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Procter & Gamble
PG

2,938 hedge funds and large institutions have $217B invested in Procter & Gamble in 2021 Q3 according to their latest regulatory filings, with 125 funds opening new positions, 1,255 increasing their positions, 1,158 reducing their positions, and 79 closing their positions.

New
Increased
Maintained
Reduced
Closed

58% more first-time investments, than exits

New positions opened: 125 | Existing positions closed: 79

22% more call options, than puts

Call options by funds: $2.27B | Put options by funds: $1.86B

12% more funds holding in top 10

Funds holding in top 10: 193 → 217 (+24)

8% more repeat investments, than reductions

Existing positions increased: 1,255 | Existing positions reduced: 1,158

3% more capital invested

Capital invested by funds: $210B → $217B (+$7.15B)

0.26% more ownership

Funds ownership: 63.72% → 63.98% (+0.26%)

0% more funds holding

Funds holding: 2,934 → 2,938 (+4)

Holders
2,938
Holders Change
+4
Holders Change %
+0.14%
% of All Funds
51.43%
Holding in Top 10
217
Holding in Top 10 Change
+24
Holding in Top 10 Change %
+12.44%
% of All Funds
3.8%
New
125
Increased
1,255
Reduced
1,158
Closed
79
Calls
$2.27B
Puts
$1.86B
Net Calls
+$410M
Net Calls Change
-$222M

Top Buyers

Rank Fund Capital Flow
1
JP Morgan Chase
JP Morgan Chase
New York
+$628M
2
UBS AM
UBS AM
Illinois
+$491M
3
Bank of America
Bank of America
North Carolina
+$319M
4
Neuberger Berman Group
Neuberger Berman Group
New York
+$227M
5
Northern Trust
Northern Trust
Illinois
+$223M

Top Sellers

Rank Fund Capital Flow
1
Franklin Resources
Franklin Resources
California
-$569M
2
Invesco
Invesco
Georgia
-$567M
3
BCMIO
Beacon Capital Management Inc (Ohio)
Ohio
-$364M
4
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance
Illinois
-$311M
5
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$302M
Name Holding Trade Value Shares
Change 		Change in
Stake
CWP
2451
CFM Wealth Partners
Texas
$438K – – –
JC
2452
Jentner Corp
Ohio
$438K +$992 +7 +0.2%
CF
2453
Corrigan Financial
Rhode Island
$437K -$8.51K -60 -2%
AF
2454
Alerus Financial
North Dakota
$437K -$80.4K -567 -15%
VCM
2455
Versant Capital Management
Arizona
$434K -$9.21K -65 -2%
PCMI
2456
Paradigm Capital Management Inc
New York
$433K – – –
BAM
2457
Blueshift Asset Management
New Jersey
$432K +$438K +3,091 New
SA
2458
SL Advisors
New Jersey
$429K -$5.39K -38 -1%
SHWM
2459
Smith & Howard Wealth Management
Georgia
$428K – – –
SC
2460
Solstein Capital
California
$428K +$279K +1,965 +180%
MHR
2461
Matthew Hamilton Rosenberg
$427K +$30.5K +215 +8%
MC
2462
Miramar Capital
Illinois
$426K -$152K -1,071 -26%
SWA
2463
Sax Wealth Advisors
New Jersey
$426K +$142 +1 +0%
AFAS
2464
Acorn Financial Advisory Services
Virginia
$421K -$1.13M -7,996 -73%
BC
2465
Brio Consultants
California
$421K +$142 +1 +0%
AIP
2466
Ahrens Investment Partners
Louisiana
$419K – – –
WCA
2467
Windsor Creek Advisors
Vermont
$419K – – –
BAM
2468
Bellevue Asset Management
Washington
$417K +$142 +1 +0%
MPW
2469
Monterey Private Wealth
California
$416K +$12.8K +90 +3%
MMC
2470
Mizuho Markets Cayman
Cayman Islands
$415K -$142K -1,000 -25%
BSSFA
2471
Baron Silver Stevens Financial Advisors
Florida
$415K -$23.4K -165 -5%
ADBIC
2472
A.D. Beadell Investment Counsel
Wisconsin
$415K – – –
JBA
2473
Johnson Bixby & Associates
Washington
$415K – – –
FA
2474
Faithward Advisors
Pennsylvania
$415K +$21.3K +150 +5%
AGA
2475
Accuvest Global Advisors
Utah
$413K +$44.2K +312 +12%
97 98
99
100 101

PG Hedge Fund Activity: Q3 2021 in Review

2,938 of the 5,713 institutional investors tracked by Wall St. Rank reported a position in Procter & Gamble (PG) for Q3 2021, worth a combined $217B — up 3.4% from $210B a quarter earlier.

Buyers outnumbered sellers: 125 funds opened new PG positions and 79 closed out — a net gain of 46 holders — while 1,255 added to existing stakes and 1,158 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $628M. The largest seller was Franklin Resources, cutting an estimated $569M.

  • 2,938 institutional investors held Procter & Gamble (PG) as of Q3 2021, up from 2,934 in Q2 2021.
  • Funds reported $217B of Procter & Gamble stock for Q3 2021, up 3.4% quarter-over-quarter.
  • 125 funds opened new Procter & Gamble positions in Q3 2021 and 79 closed out, a net change of +46 holders.
  • The largest Procter & Gamble buyer in Q3 2021 was JP Morgan Chase, an estimated $628M added.
  • The largest Procter & Gamble seller in Q3 2021 was Franklin Resources, an estimated $569M sold.

Based on aggregated 13F filings for Q3 2021.