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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
AP
526
Advisor Partners
California
$16.5M +$290K +2,187 +2%
AWA
527
ARS Wealth Advisors
Florida
$16.5M +$78.7K +593 +0.5%
NIM
528
Northeast Investment Management
Massachusetts
$16.5M +$469K +3,534 +3%
9WM
529
9258 Wealth Management
Ohio
$16.4M -$233K -1,754 -1%
WIC
530
Wilkins Investment Counsel
Massachusetts
$16.4M -$65.7K -495 -0.4%
RE
531
RBC Europe
United Kingdom
$16.4M +$171K +1,291 +1%
MLL
532
Moody Lynn & Lieberson
Massachusetts
$16.4M +$265K +1,997 +2%
BAPIM
533
British Airways Pensions Investment Management
United Kingdom
$16.4M +$3.55M +26,765 +29%
ATC
534
Argent Trust Co
Tennessee
$16.3M +$1.35M +10,139 +9%
WTC
535
WhitTier Trust Company
Nevada
$16.3M +$255K +1,921 +2%
NMIMC
536
Northwestern Mutual Investment Management Company
Wisconsin
$16.3M
NB
537
NBT Bank
New York
$16.1M +$1.15M +8,637 +8%
PCAP
538
Pratt Collard Advisory Partners
New York
$16.1M -$163K -1,230 -1%
ADEF
539
Adams Diversified Equity Fund
Maryland
$16M
KRC
540
Kehrs Ridge Capital
New Jersey
$16M +$2.79M +21,000 +22%
LIA
541
LS Investment Advisors
Michigan
$15.9M +$140K +1,055 +0.9%
Squarepoint
542
Squarepoint
New York
$15.8M +$405K +3,050 +3%
UBV
543
United Bank (Virginia)
Virginia
$15.7M +$118K +887 +0.8%
OCG
544
Opus Capital Group
Ohio
$15.7M -$178K -1,338 -1%
BCAM
545
Boston Common Asset Management
Massachusetts
$15.7M +$155K +1,167 +1%
WAS
546
Wesleyan Assurance Society
United Kingdom
$15.7M
PCM
547
Parsons Capital Management
Rhode Island
$15.5M -$341K -2,571 -2%
FLPIM
548
F.L. Putnam Investment Management
Massachusetts
$15.5M -$2.56M -19,300 -15%
CCM
549
Covington Capital Management
California
$15.4M -$105K -788 -0.7%
CWM
550
Cornerstone Wealth Management
Missouri
$15.4M -$48.6K -366 -0.3%

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.