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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
AI
401
Axiom Investors
Connecticut
$27.1M -$8.49M -63,975 -25%
Point72 Asset Management
402
Point72 Asset Management
Connecticut
$27.1M -$21.4M -160,862 -45%
AAM
403
Advisors Asset Management
Colorado
$26.9M +$553K +4,163 +2%
SIM
404
Sentry Investment Management
Wisconsin
$26.9M -$6.11K -46 -0%
AAS
405
Avantax Advisory Services
Texas
$26.8M +$14.5M +108,892 +130%
PAG
406
Private Advisor Group
New Jersey
$26.8M +$144K +1,083 +0.5%
TAM
407
Trillium Asset Management
Massachusetts
$26.7M -$1.97M -14,855 -7%
CPSAC
408
Chas P. Smith & Associates (CPS)
Florida
$26.6M -$221K -1,661 -0.9%
PVH
409
Psagot Value Holdings
Israel
$26.4M -$1.49M -11,216 -6%
Parallax Volatility Advisers
410
Parallax Volatility Advisers
California
$26.3M +$17.9M +135,008 +249%
SC
411
SRB Corp
Massachusetts
$26.3M +$564K +4,249 +2%
AA
412
Ancora Advisors
Ohio
$26.3M +$191K +1,442 +0.8%
KAS
413
Kestra Advisory Services
Texas
$26.3M +$25.1M +189,092 New
SHIM
414
Stone House Investment Management
Pennsylvania
$26.2M +$141K +1,064 +0.6%
SPC
415
Stewart & Patten Company
California
$25.6M -$954K -7,183 -4%
NEI
416
Northwest & Ethical Investments
Ontario, Canada
$25.5M +$1.47M +11,109 +6%
MIA
417
MainStreet Investment Advisors
Illinois
$25.4M +$4.53M +34,109 +23%
KCM
418
Kanawha Capital Management
Virginia
$25.4M -$243K -1,830 -1%
RJT
419
Raymond James Trust
Florida
$25.4M -$240K -1,804 -1%
MPI
420
Mairs & Power Inc
Minnesota
$25.4M -$179K -1,346 -0.7%
EB
421
Eastern Bank
Massachusetts
$25.3M -$117K -884 -0.5%
CK
422
Cohen Klingenstein
New York
$25.3M
FDCDDQ
423
Federation des caisses Desjardins du Quebec
Quebec, Canada
$25.3M -$33.9K -255 -0.1%
Mercer Global Advisors
424
Mercer Global Advisors
Colorado
$25.2M -$745K -5,608 -3%
TIM
425
Triodos Investment Management
Netherlands
$25M

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.