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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
LA
2551
Legacy Advisors
Pennsylvania
$243K
OFS
2552
OneAscent Financial Services
Alabama
$243K +$232K +1,746 New
PFG
2553
Piershale Financial Group
Illinois
$242K +$664 +5 +0.3%
RMSCM
2554
R.M. Sincerbeaux Capital Management
New York
$241K
LIM
2555
Lathrop Investment Management
Arkansas
$240K +$133 +1 +0.1%
JAFL
2556
Jay A. Fishman Ltd
Michigan
$240K -$22K -166 -9%
GA
2557
GFS Advisors
Texas
$239K
WB
2558
West Bancorporation
Iowa
$239K
PWM
2559
PRW Wealth Management
Massachusetts
$238K
TF
2560
TimeScale Financial
Massachusetts
$237K -$2.12K -16 -0.9%
LFS
2561
Legacy Financial Strategies
Kansas
$237K
CCMW
2562
Cypress Capital Management (Wyoming)
Wyoming
$236K
OKSA
2563
O'Keefe Stevens Advisory
New York
$236K
RC
2564
RBO & Co
California
$236K +$226K +1,700 New
EIG
2565
Ellenbecker Investment Group
Wisconsin
$235K +$225K +1,691 New
WA
2566
Winfield Associates
Ohio
$234K
BDF
2567
Black Diamond Financial
Maryland
$231K +$220K +1,659 New
XS
2568
XR Securities
Illinois
$230K +$220K +1,656 New
OAM
2569
Occidental Asset Management
California
$230K +$220K +1,658 New
SGI
2570
Summit Global Investments
Utah
$229K -$123K -930 -36%
VRM
2571
Vectors Research Management
New York
$229K
WFPG
2572
Waller Financial Planning Group
Ohio
$229K +$218K +1,645 New
BWM
2573
BT Wealth Management
Georgia
$229K +$219K +1,647 New
NFSG
2574
Newbridge Financial Services Group
Florida
$229K +$219K +1,651 New
LSA
2575
Lion Street Advisors
Texas
$229K +$222K +1,674 New

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.