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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
HFS
551
Hantz Financial Services
Michigan
$15.4M -$288K -2,166 -2%
AMI
552
Amica Mutual Insurance
Rhode Island
$15.3M
PFPT
553
Pinnacle Financial Partners (Tennessee)
Tennessee
$15.2M -$1.15M -8,625 -7%
DWM
554
Doyle Wealth Management
Florida
$15.2M +$248K +1,871 +2%
TCOV
555
Trust Company of Vermont
Vermont
$15.2M +$42.6K +321 +0.3%
CCT
556
Chemung Canal Trust
New York
$15.1M +$3.19K +24 +0%
BII
557
Bainco International Investors
Massachusetts
$15.1M +$303K +2,280 +2%
JMFC
558
J.M. Forbes & Co
Massachusetts
$15M +$197K +1,482 +1%
JCM
559
Janney Capital Management
Pennsylvania
$15M -$3.33M -25,119 -19%
CA
560
Callahan Advisors
Texas
$14.9M -$78.7K -593 -0.5%
SIA
561
Sit Investment Associates
Minnesota
$14.9M -$1.52M -11,440 -10%
CCM
562
Chilton Capital Management
Texas
$14.8M -$648K -4,878 -4%
O
563
Ossiam
France
$14.7M +$11M +83,056 +362%
GAM
564
Gotham Asset Management
New York
$14.7M -$4.22M -31,823 -23%
RB
565
Rodgers Brothers
Pennsylvania
$14.7M -$144K -1,088 -1%
ACM
566
Argent Capital Management
Missouri
$14.7M -$195K -1,469 -1%
GIM
567
Grassi Investment Management
California
$14.6M
GF
568
Gabelli Funds
New York
$14.5M -$664K -5,000 -5%
HIMC
569
Heritage Investors Management Corp
Maryland
$14.4M -$408K -3,074 -3%
11A
570
10-15 Associates
New York
$14.4M -$305K -2,296 -2%
OAM
571
Oppenheimer Asset Management
New York
$14.3M +$505K +3,804 +4%
EOJOAM
572
E. Ohman J:or Asset Management
Sweden
$14.3M +$1.18M +8,900 +9%
VIP
573
Vantage Investment Partners
Missouri
$14.2M +$51K +384 +0.4%
CA
574
Cetera Advisors
Colorado
$14.2M +$1.1M +8,274 +9%
BCM
575
BTR Capital Management
California
$14.1M -$154K -1,160 -1%

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.