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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
HI
2651
Human Investing
Oregon
$113K -$1.73K -13 -2%
NCM
2652
New Capital Management
Texas
$113K
SFG
2653
Sowa Financial Group
Rhode Island
$109K
FP
2654
Financial Perspectives
Minnesota
$108K
CA
2655
Crewe Advisors
Utah
$108K +$77.1K +581 +296%
SFG
2656
Sage Financial Group
Pennsylvania
$106K
NPP
2657
New Potomac Partners
Maryland
$104K -$59.7K -450 -38%
BCM
2658
Blume Capital Management
California
$104K -$33.2K -250 -25%
CIR
2659
Clear Investment Research
Georgia
$101K
CA
2660
Centerpoint Advisors
Massachusetts
$97K
DTIM
2661
Danda Trouve Investment Management
Kansas
$97K
CH
2662
Canton Hathaway
Rhode Island
$95K
PR
2663
Payden & Rygel
California
$95K
CFG
2664
Capstone Financial Group
Oklahoma
$95K +$53.1K +400 +141%
FEG
2665
Financial Enhancement Group
Indiana
$93K
HCM
2666
Horrell Capital Management
Arkansas
$93K
FBT
2667
First Bank & Trust
South Dakota
$92K -$12.1K -91 -12%
HF
2668
Halpern Financial
Virginia
$91.7K -$6.64K -50 -7%
CIAS
2669
CBIZ Investment Advisory Services
Ohio
$85K
CFG
2670
CKW Financial Group
Hawaii
$84K
KAS
2671
Kemnay Advisory Services
New York
$83K
APC
2672
Aspire Private Capital
North Carolina
$80K +$50.1K +377 +191%
MAM
2673
Magellan Asset Management
Australia
$78K +$18.2K +137 +32%
HL
2674
Harding Loevner
New Jersey
$74K -$106K -800 -60%
LF
2675
Lee Financial
Texas
$73K -$28.7K -216 -29%

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.