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Procter & Gamble
PG

2,938 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: 2,934 → 2,938 (+4)

Holders
2,938
Holders Change
+4
Holders Change %
+0.14%
% of All Funds
51.43%
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
AC
1926
Apella Capital
Connecticut
$1.08M -$48.2K -340 -4%
WWM
1927
Wolff Wiese Magana
California
$1.07M +$6.24K +44 +0.6%
PO
1928
Private Ocean
California
$1.07M -$168K -1,184 -13%
HPWM
1929
Highland Private Wealth Management
Washington
$1.07M -$19.1K -135 -2%
4WM
1930
44 Wealth Management
Oregon
$1.06M +$23.2K +164 +2%
PHS
1931
Pekin Hardy Strauss
Illinois
$1.06M – – –
PLFAM
1932
Pineno Levin & Ford Asset Management
Virginia
$1.06M – – –
ATPW
1933
Ashton Thomas Private Wealth
Arizona
$1.06M +$147K +1,038 +16%
ACA
1934
Affinity Capital Advisors
California
$1.06M -$28.2K -199 -3%
WDC
1935
Woodward Diversified Capital
California
$1.06M +$44.6K +315 +4%
ME
1936
McIlrath & Eck
Washington
$1.05M -$38.6K -272 -3%
MAM
1937
Morse Asset Management
Connecticut
$1.05M – – –
SCA
1938
St. Clair Advisors
Ohio
$1.05M – – –
LIM
1939
Longfellow Investment Management
Massachusetts
$1.05M – – –
JWM
1940
Jeppson Wealth Management
California
$1.05M – – –
LNWTC
1941
Laird Norton Wetherby Trust Company
Washington
$1.05M +$38.1K +269 +4%
MWP
1942
Moller Wealth Partners
$1.05M – – –
WFA
1943
Wade Financial Advisory
California
$1.05M – – –
TCOO
1944
Trust Company of Oklahoma
Oklahoma
$1.05M -$3.69K -26 -0.3%
TIA
1945
Trust Investment Advisors
Indiana
$1.04M +$7.23K +51 +0.7%
LPT
1946
Legacy Private Trust
Wisconsin
$1.04M -$126K -886 -11%
CIM
1947
CCLA Investment Management
United Kingdom
$1.04M – – –
CCM
1948
Carlson Capital Management
Minnesota
$1.04M +$29.2K +206 +3%
1WA
1949
180 Wealth Advisors
Washington
$1.04M +$139K +980 +16%
WA
1950
WealthTrust Axiom
Pennsylvania
$1.04M +$6.52K +46 +0.6%
76 77
78
79 80

PG Hedge Fund Activity: Q3 2021 in Review

2,938 of the 5,713 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.

  • 2,938 institutional investors held Procter & Gamble (PG) as of Q3 2021, up from 2,934 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.