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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 %
IF
2051
Insight Folios
North Carolina
$846K -$3.47M -24,817 -80%
CG
2052
Corundum Group
Colorado
$846K +$32.9K +235 +4%
AA
2053
Advisory Alpha
Michigan
$845K +$248K +1,772 +41%
IIM
2054
InTrack Investment Management
Vermont
$843K +$300K +2,102 +55%
SSWM
2055
Sheets Smith Wealth Management
North Carolina
$841K +$559 +4 +0.1%
CAC
2056
Certified Advisory Corp
Florida
$840K -$150K -1,074 -15%
CC
2057
Cadinha & Co
Hawaii
$840K -$5.59K -40 -0.7%
FC
2058
Forte Capital
New York
$840K +$8.53K +61 +1%
PAWC
2059
P.A.W. Capital
Connecticut
$839K – – –
GWSG
2060
GPS Wealth Strategies Group
Colorado
$837K -$10.8K -77 -1%
HCM
2061
HMS Capital Management
Tennessee
$837K +$11K +79 +1%
LWM
2062
Liberty Wealth Management
California
$834K +$1.96K +14 +0.2%
SCA
2063
Strategic Capital Advisers
Colorado
$832K +$832K +5,949 New
LWAM
2064
Legacy Wealth Asset Management
Minnesota
$830K +$12.3K +88 +2%
SA
2065
SRN Advisors
Pennsylvania
$828K -$466K -3,330 -36%
AIM
2066
Alhambra Investment Management
Florida
$823K – – –
FA
2067
Fiducient Advisors
Illinois
$822K – – –
PFG
2068
PAX Financial Group
Texas
$814K -$2.94K -21 -0.4%
FSG
2069
Financial Strategies Group
Michigan
$814K +$94.9K +679 +13%
PIP
2070
Peachtree Investment Partners
Florida
$812K +$10.3K +74 +1%
PSB
2071
Piscataqua Savings Bank
New Hampshire
$811K -$21K -150 -3%
IWA
2072
Intercontinental Wealth Advisors
Texas
$810K -$40.7K -291 -5%
IF
2073
IRON Financial
Illinois
$808K +$10.1K +72 +1%
KA
2074
Klingman & Associates
New York
$806K -$28.1K -201 -3%
MFG
2075
Magnus Financial Group
New York
$806K +$1.26K +9 +0.2%
81 82
83
84 85