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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 %
RW
2201
REDW Wealth
New Mexico
$656K – – –
HVP
2202
Hudson Value Partners
Florida
$655K -$37.7K -270 -5%
WHG
2203
Westwood Holdings Group
Texas
$655K +$5.59K +40 +0.9%
TW
2204
TrinityPoint Wealth
Connecticut
$655K +$97.8K +699 +18%
FGAM
2205
Financial Gravity Asset Management
Texas
$654K -$834K -4,701 -56%
CWP
2206
Concord Wealth Partners
Virginia
$654K -$579K -4,145 -47%
SWM
2207
Shakespeare Wealth Management
Wisconsin
$654K -$1.95K -14 -0.3%
FFA
2208
Freedman Financial Associates
Massachusetts
$652K +$17.1K +122 +3%
CWP
2209
Curated Wealth Partners
California
$651K +$5.46K +39 +0.8%
UCI
2210
Uncommon Cents Investing
Wisconsin
$651K +$6.99K +50 +1%
BIA
2211
Barry Investment Advisors
Massachusetts
$651K +$70.7K +506 +12%
ASC
2212
Atalanta Sosnoff Capital
New York
$650K -$1.12K -8 -0.2%
HIP
2213
Harrell Investment Partners
Texas
$647K – – –
ACM
2214
Ategra Capital Management
Virginia
$643K -$15.9K -114 -2%
TK
2215
TIAA Kaspick
Massachusetts
$641K – – –
FA
2216
Fermata Advisors
California
$641K +$22.7K +162 +4%
WF
2217
WoodTrust Financial
Wisconsin
$641K +$161K +1,150 +33%
GCIA
2218
Gabelli & Co Investment Advisers
New York
$640K – – –
NVIM
2219
New Vernon Investment Management
Illinois
$640K – – –
SFG
2220
StrategIQ Financial Group
Indiana
$638K +$15.5K +111 +2%
CWAG
2221
Compton Wealth Advisory Group
Virginia
$634K -$23.9K -171 -4%
PIA
2222
Pinion Investment Advisors
Kansas
$634K +$1.96K +14 +0.3%
EDRIA
2223
Edmonds Duncan Registered Investment Advisors
Kansas
$632K – – –
APG
2224
Abacus Planning Group
South Carolina
$631K +$4.76K +34 +0.8%
RIS
2225
Retirement Income Solutions
Michigan
$630K +$8.38K +60 +1%
87 88
89
90 91