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Procter & Gamble

2,732 hedge funds and large institutions have $222B invested in Procter & Gamble in 2020 Q3 according to their latest regulatory filings, with 131 funds opening new positions, 1,030 increasing their positions, 1,230 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed

102% more first-time investments, than exits

New positions opened: 131 | Existing positions closed: 65

35% more call options, than puts

Call options by funds: $2.41B | Put options by funds: $1.78B

17% more funds holding in top 10

Funds holding in top 10: 339397 (+58)

16% more capital invested

Capital invested by funds: $191B → $222B (+$31B)

1% more funds holding

Funds holding: 2,6982,732 (+34)

0.26% less ownership

Funds ownership: 64.58%64.32% (-0.26%)

16% less repeat investments, than reductions

Existing positions increased: 1,030 | Existing positions reduced: 1,230

Holders
2,732
Holders Change
+34
Holders Change %
+1.26%
% of All Funds
55.11%
Holding in Top 10
397
Holding in Top 10 Change
+58
Holding in Top 10 Change %
+17.11%
% of All Funds
8.01%
New
131
Increased
1,030
Reduced
1,230
Closed
65
Calls
$2.41B
Puts
$1.78B
Net Calls
+$625M
Net Calls Change
+$181M
Name Holding Trade Value Shares
Change
Change in
Stake
DSN
2476
D. Scott Neal
Kentucky
$295K
EWF
2477
Epstein & White Financial
California
$294K -$5.71K -43 -2%
CB
2478
Cooke & Bieler
Pennsylvania
$291K
BWFA
2479
Baltimore-Washington Financial Advisors
Maryland
$290K -$46.7K -352 -14%
SNBOSCI
2480
Security National Bank of Sioux City Iowa
Iowa
$290K -$37.8K -285 -12%
CP
2481
Camelot Portfolios
Ohio
$290K +$133 +1 +0%
OMC
2482
Overbrook Management Corp
New York
$289K
FI
2483
Financial Insights
Washington
$287K -$535K -4,028 -66%
BWL
2484
Bogart Wealth LLC
Virginia
$286K -$93.5K -704 -25%
WCWM
2485
Willow Creek Wealth Management
California
$286K
WWM
2486
WT Wealth Management
Arizona
$286K +$15.5K +117 +6%
PFA
2487
Pure Financial Advisors
California
$286K +$32.9K +248 +14%
PFA
2488
Paradigm Financial Advisors
Missouri
$286K +$274K +2,061 New
CWA
2489
Clarus Wealth Advisors
Arizona
$285K -$55.4K -417 -17%
PD
2490
Planning Directions
Pennsylvania
$284K -$5.97K -45 -2%
RWM
2491
Reston Wealth Management
Virginia
$284K +$531 +4 +0.2%
PFO
2492
Pathstone Family Office
New Jersey
$283K +$133 +1 +0%
CAM
2493
Concorde Asset Management
Michigan
$283K +$270K +2,033 New
SFWA
2494
Summit Financial Wealth Advisors
Louisiana
$282K +$41.8K +315 +18%
NF
2495
Nikulski Financial
Iowa
$281K -$2.52K -19 -0.9%
OBGC
2496
O'Brien Greene & Co
Pennsylvania
$280K -$13.3K -100 -5%
AFA
2497
Atlanta Financial Associates
Georgia
$280K +$15.9K +120 +6%
PA
2498
Prism Advisors
California
$278K
CISOA
2499
Capital Investment Services of America
Wisconsin
$277K -$6.64K -50 -2%
APW
2500
Austin Private Wealth
Texas
$277K -$3.72K -28 -1%

PG Hedge Fund Activity: Q3 2020 in Review

2,732 of the 4,957 institutional investors tracked by Wall St. Rank reported a position in Procter & Gamble (PG) for Q3 2020, worth a combined $222B — up 16% from $191B a quarter earlier.

Buyers outnumbered sellers: 131 funds opened new PG positions and 65 closed out — a net gain of 66 holders — while 1,030 added to existing stakes and 1,230 trimmed.

The largest buyer was Wellington Management Group, adding an estimated $1.16B. The largest seller was Goldman Sachs, cutting an estimated $464M.

  • 2,732 institutional investors held Procter & Gamble (PG) as of Q3 2020, up from 2,698 in Q2 2020.
  • Funds reported $222B of Procter & Gamble stock for Q3 2020, up 16% quarter-over-quarter.
  • 131 funds opened new Procter & Gamble positions in Q3 2020 and 65 closed out, a net change of +66 holders.
  • The largest Procter & Gamble buyer in Q3 2020 was Wellington Management Group, an estimated $1.16B added.
  • The largest Procter & Gamble seller in Q3 2020 was Goldman Sachs, an estimated $464M sold.

Based on aggregated 13F filings for Q3 2020.