
1538
Granite Investment Partners
California
$2.11M +$3.4K +24 +0.2%
FWP
1539
FAS Wealth Partners
Kansas
$2.11M -$4.82K -34 -0.2%
JSL
1540
JT Stratford LLC
Georgia
$2.1M -$567 -4 -0%
AP
1541
Arlington Partners
Alabama
$2.1M +$293K +2,065 +16%
BKA
1542
Brick & Kyle Associates
Pennsylvania
$2.1M +$8.93K +63 +0.4%
AWM
1543
Aevitas Wealth Management
Massachusetts
$2.1M -$8.79K -62 -0.4%
WGA
1544
Weather Gauge Advisory
Virginia
$2.1M -$32.2K -227 -1%
VHAM
1545
Van Hulzen Asset Management
California
$2.1M +$29.5K +208 +1%
MMA
1546
Miracle Mile Advisors
California
$2.09M +$338K +2,385 +19%
LWM
1547
Loveless Wealth Management
Montana
$2.08M +$51K +360 +2%
VCM
1548
Virtue Capital Management
Tennessee
$2.07M -$37.6K -265 -2%
NG
1549
Northstar Group
New York
$2.07M -$53.2K -375 -2%
1IA
1550
1834 Investment Advisors
Wisconsin
$2.07M

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.