We are live on ! Find out more
PG icon

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
PNC Financial Services Group
26
PNC Financial Services Group
Pennsylvania
$1.44B -$13.7M -103,316 -1%
Deutsche Bank
27
Deutsche Bank
Germany
$1.43B +$59.8M +450,633 +5%
TFM
28
Trian Fund Management
New York
$1.41B -$92.5M -696,977 -6%
Sumitomo Mitsui Trust Group
29
Sumitomo Mitsui Trust Group
Japan
$1.4B -$105M -794,082 -7%
Ameriprise
30
Ameriprise
Minnesota
$1.37B -$166M -1,253,459 -11%
Goldman Sachs
31
Goldman Sachs
New York
$1.37B -$464M -3,496,997 -26%
California Public Employees Retirement System
32
California Public Employees Retirement System
California
$1.35B +$26.9M +202,512 +2%
Capital World Investors
33
Capital World Investors
California
$1.33B +$77.6M +584,771 +6%
Royal Bank of Canada
34
Royal Bank of Canada
Ontario, Canada
$1.28B +$48.1M +362,370 +4%
Capital Research Global Investors
35
Capital Research Global Investors
California
$1.25B -$26.6M -199,988 -2%
PPA
36
Parametric Portfolio Associates
Washington
$1.23B -$5.1M -38,417 -0.4%
Arrowstreet Capital
37
Arrowstreet Capital
Massachusetts
$1.19B +$458M +3,446,672 +67%
T. Rowe Price Associates
38
T. Rowe Price Associates
Maryland
$1.12B -$10.4M -78,086 -1%
Lazard Asset Management
39
Lazard Asset Management
New York
$1.07B -$92.8M -699,286 -8%
CS
40
Credit Suisse
Switzerland
$1.04B +$56M +421,444 +6%
Dimensional Fund Advisors
41
Dimensional Fund Advisors
Texas
$977M +$825K +6,212 +0.1%
DZ Bank
42
DZ Bank
Germany
$920M +$50M +376,438 +6%
APG Asset Management
43
APG Asset Management
Netherlands
$826M -$18.9M -142,104 -2%
Aristotle Capital Management
44
Aristotle Capital Management
California
$814M +$777M +5,853,250 +201,281%
New York State Common Retirement Fund
45
New York State Common Retirement Fund
New York
$748M -$36.9M -277,900 -5%
ClearBridge Investments
46
ClearBridge Investments
New York
$737M -$35M -263,861 -5%
Schroder Investment Management Group
47
Schroder Investment Management Group
United Kingdom
$706M +$71.4M +537,454 +12%
GQG Partners
48
GQG Partners
Florida
$703M +$18M +135,537 +3%
AQR Capital Management
49
AQR Capital Management
Connecticut
$675M -$250M -1,880,125 -28%
D.E. Shaw & Co
50
D.E. Shaw & Co
New York
$674M -$359M -2,701,388 -36%

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.