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Procter & Gamble

2,937 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: 193217 (+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: 2,9332,937 (+4)

Holders
2,937
Holders Change
+4
Holders Change %
+0.14%
% of All Funds
51.42%
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
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$30B -$12.4M -87,255 -0%
BlackRock
2
BlackRock
New York
$21.7B -$107M -755,010 -0.5%
State Street
3
State Street
Massachusetts
$14.5B -$52.7M -371,585 -0.4%
Wellington Management Group
4
Wellington Management Group
Massachusetts
$6.67B -$7.93M -55,961 -0.1%
Geode Capital Management
5
Geode Capital Management
Massachusetts
$5.92B +$139M +978,467 +2%
Morgan Stanley
6
Morgan Stanley
New York
$4.87B +$46.9M +331,201 +1%
Northern Trust
7
Northern Trust
Illinois
$4.46B +$223M +1,575,991 +5%
Bank of America
8
Bank of America
North Carolina
$3.8B +$319M +2,247,329 +9%
Fidelity Investments
9
Fidelity Investments
Massachusetts
$3.57B +$53.7M +378,652 +2%
Norges Bank
10
Norges Bank
Norway
$3.33B -$129M -911,515 -4%
JP Morgan Chase
11
JP Morgan Chase
New York
$3.31B +$628M +4,431,850 +23%
Bank of New York Mellon
12
Bank of New York Mellon
New York
$3.27B -$60.6M -427,517 -2%
Legal & General Group
13
Legal & General Group
United Kingdom
$2.42B +$77.1M +543,767 +3%
Wells Fargo
14
Wells Fargo
California
$2.33B -$52.8M -372,441 -2%
State Farm Mutual Automobile Insurance
15
State Farm Mutual Automobile Insurance
Illinois
$2.19B -$311M -2,191,819 -12%
Charles Schwab
16
Charles Schwab
California
$2.16B +$22M +155,241 +1%
Deutsche Bank
17
Deutsche Bank
Germany
$1.95B +$57.3M +404,177 +3%
UBS AM
18
UBS AM
Illinois
$1.92B +$491M +3,467,039 +34%
N
19
Nuveen
North Carolina
$1.92B +$9.59M +67,657 +0.5%
Franklin Resources
20
Franklin Resources
California
$1.9B -$569M -4,011,924 -23%
Goldman Sachs
21
Goldman Sachs
New York
$1.83B +$128M +903,472 +7%
MAM
22
Magellan Asset Management
Australia
$1.82B -$41.6M -293,748 -2%
Ameriprise
23
Ameriprise
Minnesota
$1.82B +$197M +1,389,907 +12%
Janus Henderson Group
24
Janus Henderson Group
United Kingdom
$1.69B -$50.2M -353,891 -3%
UBS Group
25
UBS Group
Switzerland
$1.53B +$41M +289,182 +3%

PG Hedge Fund Activity: Q3 2021 in Review

2,937 of the 5,712 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.

  • 2,937 institutional investors held Procter & Gamble (PG) as of Q3 2021, up from 2,933 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.