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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 %
OIA
2151
Optimum Investment Advisors
Illinois
$709K -$59.4K -425 -8%
NAMM
2152
NorthStar Asset Management (Massachusetts)
Massachusetts
$709K -$2.94K -21 -0.4%
EBA
2153
Eagle Bay Advisors
New York
$705K +$339K +2,417 +93%
CIM
2154
Chapman Investment Management
California
$704K – – –
AMCA
2155
Arthur M. Cohen & Associates
Illinois
$704K – – –
AWA
2156
Aaron Wealth Advisors
Illinois
$702K +$10.3K +74 +1%
WAM
2157
Winslow Asset Management
Ohio
$701K +$243K +1,741 +53%
HZ
2158
Hixon Zuercher
Ohio
$699K – – –
TCM
2159
Tradewinds Capital Management
Washington
$699K +$20.4K +146 +3%
PIM
2160
Profit Investment Management
Maryland
$698K – – –
CIA
2161
Citadel Investment Advisory
Ohio
$698K – – –
LOPW
2162
Live Oak Private Wealth
North Carolina
$697K +$152K +1,087 +28%
EGA
2163
E&G Advisors
Texas
$697K +$697K +4,983 New
ICP
2164
Ironvine Capital Partners
Nebraska
$691K – – –
CAWM
2165
Capital Advisors Wealth Management
Washington
$691K +$90.5K +647 +15%
STA
2166
Summit Trail Advisors
New York
$691K +$149K +1,067 +28%
LA
2167
LexAurum Advisors
Kansas
$686K +$3.63K +26 +0.5%
WA
2168
WESPAC Advisors
California
$685K +$426K +3,047 +165%
M
2169
MOTCO
Texas
$683K -$31.3K -224 -4%
LCM
2170
LCM Capital Management
Illinois
$683K -$4.75K -34 -0.7%
PCM
2171
Pointe Capital Management
Michigan
$683K +$4.9K +35 +0.7%
CBFP
2172
Cedar Brook Financial Partners
Ohio
$681K -$54.3K -389 -7%
CWM
2173
Cahaba Wealth Management
Georgia
$680K +$680K +4,865 New
AIS
2174
American Investment Services
Massachusetts
$679K +$4.47K +32 +0.7%
FM
2175
Family Management
New York
$679K +$33.3K +238 +5%
85 86
87
88 89