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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
BFM
626
Boston Financial Management
Massachusetts
$12.1M -$238K -1,794 -2%
CCT
627
Country Club Trust
Missouri
$12.1M
WC
628
Woodstock Corp
Massachusetts
$12M -$133K -1,004 -1%
HA
629
Harfst & Associates
Wyoming
$12M -$45K -339 -0.4%
MBI
630
Montrusco Bolton Investments
Quebec, Canada
$12M +$174K +1,312 +2%
MA
631
Montag & Associates
Georgia
$11.9M +$1.31M +9,902 +13%
WCMN
632
Westchester Capital Management (Nebraska)
Nebraska
$11.8M -$17.1K -129 -0.2%
CCP
633
Clarkston Capital Partners
Michigan
$11.8M -$4.88M -36,720 -30%
CIA
634
Choate Investment Advisors
Massachusetts
$11.8M -$68.1K -513 -0.6%
CCM
635
Condor Capital Management
New Jersey
$11.7M -$106K -798 -0.9%
SYBT
636
Stock Yards Bank & Trust
Kentucky
$11.7M -$511K -3,846 -4%
Boston Partners
637
Boston Partners
Massachusetts
$11.7M -$1.29M -9,681 -10%
WG
638
Winton Group
United Kingdom
$11.7M -$5.25M -39,574 -32%
DP
639
Dearborn Partners
Illinois
$11.7M +$79.5K +599 +0.7%
HT
640
HighTower Trust
Texas
$11.7M -$508K -3,829 -4%
TBA
641
Tower Bridge Advisors
Pennsylvania
$11.7M -$244K -1,836 -2%
AI
642
Atria Investments
North Carolina
$11.7M +$2.25M +16,981 +25%
TF
643
TRH Financial
Iowa
$11.7M +$996K +7,504 +10%
JWCA
644
J.W. Cole Advisors
Florida
$11.6M +$7.21M +54,308 +188%
HAG
645
HighPoint Advisor Group
Illinois
$11.5M +$395K +2,974 +4%
ONB
646
Old National Bancorp
Indiana
$11.5M -$1.13M -8,490 -9%
B
647
Bailard
California
$11.5M +$872K +6,568 +9%
MGIA
648
Matthew Goff Investment Advisor
Texas
$11.5M -$206K -1,552 -2%
ACI
649
Alpha Cubed Investments
California
$11.5M -$419K -3,158 -4%
IRF
650
IBM Retirement Fund
New York
$11.5M +$2.96M +22,278 +37%

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.