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Procter & Gamble

2,698 hedge funds and large institutions have $191B invested in Procter & Gamble in 2020 Q2 according to their latest regulatory filings, with 140 funds opening new positions, 1,144 increasing their positions, 1,098 reducing their positions, and 93 closing their positions.

New
Increased
Maintained
Reduced
Closed

51% more first-time investments, than exits

New positions opened: 140 | Existing positions closed: 93

37% more call options, than puts

Call options by funds: $1.64B | Put options by funds: $1.2B

8% more capital invested

Capital invested by funds: $176B → $191B (+$14.7B)

4% more repeat investments, than reductions

Existing positions increased: 1,144 | Existing positions reduced: 1,098

1% more funds holding

Funds holding: 2,6762,698 (+22)

0.38% less ownership

Funds ownership: 64.96%64.58% (-0.38%)

16% less funds holding in top 10

Funds holding in top 10: 404339 (-65)

Holders
2,698
Holders Change
+22
Holders Change %
+0.82%
% of All Funds
55.31%
Holding in Top 10
339
Holding in Top 10 Change
-65
Holding in Top 10 Change %
-16.09%
% of All Funds
6.95%
New
140
Increased
1,144
Reduced
1,098
Closed
93
Calls
$1.64B
Puts
$1.2B
Net Calls
+$444M
Net Calls Change
+$169M
Name Holding Trade Value Shares
Change
Change in
Stake
MAM
2651
Magellan Asset Management
Australia
$50K +$18.7K +160 +61%
CWM
2652
Cedar Wealth Management
California
$48K
PCC
2653
Park Circle Company
Maryland
$48K
SIA
2654
SeaBridge Investment Advisors
New Jersey
$47K
EC
2655
Estate Counselors
Wisconsin
$47K +$46.5K +399 New
PP
2656
Pacifica Partners
Canada
$43K
AW
2657
Avion Wealth
Texas
$43K +$350 +3 +0.8%
MIFH
2658
Migdal Insurance & Financial Holdings
Israel
$42K -$23K -197 -36%
GC
2659
Grace Capital
Massachusetts
$42K
BEI
2660
Benjamin Edwards Inc
Missouri
$40K +$21.5K +184 +123%
FA
2661
Financial Advantage
Maryland
$36K +$23.7K +203 +203%
CFG
2662
Capstone Financial Group
Oklahoma
$35K
CAM
2663
Costello Asset Management
Pennsylvania
$35K +$33.8K +290 New
SWM
2664
Selective Wealth Management
Virginia
$34K
BC
2665
Belmont Capital
California
$33K
RWML
2666
RAFFA WEALTH MANAGEMENT, LLC
District of Columbia
$31K +$933 +8 +3%
LWS
2667
Lucia Wealth Services
California
$28K
IAS
2668
IMA Advisory Services
Colorado
$27K
CMA
2669
Cedar Mountain Advisors
Oregon
$26K
BCM
2670
Bourgeon Capital Management
Connecticut
$25K
APC
2671
Aspire Private Capital
North Carolina
$24K +$22.4K +192 +3,840%
CA
2672
Crewe Advisors
Utah
$23K
QCMC
2673
Quantum Capital Management (California)
California
$23K
PW
2674
Price Wealth
Texas
$17K -$6.3K -54 -28%
VEA
2675
Virtus ETF Advisers
New York
$16K

PG Hedge Fund Activity: Q2 2020 in Review

2,698 of the 4,878 institutional investors tracked by Wall St. Rank reported a position in Procter & Gamble (PG) for Q2 2020, worth a combined $191B — up 8.3% from $176B a quarter earlier.

Buyers outnumbered sellers: 140 funds opened new PG positions and 93 closed out — a net gain of 47 holders — while 1,144 added to existing stakes and 1,098 trimmed.

The largest buyer was Wellington Management Group, adding an estimated $1.89B. The largest seller was Trian Fund Management, cutting an estimated $2.36B.

  • 2,698 institutional investors held Procter & Gamble (PG) as of Q2 2020, up from 2,676 in Q1 2020.
  • Funds reported $191B of Procter & Gamble stock for Q2 2020, up 8.3% quarter-over-quarter.
  • 140 funds opened new Procter & Gamble positions in Q2 2020 and 93 closed out, a net change of +47 holders.
  • The largest Procter & Gamble buyer in Q2 2020 was Wellington Management Group, an estimated $1.89B added.
  • The largest Procter & Gamble seller in Q2 2020 was Trian Fund Management, an estimated $2.36B sold.

Based on aggregated 13F filings for Q2 2020.