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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
TCM
601
Tufton Capital Management
Maryland
$13M -$327K -2,465 -3%
KA
602
Kintegral Advisory
New York
$13M -$399K -3,008 -3%
LFA
603
Legacy Financial Advisors
Kentucky
$13M -$1.06M -8,001 -8%
CNB
604
Camden National Bank
Maine
$12.9M -$27.3K -206 -0.2%
WIA
605
Wealthstreet Investment Advisors
Texas
$12.8M +$85.8K +646 +0.7%
NA
606
NewEdge Advisors
Louisiana
$12.8M +$242K +1,826 +2%
BHWM
607
Bar Harbor Wealth Management
New Hampshire
$12.7M -$443K -3,333 -4%
WDA
608
Wendell David Associates
New Hampshire
$12.7M
SMI
609
Shelter Mutual Insurance
Missouri
$12.7M
RT
610
Rockland Trust
Massachusetts
$12.7M -$391K -2,945 -3%
GI
611
GAMCO Investors
Connecticut
$12.6M -$212K -1,600 -2%
SDIC
612
South Dakota Investment Council
South Dakota
$12.5M +$149K +1,119 +1%
MYAM
613
Meiji Yasuda Asset Management
Japan
$12.5M -$2.58M -19,410 -18%
EDRH
614
Edmond de Rothschild Holding
Switzerland
$12.5M +$737K +5,552 +7%
DWA
615
Douglass Winthrop Advisors
New York
$12.5M +$832K +6,265 +7%
CTI
616
Community Trust & Investment
Kentucky
$12.5M +$63.7K +480 +0.5%
SIM
617
Sonora Investment Management
Arizona
$12.5M +$435K +3,273 +4%
PMAM
618
Picton Mahoney Asset Management
Ontario, Canada
$12.4M -$1.28M -9,615 -10%
TTWM
619
TCV Trust & Wealth Management
Virginia
$12.4M -$19.3K -145 -0.2%
BC
620
Burney Company
Virginia
$12.4M -$372K -2,799 -3%
SFM
621
Stack Financial Management
Montana
$12.3M -$14.7K -111 -0.1%
FNBOO
622
First National Bank of Omaha
Nebraska
$12.3M -$74.7K -563 -0.6%
SIC
623
Salem Investment Counselors
North Carolina
$12.2M +$38.5K +290 +0.3%
RS
624
Robeco Schweiz
Switzerland
$12.2M
BFA
625
Bragg Financial Advisors
North Carolina
$12.2M -$663K -4,994 -5%

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.