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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
PG
2501
Prostatis Group
Maryland
$277K -$14.9K -112 -5%
FWM
2502
Filbrandt Wealth Management
Wisconsin
$276K -$65.6K -494 -20%
IRC
2503
Investors Research Corp
Georgia
$275K -$9.69K -73 -4%
SWM
2504
Sculati Wealth Management
Michigan
$275K +$1.06K +8 +0.4%
PWM
2505
Peterson Wealth Management
Nevada
$274K -$75.8K -571 -22%
CCB
2506
Cutter & Co Brokerage
Missouri
$274K +$133 +1 +0.1%
TI
2507
tru Independence
Oregon
$273K -$839K -6,319 -76%
MHR
2508
Matthew Hamilton Rosenberg
$273K
HI
2509
Hendershot Investments
Virginia
$272K
WIM
2510
Westside Investment Management
California
$271K +$39.8K +300 +7%
TWA
2511
Tillar-Wenstrup Advisors
Ohio
$271K +$4.25K +32 +2%
VLC
2512
Van Leeuwen & Company
New Jersey
$271K +$6.64K +50 +3%
FC
2513
Fusion Capital
South Carolina
$271K +$18.5K +139 +8%
MAM
2514
Marotta Asset Management
Virginia
$270K
AWS
2515
Arkfeld Wealth Strategies
Nebraska
$270K
BOM
2516
Bank of Marin
California
$268K
CIM
2517
Corbyn Investment Management
Maryland
$268K
SCA
2518
Sippican Capital Advisors
Massachusetts
$268K +$1.73K +13 +0.7%
JWM
2519
Janiczek Wealth Management
Colorado
$268K +$37.3K +281 +17%
POIA
2520
Pin Oak Investment Advisors
Texas
$267K -$63.9K -481 -20%
BBL
2521
Beck Bode LLC
Massachusetts
$265K -$15.7K -118 -6%
IA
2522
IFG Advisors
Missouri
$264K
SWM
2523
Sanctuary Wealth Management
Idaho
$264K
RCA
2524
Reitz Capital Advisors
Michigan
$264K +$63.5K +478 +34%
SNBOSD
2525
Security National Bank of So Dak
Iowa
$263K

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.