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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
EWM
651
Evercore Wealth Management
New York
$11.4M +$17.9K +135 +0.2%
LNB
652
Ledyard National Bank
$11.4M -$104K -781 -0.9%
AP
653
Appleton Partners
Massachusetts
$11.4M -$111K -837 -1%
FAAS
654
First Allied Advisory Services
California
$11.4M -$1.1M -8,272 -9%
WSTAM
655
Wilbanks Smith & Thomas Asset Management
Virginia
$11.4M +$365K +2,752 +3%
SSA
656
Schonfeld Strategic Advisors
New York
$11.3M +$1.57M +11,815 +17%
SPC
657
Sigma Planning Corp
Michigan
$11.3M -$369K -2,777 -3%
LW
658
Linscomb Wealth
Texas
$11.2M +$70.4K +530 +0.7%
HRC
659
Hoertkorn Richard Charles
$11.2M -$80.1K -603 -0.7%
BFEC
660
Benjamin F. Edwards & Company
Missouri
$11.2M +$104K +787 +1%
PWW
661
Pettyjohn Wood & White
Virginia
$11.2M -$66.2K -499 -0.6%
LS
662
Livforsakringsbolaget Skandia
Sweden
$11.2M +$1.08M +8,130 +11%
RC
663
Randolph Company
Ohio
$11.1M
CI
664
Cigna Investments
Connecticut
$11.1M -$1.72M -12,981 -14%
SS
665
Simplicity Solutions
Minnesota
$11.1M +$945K +7,121 +10%
PMG
666
ProVise Management Group
Florida
$11M -$865K -6,512 -8%
BGIM
667
Brandywine Global Investment Management
Pennsylvania
$11M +$408K +3,076 +4%
MCM
668
MAI Capital Management
Ohio
$11M +$215K +1,616 +2%
BCB
669
Brian C. Broderick
$10.9M -$14.9K -112 -0.1%
B
670
Barings
North Carolina
$10.9M -$712K -5,366 -6%
BOH
671
Bank of Hawaii
Hawaii
$10.8M -$1.28M -9,643 -11%
NAS
672
Nicolet Advisory Services
Wisconsin
$10.7M +$5.97K +45 +0.1%
AC
673
Allstate Corporation
Illinois
$10.7M -$298K -2,241 -3%
HA
674
Hamel Associates
New Jersey
$10.7M -$62.4K -470 -0.6%
MJP
675
Michael J. Puzo
$10.7M -$191K -1,442 -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.