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Procter & Gamble
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Overview Fund Activity

2,926 hedge funds and large institutions have $216B invested in Procter & Gamble in 2021 Q3 according to their latest regulatory filings, with 125 funds opening new positions, 1,250 increasing their positions, 1,153 reducing their positions, and 79 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,926
Holders Change
+4
Holders Change %
+0.14%
% of All Funds
51.39%
Holding in Top 10
217
Holding in Top 10 Change
+24
Holding in Top 10 Change %
+12.44%
% of All Funds
3.81%
New
125
Increased
1,250
Reduced
1,153
Closed
79
Calls
$2.27B
Puts
$1.86B
Net Calls
+$410M
Net Calls Change
-$222M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$620M
2
UBS AM
UBS AM
Illinois
+$485M
3
Bank of America
Bank of America
North Carolina
+$314M
4
Neuberger Berman Group
Neuberger Berman Group
New York
+$221M
5
Northern Trust
Northern Trust
Illinois
+$220M

Top Sellers

1
Franklin Resources
Franklin Resources
California
-$561M
2
Invesco
Invesco
Georgia
-$559M
3
BCMIO
Beacon Capital Management Inc (Ohio)
Ohio
-$359M
4
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance
Illinois
-$306M
5
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$298M
Name Holding Trade Value Shares
Change 		Shares
Change %
AAS
1701
Annex Advisory Services
Wisconsin
$1.59M +$263K +1,880 +20%
CI
1702
Cavalier Investments
Georgia
$1.58M +$1.58M +11,282 New
PMG
1703
ProVise Management Group
Florida
$1.57M +$319K +2,285 +25%
WSC
1704
Wellington Shields & Co
New York
$1.57M +$140 +1 +0%
AWM
1705
Aberdeen Wealth Management
Illinois
$1.57M -$9.65K -69 -0.6%
I
1706
INVST
Indiana
$1.57M +$222K +1,586 +16%
SPFA
1707
Summit Place Financial Advisors
New Jersey
$1.56M -$89.5K -640 -5%
MWM
1708
Mattern Wealth Management
Kansas
$1.55M -$7.97K -57 -0.5%
IA
1709
Insight Advisors
Pennsylvania
$1.55M -$13.4K -92 -0.9%
DIA
1710
Dana Investment Advisors
Wisconsin
$1.55M +$33.7K +241 +2%
BFG
1711
Beacon Financial Group
Texas
$1.54M -$76.3K -537 -5%
WLPWM
1712
Walled Lake Planning & Wealth Management
Illinois
$1.54M -$49.5K -354 -3%
AWA
1713
Arete Wealth Advisors
Illinois
$1.54M -$98.5K -705 -6%
CWM
1714
Centric Wealth Management
Illinois
$1.53M – – –
CAM
1715
Cozad Asset Management
Illinois
$1.53M -$27.8K -199 -2%
DAM
1716
Diamant Asset Management
Connecticut
$1.53M +$1.53M +10,909 New
AWA
1717
Arkadios Wealth Advisors
Georgia
$1.52M -$708K -5,064 -32%
FFA
1718
Fragasso Financial Advisors
Pennsylvania
$1.52M -$4.31M -30,859 -74%
FL
1719
Fort LP
Maryland
$1.52M -$140K -998 -8%
QT
1720
Quantbot Technologies
New York
$1.52M +$877K +6,273 +137%
Members Trust
1721
Members Trust
Florida
$1.51M +$159K +1,120 +12%
GHAM
1722
Gilman Hill Asset Management
Connecticut
$1.51M +$42.2K +302 +3%
SFM
1723
Signet Financial Management
New Jersey
$1.51M +$1.51M +10,783 New
SFG
1724
SNS Financial Group
Minnesota
$1.51M -$130K -928 -8%
SP
1725
Successful Portfolios
Florida
$1.5M -$699 -5 -0%
67 68
69
70 71