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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
CPA
2676
Cowen Prime Advisors
New York
$70K
LAM
2677
Lountzis Asset Management
Pennsylvania
$68K
CWM
2678
Cranbrook Wealth Management
Michigan
$66K
BC
2679
Barnett & Company
Tennessee
$63K
IF
2680
Ironwood Financial
Arizona
$63K
CWM
2681
Cedar Wealth Management
California
$56K
PCC
2682
Park Circle Company
Maryland
$56K
ST
2683
Sageworth Trust
Pennsylvania
$55K +$49.8K +375 +1,875%
SIA
2684
SeaBridge Investment Advisors
New Jersey
$54K
RWML
2685
RAFFA WEALTH MANAGEMENT, LLC
District of Columbia
$52K +$15.3K +115 +44%
AW
2686
Avion Wealth
Texas
$50K +$133 +1 +0.3%
SXL
2687
Summit X LLC
Missouri
$49.3K +$27.5K +207 +0.8%
GC
2688
Grace Capital
Massachusetts
$48K
PP
2689
Pacifica Partners
Canada
$46K -$2.92K -22 -6%
PGAM
2690
Princeton Global Asset Management
New Jersey
$44K -$164K -1,234 -80%
BEI
2691
Benjamin Edwards Inc
Missouri
$44K -$2.52K -19 -6%
FA
2692
Financial Advantage
Maryland
$42K
IAS
2693
IMA Advisory Services
Colorado
$42K +$10.6K +80 +36%
CAM
2694
Costello Asset Management
Pennsylvania
$40K
SWM
2695
Selective Wealth Management
Virginia
$39K
BC
2696
Belmont Capital
California
$38K
LWS
2697
Lucia Wealth Services
California
$33K
MUS
2698
Mitsubishi UFJ Securities
Japan
$32K +$30.9K +233 New
CMA
2699
Cedar Mountain Advisors
Oregon
$30K
NR
2700
Newfound Research
Massachusetts
$29K +$27.9K +210 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.