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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
BF
301
BOK Financial
Oklahoma
$43.3M -$4.07M -30,664 -9%
X
302
Xponance
Pennsylvania
$42.9M -$2.59M -19,521 -6%
BBHC
303
Brown Brothers Harriman & Co
New York
$42.8M -$462K -3,483 -1%
FFBTD
304
First Financial Bank - Trust Division
Ohio
$42.4M +$3.21M +24,214 +9%
BCM
305
Bridgeway Capital Management
Texas
$42.4M -$25.6M -192,875 -39%
PNC
306
Park National Corp
Ohio
$42.2M -$515K -3,879 -1%
HCM
307
Hengehold Capital Management
Ohio
$42M +$1.45M +10,895 +4%
ABC
308
Associated Banc-Corp
Wisconsin
$41.9M -$2.49M -18,735 -6%
BHIA
309
Birch Hill Investment Advisors
Massachusetts
$41.4M -$439K -3,308 -1%
FCI
310
Financial Counselors Inc
Kansas
$41.1M +$1.29M +9,686 +3%
PGFC
311
Peapack-Gladstone Financial Corp
New Jersey
$40.9M +$91.9K +692 +0.2%
GT
312
Glenview Trust
Kentucky
$40.8M -$332K -2,498 -0.8%
MIS
313
Morningstar Investment Services
Illinois
$40.7M -$3.32M -25,009 -8%
CFB
314
Cullen/Frost Bankers
Texas
$40.3M -$1.59M -11,940 -4%
GAM
315
Guinness Asset Management
United Kingdom
$40.2M
WT
316
Whittier Trust
California
$40.2M -$88.4K -666 -0.2%
Kayne Anderson Rudnick Investment Management
317
Kayne Anderson Rudnick Investment Management
California
$40M +$5.24M +39,447 +16%
BAMF
318
BI Asset Management Fondsmaeglerselskab
Denmark
$40M +$3.68M +27,694 +11%
SGAM
319
Smith Group Asset Management
Texas
$40M -$790K -5,949 -2%
CCM
320
Compass Capital Management
Minnesota
$39.9M +$270K +2,030 +0.7%
IMPI
321
Ilmarinen Mutual Pension Insurance
Finland
$39.5M +$2.12M +16,000 +6%
CLOS
322
Compagnie Lombard Odier SCmA
Switzerland
$39.4M -$1.01M -7,606 -3%
SC
323
Scotia Capital
Ontario, Canada
$39.3M +$892K +6,715 +2%
Impax Asset Management Group
324
Impax Asset Management Group
United Kingdom
$39.1M -$2.26M -17,008 -6%
VDI
325
Vaughan David Investments
Illinois
$38.8M -$45.5K -343 -0.1%

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.