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
PAM
501
Palisade Asset Management
Minnesota
$17.5M -$307K -2,315 -2%
FFIC
502
First Fiduciary Investment Counsel
Ohio
$17.5M +$121K +915 +0.7%
ABTD
503
Arvest Bank Trust Division
Oklahoma
$17.4M -$501K -3,770 -3%
FPCM
504
Financial Partners Capital Management
New York
$17.4M -$229K -1,725 -1%
JIR
505
James Investment Research
Ohio
$17.4M -$503K -3,791 -3%
NGA
506
Naples Global Advisors
Florida
$17.3M -$285K -2,150 -2%
GGI
507
Godsey & Gibb Inc
Virginia
$17.1M -$305K -2,298 -2%
SCM
508
Shelton Capital Management
Colorado
$17M +$785K +5,909 +5%
SCM
509
Sandler Capital Management
New York
$17M -$17.9M -134,858 -52%
BFIM
510
Beese Fulmer Investment Management
Ohio
$17M -$362K -2,730 -2%
CTA
511
Colonial Trust Advisors
South Carolina
$16.9M -$90.8K -684 -0.6%
FHC
512
First Horizon Corporation
Tennessee
$16.9M +$16.2M +121,720 New
HL
513
HeadInvest LLC
Maine
$16.9M -$10.5K -79 -0.1%
Lido Advisors
514
Lido Advisors
California
$16.8M +$232K +1,745 +1%
PTC
515
Philadelphia Trust Company
Pennsylvania
$16.8M -$1.1M -8,265 -6%
RMCM
516
Reynders McVeigh Capital Management
Massachusetts
$16.7M -$496K -3,739 -3%
FAB
517
First American Bank
Illinois
$16.7M -$127K -954 -0.8%
LCM
518
Logan Capital Management
Pennsylvania
$16.7M -$10.8M -81,439 -40%
FHA
519
First Horizon Advisors
Tennessee
$16.7M -$205K -1,542 -1%
PWLP
520
Prio Wealth Limited Partnership
Massachusetts
$16.7M -$17K -128 -0.1%
Dodge & Cox
521
Dodge & Cox
California
$16.7M -$154K -1,158 -1%
RG
522
Rikoon Group
New Mexico
$16.6M +$15.9K +120 +0.1%
BBA
523
BLB&B Advisors
Pennsylvania
$16.6M -$163K -1,229 -1%
WT
524
Washington Trust
Rhode Island
$16.6M +$121K +913 +0.8%
LOIM
525
Liberty One Investment Management
Illinois
$16.5M +$380K +2,864 +2%

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.