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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 %
AWA
2276
Acorn Wealth Advisors
Michigan
$578K +$2.24K +16 +0.4%
AWM
2277
Arbor Wealth Management
Florida
$578K +$6.43K +46 +1%
CIC
2278
Chilton Investment Company
Connecticut
$577K -$2.83M -20,221 -83%
CHP
2279
Cable Hill Partners
Oregon
$577K -$19.7K -141 -3%
LSC
2280
Lesa Sroufe & Co
Washington
$577K – – –
SW
2281
StrongBox Wealth
Missouri
$575K -$419 -3 -0.1%
EF
2282
Empowered Funds
Pennsylvania
$574K +$243K +1,739 +73%
SICM
2283
Sustainable Insight Capital Management
New York
$573K -$580K -4,149 -50%
LWM
2284
Lyell Wealth Management
California
$571K -$31.5K -225 -5%
PGWM
2285
Parisi Gray Wealth Management
New Jersey
$567K +$4.33K +31 +0.8%
SCA
2286
Stuart Chaussee & Associates
California
$566K +$978 +7 +0.2%
W
2287
WealthOne
New York
$565K +$1.96K +14 +0.3%
GFPC
2288
Global Financial Private Client
Florida
$563K – – –
PWS
2289
Private Wealth Strategies
Ohio
$562K +$279 +2 +0%
MC
2290
Montag & Caldwell
Georgia
$561K – – –
CWA
2291
Canvas Wealth Advisors
Kansas
$561K +$74.1K +530 +15%
ESCM
2292
Echo Street Capital Management
New York
$561K +$561K +4,011 New
GPA
2293
Guidance Point Advisors
Massachusetts
$560K -$7.12K -51 -1%
LA
2294
Latitude Advisors
Florida
$560K +$277K +1,983 +98%
SWP
2295
Summit Wealth Partners
Florida
$560K -$80.1K -573 -13%
TA
2296
TruWealth Advisors
Louisiana
$559K -$22.8K -163 -4%
NA
2297
Nottingham Advisors
New York
$558K – – –
RAM
2298
Redmond Asset Management
Virginia
$558K +$4.33K +31 +0.8%
TLCM
2299
Twin Lakes Capital Management
California
$558K +$130K +929 +30%
SWM
2300
Sugarloaf Wealth Management
Georgia
$557K -$26.8K -192 -5%
90 91
92
93 94