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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
KBFS
2526
Kohmann Bosshard Financial Services
Ohio
$260K +$34.1K +257 +16%
FSCM
2527
Front Street Capital Management
Montana
$259K -$13.3K -100 -5%
NA
2528
Navellier & Associates
Nevada
$259K
ML
2529
McAdam LLC
Pennsylvania
$258K +$1.2K +9 +0.5%
CHA
2530
Cooper/Haims Advisors
New York
$255K
JHP
2531
James Hambro & Partners
United Kingdom
$255K
MWM
2532
Maltin Wealth Management
New Jersey
$255K +$1.2K +9 +0.5%
NPPM
2533
North Point Portfolio Managers
Ohio
$255K +$9.43K +71 +4%
HS
2534
Haafor (Singapore)
Singapore
$255K +$243K +1,828 New
EW
2535
Element Wealth
Mississippi
$255K +$243K +1,832 New
DA
2536
DSC Advisors
Illinois
$254K +$243K +1,830 New
CAM
2537
Claret Asset Management
Quebec, Canada
$253K -$26.6K -200 -10%
NRI
2538
NFP Retirement Inc
California
$253K -$27.7K -209 -10%
FWM
2539
Foresight Wealth Management
Utah
$251K -$5.04K -38 -2%
GG
2540
GenWealth Group
New Jersey
$251K
CW
2541
CreativeOne Wealth
Kansas
$251K +$240K +1,804 New
BAMCO Inc
2542
BAMCO Inc
New York
$250K
QT
2543
Quantamental Technologies
New York
$250K +$239K +1,799 New
DR
2544
Davis Rea
Ontario, Canada
$248K
IWAG
2545
Integer Wealth Advisors Group
Georgia
$248K +$9.29K +70 +4%
GCA
2546
Gradient Capital Advisors
California
$247K -$44.1K -332 -16%
KPWG
2547
KFA Private Wealth Group
Virginia
$247K +$9.56K +72 +4%
AWA
2548
ARQ Wealth Advisors
Arizona
$246K
RVPG
2549
Relative Value Partners Group
$245K
AFS
2550
Axiom Financial Strategies
Indiana
$243K -$48.9K -368 -17%

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.