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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
Macquarie Group
276
Macquarie Group
Australia
$51.6M +$9.49M +71,503 +24%
USAA
277
United Services Automobile Association
Texas
$50.7M +$13.4M +100,569 +38%
SIM
278
Sadoff Investment Management
Wisconsin
$50.2M -$1.53M -11,495 -3%
TF
279
TIAA FSB
Florida
$50.1M -$369K -2,777 -0.8%
SRIM
280
Saratoga Research & Investment Management
California
$50.1M -$1.8M -13,548 -4%
BFS
281
Bradley Foster & Sargent
Connecticut
$49.5M +$47.3M +356,307 New
SLAM
282
Swiss Life Asset Management
$49.2M +$15.2M +114,796 +48%
MSA
283
Mason Street Advisors
Wisconsin
$48.6M -$499K -3,760 -1%
GC
284
Guggenheim Capital
Illinois
$48.6M -$6.48M -48,824 -12%
MSR
285
Main Street Research
Connecticut
$48.2M -$2.8M -21,077 -6%
DILIC
286
Dai-ichi Life Insurance Company
Japan
$48M +$2.94M +22,112 +7%
TRSOTSOK
287
Teachers Retirement System of the State of Kentucky
Kentucky
$47.9M -$1.45M -10,950 -3%
CI
288
Conning Inc
Connecticut
$47.8M -$6.42M -48,351 -12%
AIM
289
Achmea Investment Management
Netherlands
$47.7M +$45.6M +343,384 New
SW
290
SVB Wealth
Massachusetts
$47.6M -$290K -2,188 -0.6%
MOACM
291
Mutual of America Capital Management
New York
$47.5M -$1.64M -12,373 -3%
CIBC Asset Management
292
CIBC Asset Management
Ontario, Canada
$46.9M -$2.07M -15,597 -4%
AIMCA
293
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$46.5M +$3.86M +29,100 +10%
NAM
294
Nissay Asset Management
Japan
$45.4M -$2.73M -20,538 -6%
FMW
295
Farr Miller & Washington
District of Columbia
$44.9M -$9.94M -74,889 -19%
CIM
296
Corda Investment Management
Texas
$44.5M -$1.51M -11,407 -3%
FAM
297
Formidable Asset Management
Ohio
$44.1M -$611K -4,601 -1%
HPC
298
HM Payson & Co
Maine
$43.8M -$656K -4,943 -2%
Berkshire Hathaway
299
Berkshire Hathaway
Nebraska
$43.8M
First Manhattan
300
First Manhattan
New York
$43.4M -$2.16M -16,273 -5%

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.