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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
CAI
326
Capital Advisors Inc
Oklahoma
$38.8M +$697K +5,249 +2%
WG
327
Welch Group
Alabama
$38.2M -$889K -6,693 -2%
ISL
328
Ingalls & Snyder LLC
New York
$37.8M +$1M +7,553 +3%
WB
329
WesBanco Bank
West Virginia
$37.7M -$196K -1,478 -0.5%
Daiwa Securities Group
330
Daiwa Securities Group
Japan
$37.5M +$12.3M +92,313 +52%
CCM
331
Candlestick Capital Management
Connecticut
$37.5M -$7.3M -55,000 -17%
SAM
332
Shell Asset Management
Netherlands
$37.5M -$24.6K -185 -0.1%
CTB
333
Country Trust Bank
Illinois
$37.4M -$7.86M -59,203 -18%
Carson Wealth (CWM LLC)
334
Carson Wealth (CWM LLC)
Nebraska
$37.4M
WPC
335
Waters Parkerson & Co
Louisiana
$37.3M -$388K -2,925 -1%
SMDAM
336
Sumitomo Mitsui DS Asset Management
Japan
$37.1M +$606K +4,564 +2%
RCAMU
337
Rothschild & Co Asset Management US
Connecticut
$36.9M -$37.7M -283,886 -52%
RG
338
Rathbones Group
United Kingdom
$36.8M +$9.83M +74,034 +39%
CA
339
Cullinan Associates
Kentucky
$36.8M +$5.34M +40,246 +18%
WA
340
WestEnd Advisors
North Carolina
$36.7M -$3.52M -26,521 -9%
HIMCH
341
Hartford Investment Management Co (HIMCO)
Connecticut
$36.7M -$1.12M -8,465 -3%
Qube Research & Technologies (QRT)
342
Qube Research & Technologies (QRT)
United Kingdom
$36.6M +$34.9M +263,066 New
DAM
343
Delta Asset Management
Tennessee
$36.1M +$80.5K +606 +0.2%
MSE
344
MUFG Securities EMEA
United Kingdom
$36M -$80.9M -609,558 -70%
Two Sigma Investments
345
Two Sigma Investments
New York
$35.9M -$215M -1,619,467 -86%
MNBTD
346
Moody National Bank Trust Division
Texas
$35.8M -$35.2K -265 -0.1%
SC
347
Schulhoff & Co
Ohio
$35.7M -$137K -1,033 -0.4%
CG
348
Colony Group
Massachusetts
$35M +$427K +3,214 +1%
CBT
349
Capital Bank & Trust
California
$34.9M +$141K +1,060 +0.4%
AC
350
Athanor Capital
New York
$34.9M +$29.4M +221,570 +746%

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.