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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
CIA
2626
Cascade Investment Advisors
Oregon
$178K
PP
2627
PrairieView Partners
Minnesota
$177K +$133 +1 +0.1%
CP
2628
Corbenic Partners
Pennsylvania
$176K -$17.1K -129 -9%
EAM
2629
Eukles Asset Management
Ohio
$176K +$9.96K +75 +6%
GKIM
2630
GW&K Investment Management
Massachusetts
$172K +$17.8K +134 +12%
TIM
2631
Thornburg Investment Management
New Mexico
$169K -$11K -83 -6%
CMBA
2632
C.M. Bidwell & Associates
Hawaii
$165K -$183K -1,376 -54%
EARNEST Partners
2633
EARNEST Partners
Georgia
$160K
TIM
2634
Tortoise Investment Management
New York
$159K -$11.9K -90 -7%
CDIA
2635
Capital Directions Investment Advisors
Georgia
$159K +$91.3K +688 +152%
HIM
2636
Hillsdale Investment Management
Ontario, Canada
$158K +$2.65K +20 +2%
TCM
2637
TD Capital Management
Tennessee
$149K
BHWM
2638
Bay Harbor Wealth Management
Maryland
$147K
LWA
2639
Lenox Wealth Advisors
New York
$146K +$58K +437 +72%
SC
2640
Sawyer & Company
Massachusetts
$143K
SQA
2641
Simon Quick Advisors
New Jersey
$142K +$26.7K +201 +24%
IWP
2642
IAG Wealth Partners
Wisconsin
$133K +$16.2K +122 +15%
HFS
2643
HBC Financial Services
Washington
$131K +$49.9K +376 +65%
PWM
2644
Provident Wealth Management
Tennessee
$130K +$124K +933 New
BFG
2645
Baron Financial Group
New Jersey
$128K +$123K +924 New
AJ
2646
Ashburton (Jersey)
Jersey
$125K
AS
2647
Altshuler Shaham
Israel
$124K -$27.5K -207 -19%
SC
2648
Solstein Capital
California
$124K
KFS
2649
Kelly Financial Services
Massachusetts
$124K -$18.2K -137 -13%
MF
2650
Manchester Financial
California
$120K -$28.7K -216 -20%

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.