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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 %
CFA
2401
Capstone Financial Advisors
Illinois
$466K – – –
TC
2402
Tatro Capital
Kentucky
$465K -$29.2K -209 -6%
LF
2403
LifeSteps Financial
California
$465K -$15.7K -112 -3%
ECM
2404
Elgethun Capital Management
South Dakota
$465K +$5.88K +42 +1%
OIM
2405
Orca Investment Management
Oregon
$464K -$41.5K -297 -8%
CPA
2406
Capital Planning Advisors
California
$464K – – –
PAI
2407
Pittenger & Anderson Inc
Nebraska
$464K +$280 +2 +0.1%
DAM
2408
Doheny Asset Management
California
$462K -$52.5K -375 -10%
D
2409
Diversified
Delaware
$461K -$7.55K -54 -2%
BEAM
2410
Baker Ellis Asset Management
Washington
$459K +$47.6K +335 +12%
SDWMA
2411
Schneider Downs Wealth Management Advisors
Pennsylvania
$459K +$92.6K +662 +25%
FNWM
2412
Financial Network Wealth Management
Utah
$458K – – –
MLFP
2413
MPS Loria Financial Planners
Illinois
$458K +$279 +2 +0.1%
PFA
2414
Professional Financial Advisors
Nebraska
$458K +$980 +7 +0.2%
RHJA
2415
Rice Hall James & Associates
California
$456K – – –
NA
2416
Navellier & Associates
Nevada
$456K +$210K +1,500 +85%
PP
2417
Professional Planning
California
$455K -$25.7K -184 -5%
STAS
2418
Strong Tower Advisory Services
Minnesota
$453K +$453K +3,180 New
AIM
2419
AMI Investment Management
Indiana
$451K – – –
OBGC
2420
O'Brien Greene & Co
Pennsylvania
$451K +$1.12K +8 +0.2%
REMPR
2421
Roof Eidam Maycock Peralta (REMP)
California
$449K – – –
VIM
2422
Vista Investment Management
Pennsylvania
$448K – – –
AIA
2423
Angeles Investment Advisors
California
$448K +$448K +3,206 New
RTC
2424
Riverview Trust Company
Washington
$447K +$12.6K +90 +3%
SNBOSD
2425
Security National Bank of So Dak
Iowa
$447K +$171K +1,225 +62%
95 96
97
98 99