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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
NMERB
451
New Mexico Educational Retirement Board
New Mexico
$22.1M -$1.19M -9,000 -5%
HTHT
452
Hemenway Trust Hemenway Trust
New Hampshire
$21.9M +$120K +901 +0.6%
Balyasny Asset Management
453
Balyasny Asset Management
Illinois
$21.9M -$35.2M -264,929 -63%
FNBT
454
FineMark National Bank & Trust
Florida
$21.7M +$8.36K +63 +0%
SBWM
455
Sunflower Bank Wealth Management
Arizona
$21.6M -$144K -1,085 -0.7%
CGH
456
Crossmark Global Holdings
Texas
$21.5M -$691K -5,203 -3%
SI
457
Stephens Inc
Arkansas
$21.4M +$210K +1,585 +1%
GCC
458
Guardian Capital (Canada)
Ontario, Canada
$21.4M -$99.3K -748 -0.5%
ACA
459
Anchor Capital Advisors
Massachusetts
$21.3M -$373K -2,809 -2%
IAA
460
Independent Advisor Alliance
North Carolina
$21.3M -$520K -3,920 -2%
DADC
461
D.A. Davidson & Co
Montana
$21M +$125K +942 +0.6%
WCM
462
Windward Capital Management
California
$20.9M -$178K -1,344 -0.9%
AB
463
Amalgamated Bank
New York
$20.5M -$480K -3,614 -2%
SBH
464
Segall Bryant & Hamill
Illinois
$20.5M +$314K +2,362 +2%
DC
465
Davenport & Co
Virginia
$20.4M +$394K +2,970 +2%
KFS
466
Kurt F. Somerville
$20.3M -$561K -4,228 -3%
BA
467
Bennicas & Associates
California
$20.3M -$84.2K -634 -0.4%
KRS
468
Kentucky Retirement Systems
Kentucky
$20.2M +$973K +7,328 +5%
BCV
469
Banque Cantonale Vaudoise
Switzerland
$20.1M +$2.98M +22,424 +18%
FMII
470
Farmers & Merchants Investments Inc
Nebraska
$20.1M -$73.4K -553 -0.4%
DDC
471
DF Dent & Co
Maryland
$20M +$380K +2,865 +2%
VI
472
Vestcor Inc
New Brunswick, Canada
$19.8M +$102K +768 +0.5%
BUB
473
BBVA USA Bancshares
Texas
$19.7M -$1.39M -10,444 -7%
ZIC
474
ZWJ Investment Counsel
Georgia
$19.6M -$444K -3,348 -2%
VWA
475
Visionary Wealth Advisors
Illinois
$19.6M -$617K -4,651 -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.