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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
BIMC
2576
Benson Investment Management Company
Virginia
$228K
Cohen & Steers
2577
Cohen & Steers
New York
$228K
HFS
2578
Howard Financial Services
Texas
$227K +$217K +1,632 New
MC
2579
Matisse Capital
Oregon
$227K +$217K +1,633 New
PCA
2580
Private Capital Advisors
Connecticut
$226K +$216K +1,626 New
FAG
2581
Financial Advisory Group
Texas
$225K -$24K -181 -10%
VAM
2582
Verity Asset Management
North Carolina
$225K +$215K +1,616 New
MS
2583
Marshall & Sullivan
Washington
$225K +$215K +1,619 New
QC
2584
QCM Cayman
Texas
$222K +$212K +1,596 New
TCWM
2585
Total Clarity Wealth Management
Illinois
$222K +$212K +1,597 New
CC
2586
Claybrook Capital
Massachusetts
$222K +$212K +1,600 New
PC
2587
Peavine Capital
Nevada
$222K +$212K +1,600 New
SIC
2588
Schwartz Investment Counsel
Michigan
$222K +$212K +1,600 New
MG
2589
MilWealth Group
Wisconsin
$222K
AWM
2590
AllSquare Wealth Management
New York
$221K
AA
2591
Alesco Advisors
New York
$220K -$16.6K -125 -7%
VCM
2592
Vision Capital Management
Oregon
$220K +$210K +1,582 New
PHAM
2593
Palisades Hudson Asset Management
Florida
$219K +$209K +1,576 New
MVA
2594
Mount Vernon Associates
Maryland
$216K +$206K +1,553 New
BIM
2595
Barton Investment Management
Pennsylvania
$216K +$207K +1,557 New
BCP
2596
Blackhawk Capital Partners
Wisconsin
$215K -$84.6K -637 -26%
BWM
2597
BigSur Wealth Management
Florida
$215K +$206K +1,548 New
TCOK
2598
Trust Company of Kansas
Kansas
$213K +$203K +1,529 New
CCM
2599
Coe Capital Management
Illinois
$213K +$204K +1,534 New
FTUS
2600
Flow Traders U.S.
New York
$209K +$200K +1,505 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.