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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
LWA
2726
Lowe Wealth Advisors
Maryland
$3K
YAL
2727
Your Advocates Ltd
Texas
$3K
F
2728
F3Logic
Minnesota
$2.88K -$732K -5,515 -21%
TFA
2729
Transamerica Financial Advisors
Florida
$2K -$240K -1,804 -100%
CCM
2730
Copeland Capital Management
Pennsylvania
$2K
SSW
2731
Smith Shellnut Wilson
Mississippi
$1.37K -$34.5K -260 -3%
FCA
2732
FinTrust Capital Advisors
South Carolina
$1.06K -$168K -1,263 -14%
CPA
2733
Clear Perspective Advisors
Illinois
$1.04K -$3.32K -25 -0.3%
PCS
2734
Personal CFO Solutions
New Jersey
$1K +$123K +927 +15%
BHB
2735
Bank Hapoalim BM
Israel
$617 -$18.6K -140 -3%
UWM
2736
USAdvisors Wealth Management
Minnesota
$387 -$2.26K -17 -0.6%
Marshall Wace
2737
Marshall Wace
United Kingdom
-$139M -1,163,599 Closed
SC
2738
Samlyn Capital
New York
-$105M -880,283 Closed
HF
2739
HRT Financial
New York
-$55.2M -461,730 Closed
ESCM
2740
Echo Street Capital Management
New York
-$53M -443,479 Closed
AL
2741
AJO LP
Pennsylvania
-$29M -242,903 Closed
AIM
2742
Artemis Investment Management
United Kingdom
-$24.8M -206,926 Closed
SAM
2743
Scopus Asset Management
New York
-$17.9M -150,000 Closed
HT
2744
HAP Trading
New York
-$14.1M -106,130 Closed
RIA
2745
Regal Investment Advisors
Michigan
-$9.37M -78,337 Closed
CWS
2746
Cypress Wealth Services
California
-$8.7M -65,558 Closed
QSS
2747
Quantitative Systematic Strategies
Florida
-$5.45M -45,607 Closed
CC
2748
Cipher Capital
New York
-$4.66M -38,984 Closed
Tudor Investment Corp
2749
Tudor Investment Corp
Connecticut
-$3.29M -27,555 Closed
RMA
2750
Roffman Miller Associates
Pennsylvania
-$3.25M -27,215 Closed

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.