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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
PCWA
2701
Pacific Capital Wealth Advisors
California
$28K +$26.6K +200 New
QCMC
2702
Quantum Capital Management (California)
California
$27K
BCM
2703
Bourgeon Capital Management
Connecticut
$26K -$2.79K -21 -10%
PW
2704
Price Wealth
Texas
$23K +$3.85K +29 +21%
CPW
2705
Catalyst Private Wealth
California
$19K +$18.5K +139 New
RG
2706
Retirement Group
California
$18K
SC
2707
Slow Capital
California
$17K +$16.6K +125 New
TCM
2708
Tanaka Capital Management
New York
$15K
RFWA
2709
RPg Family Wealth Advisory
Massachusetts
$14.9K
DWA
2710
Dougherty Wealth Advisers
Minnesota
$14K
MWA
2711
Moser Wealth Advisors
Washington
$14K
KCM
2712
Kathmere Capital Management
Pennsylvania
$14K +$13.3K +100 New
AIA
2713
Arcadia Investment Advisors
Idaho
$13.9K +$13.3K +100 New
NIM
2714
NuWave Investment Management
New Jersey
$10K -$143K -1,075 -94%
UFF
2715
USA Financial Formulas
Michigan
$9K -$2.92K -22 -25%
RIA
2716
RPG Investment Advisory
California
$7K -$2.12K -16 -24%
Simplex Trading
2717
Simplex Trading
Illinois
$7K +$7.3K +55 New
TWP
2718
TFO Wealth Partners
Ohio
$6K -$7.17K -54 -54%
OAJ
2719
Ogorek Anthony Joseph
New York
$6K
LGWM
2720
Litman Gregory Wealth Management
California
$6K +$5.44K +41 New
Koshinski Asset Management
2721
Koshinski Asset Management
Illinois
$4.53K -$41.8K -315 -1%
RCC
2722
Red Cedar Capital
Nebraska
$4K
TJHA
2723
Thomas J. Herzfeld Advisors
Florida
$4K
LAS
2724
Lloyd Advisory Services
Georgia
$4K +$1.2K +9 +45%
IFA
2725
Interactive Financial Advisors
Illinois
$3K

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.