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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
MPWT
376
MassMutual Private Wealth & Trust
Connecticut
$29.9M +$1.69M +12,733 +6%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
377
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$29.6M -$62.8M -472,914 -69%
BPB
378
Badgley, Phelps & Bell
Washington
$29.6M +$735K +5,536 +3%
CSIC
379
Clifford Swan Investment Counsel
California
$29.5M +$159K +1,196 +0.6%
TG
380
TCW Group
California
$29.4M -$8.59M -64,664 -23%
GW
381
GW & Wade
Massachusetts
$29.3M -$197K -1,485 -0.7%
BAM
382
Berkshire Asset Management
Pennsylvania
$29.3M -$2M -15,041 -7%
CT
383
Cambridge Trust
Massachusetts
$29.3M +$382K +2,874 +1%
DCM
384
Dupont Capital Management
Delaware
$29.1M -$444K -3,342 -2%
RG
385
Renaissance Group
Kentucky
$28.9M -$1.14M -8,555 -4%
CIA
386
Capital Investment Advisors
Georgia
$28.7M +$88K +663 +0.3%
CIM
387
Confluence Investment Management
Missouri
$28.7M -$568K -4,278 -2%
II
388
IFM Investors
Australia
$28.5M +$3M +22,582 +12%
QAM
389
QCI Asset Management
New York
$28.3M -$387K -2,913 -1%
W
390
Wealthquest
Ohio
$28.2M +$258K +1,947 +1%
LNC
391
Lincoln National Corp
Pennsylvania
$28M +$401K +3,019 +2%
CA
392
Cornerstone Advisors
North Carolina
$27.9M
IC
393
Inverness Counsel
New York
$27.9M -$6.25M -47,090 -19%
DJSG
394
D.J. St. Germain
Massachusetts
$27.8M -$137K -1,035 -0.5%
PA
395
Pinnacle Associates
New York
$27.7M +$23.1K +174 +0.1%
AWM
396
AE Wealth Management
Kansas
$27.6M +$318K +2,398 +1%
KLCM
397
KG&L Capital Management
Louisiana
$27.4M +$187K +1,412 +0.7%
MTC
398
McDaniel Terry & Co
Texas
$27.3M -$111K -837 -0.4%
KIA
399
KCM Investment Advisors
California
$27.3M +$138K +1,039 +0.5%
VMPIC
400
Varma Mutual Pension Insurance Co
Finland
$27.3M +$771K +5,806 +3%

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.