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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 %
WDC
1926
Woodward Diversified Capital
California
$1.06M +$44K +315 +4%
ME
1927
McIlrath & Eck
Washington
$1.06M -$38K -272 -3%
MAM
1928
Morse Asset Management
Connecticut
$1.06M – – –
SCA
1929
St. Clair Advisors
Ohio
$1.05M – – –
LIM
1930
Longfellow Investment Management
Massachusetts
$1.05M – – –
JWM
1931
Jeppson Wealth Management
California
$1.05M – – –
LNWTC
1932
Laird Norton Wetherby Trust Company
Washington
$1.05M +$37.6K +269 +4%
MWP
1933
Moller Wealth Partners
$1.05M – – –
WFA
1934
Wade Financial Advisory
California
$1.05M – – –
TCOO
1935
Trust Company of Oklahoma
Oklahoma
$1.05M -$3.64K -26 -0.3%
TIA
1936
Trust Investment Advisors
Indiana
$1.05M +$7.13K +51 +0.7%
LPT
1937
Legacy Private Trust
Wisconsin
$1.04M -$124K -886 -11%
CIM
1938
CCLA Investment Management
United Kingdom
$1.04M – – –
CCM
1939
Carlson Capital Management
Minnesota
$1.04M +$28.8K +206 +3%
1WA
1940
180 Wealth Advisors
Washington
$1.04M +$142K +980 +16%
WA
1941
WealthTrust Axiom
Pennsylvania
$1.04M +$6.43K +46 +0.6%
SWG
1942
Summit Wealth Group
Vermont
$1.04M +$1.04M +7,439 New
GWM
1943
Greenwich Wealth Management
Connecticut
$1.04M +$321K +2,300 +45%
BMM
1944
Buffington Mohr McNeal
Idaho
$1.04M -$7.69K -55 -0.7%
ECA
1945
Elevated Capital Advisors
Utah
$1.04M +$1.04M +7,405 New
AA
1946
ALPS Advisors
Colorado
$1.03M -$492K -3,522 -32%
EPWM
1947
Essex Private Wealth Management
Massachusetts
$1.03M +$7.41K +53 +0.7%
MIM
1948
MTM Investment Management
South Carolina
$1.03M -$82.3K -589 -7%
CFIA
1949
Cantor Fitzgerald Investment Advisors
New York
$1.03M +$41.6K +298 +4%
MCP
1950
Mirador Capital Partners
California
$1.03M +$420 +3 +0%
76 77
78
79 80