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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
STA
2776
Summit Trail Advisors
New York
-$441K -3,688 Closed
DIM
2777
DC Investments Management
Virginia
-$396K -3,311 Closed
SLG
2778
Stanley-Laman Group
Pennsylvania
-$395K -3,301 Closed
CAN
2779
Claraphi Advisory Network
United States
-$313K -2,616 Closed
CCFM
2780
Clear Creek Financial Management
Washington
-$312K -2,611 Closed
DM
2781
Diker Management
New York
-$290K -2,424 Closed
WU
2782
Wealthsimple US
New York
-$286K -2,393 Closed
WRM
2783
Weybosset Research & Management
Rhode Island
-$258K -2,158 Closed
HPCM
2784
Hunter Perkins Capital Management
Illinois
-$251K -2,101 Closed
IA
2785
Icon Advisers
Colorado
-$251K -2,100 Closed
CCIA
2786
Campbell & Co Investment Adviser
Maryland
-$244K -2,043 Closed
ACP
2787
Arcus Capital Partners
Georgia
-$238K -1,987 Closed
AAMC
2788
Asset Allocation & Management Company
Illinois
-$229K -1,915 Closed
SRC
2789
Shufro Rose & Co
New York
-$228K -1,909 Closed
TC
2790
TwinBeech Capital
New York
-$226K -1,889 Closed
C
2791
Cerebellum
California
-$122K -1,323 Closed
CWM
2792
Campbell Wealth Management
Virginia
-$128K -1,071 Closed
PA
2793
Perennial Advisors
New York
-$123K -1,030 Closed
EWP
2794
Engrave Wealth Partners
Texas
-$107K -900 Closed
MWA
2795
MFA Wealth Advisors
Pennsylvania
-$64K -535 Closed
EC
2796
Estate Counselors
Wisconsin
-$47K -399 Closed
MIFH
2797
Migdal Insurance & Financial Holdings
Israel
-$42K -349 Closed
VEA
2798
Virtus ETF Advisers
New York
-$16K -132 Closed
JPLA
2799
Joseph P. Lucia & Associates
New York
-$12K -100 Closed
MFT
2800
Moisand Fitzgerald Tamayo
Florida
-$8K -66 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.