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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
USGIU
2601
U.S. Global Investors (USGI)
Texas
$208K
EBT
2602
Enterprise Bank & Trust
Massachusetts
$208K +$199K +1,500 New
SCP
2603
Seizert Capital Partners
Michigan
$208K +$199K +1,500 New
SCM
2604
Snow Capital Management
Pennsylvania
$208K +$199K +1,500 New
SLF
2605
Sun Life Financial
Ontario, Canada
$207K +$797 +6 +0.4%
AFA
2606
American Financial Advisors
Georgia
$206K +$197K +1,481 New
TFO
2607
Tarbox Family Office
California
$204K +$16.2K +122 +9%
Millennium Management
2608
Millennium Management
New York
$203K -$65.3M -491,982 -25%
PFS
2609
Prospera Financial Services
Texas
$203K -$9.32M -70,212 -98%
ACM
2610
Ashford Capital Management
Delaware
$203K +$194K +1,462 New
LFGH
2611
Lee Financial Group Hawaii
Hawaii
$202K +$193K +1,450 New
SCP
2612
Shorepoint Capital Partners
Massachusetts
$202K +$193K +1,450 New
VCS
2613
Vaughan & Co Securities
New Jersey
$202K +$193K +1,450 New
DBRC
2614
D.B. Root & Company
Pennsylvania
$202K +$193K +1,457 New
HW
2615
Hamilton Wealth
California
$201K -$1.96M -14,762 -91%
BRA
2616
Biechele Royce Advisors
Indiana
$201K +$192K +1,445 New
MPCG
2617
Matrix Private Capital Group
New York
$201K +$192K +1,445 New
SPI
2618
Santori & Peters Inc
Pennsylvania
$200K +$192K +1,444 New
RBC
2619
Roble Belko & Company
Pennsylvania
$198K -$53.5K -403 -22%
CAL
2620
Capital Advisors Ltd
Ohio
$198K
SIAS
2621
Shine Investment Advisory Services
Colorado
$196K -$22.7K -171 -11%
FCM
2622
Firestone Capital Management
Florida
$186K
EWA
2623
Evolution Wealth Advisors
Florida
$180K +$70.8K +533 +70%
CFN
2624
Cordasco Financial Network
Florida
$179K -$63.9K -481 -27%
DI
2625
Disciplined Investments
Oklahoma
$179K -$9.29K -70 -5%

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.