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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 %
BCM
2226
Bienville Capital Management
New York
$629K -$41.9K -300 -6%
PCM
2227
Perritt Capital Management
Illinois
$629K – – –
AFIA
2228
America First Investment Advisors
Nebraska
$628K -$291K -2,080 -32%
LC
2229
Lavaca Capital
Texas
$624K -$41.9K -300 -6%
AL
2230
ADE LLC
Maryland
$624K – – –
LIG
2231
Lokken Investment Group
Delaware
$624K +$22K +157 +4%
WLIM
2232
White Lighthouse Investment Management
Massachusetts
$623K -$23.5K -168 -4%
PSF
2233
Pacific Sun Financial
California
$622K +$622K +4,448 New
TCBWMS
2234
Texas Capital Bank Wealth Management Services
Texas
$620K +$40.6K +290 +7%
OCPWS
2235
One Charles Private Wealth Services
Massachusetts
$618K +$280 +2 +0%
LJAC
2236
L.J. Altfest & Co
New York
$618K +$1.4K +10 +0.2%
QCM
2237
Quest Capital Management
Texas
$618K +$87.7K +627 +17%
BCM
2238
Brown Capital Management
Maryland
$617K – – –
ICM
2239
IMS Capital Management
Oregon
$617K +$14.1K +101 +2%
SC
2240
Steph & Co
Wisconsin
$617K +$25.8K +185 +4%
DA
2241
DCM Advisors
New York
$616K +$616K +4,401 New
KP
2242
Keel Point
Alabama
$613K -$3.08M -22,061 -83%
PA
2243
Parkside Advisors
California
$613K – – –
CWA
2244
Clearview Wealth Advisors
Oregon
$613K +$15.4K +110 +3%
SDAM
2245
Shulman DeMeo Asset Management
New York
$613K +$613K +4,384 New
WP
2246
WealthShield Partners
North Carolina
$612K -$35.7K -255 -6%
LC
2247
Lindbrook Capital
California
$610K -$3.08K -22 -0.5%
GWAG
2248
Garrett Wealth Advisory Group
Texas
$605K +$280 +2 +0%
BHWA
2249
Beacon Harbor Wealth Advisors
Virginia
$603K -$4.62K -33 -0.8%
FWM
2250
Focused Wealth Management
New York
$602K -$25.4K -182 -4%
88 89
90
91 92