We are live on ! Find out more
PG icon

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
RBA
676
Richard Bernstein Advisors
New York
$10.6M
IIC
677
Ironwood Investment Counsel
Arizona
$10.6M -$34.4K -259 -0.3%
WB
678
Webster Bank
Connecticut
$10.6M -$116K -872 -1%
UFG
679
United Fire Group
Iowa
$10.6M
WAM
680
World Asset Management
Michigan
$10.5M -$282K -2,122 -3%
ASN
681
Advisory Services Network
Georgia
$10.5M +$317K +2,384 +3%
TCM
682
Telos Capital Management
California
$10.5M -$919K -6,922 -8%
LCM
683
LVM Capital Management
Michigan
$10.5M +$65.1K +490 +0.7%
CA
684
Clearstead Advisors
Ohio
$10.3M -$462K -3,483 -4%
TSS
685
Thomas Story & Son
Indiana
$10.3M
RWA
686
Ropes Wealth Advisors
Massachusetts
$10.3M -$202K -1,520 -2%
JWBC
687
J.W. Burns & Co
New York
$10.3M -$14.3K -108 -0.1%
AIP
688
Ameritas Investment Partners
Nebraska
$10.3M -$351K -2,644 -3%
SIG
689
Sky Investment Group
Connecticut
$10.3M +$837K +6,304 +9%
MCM
690
Murphy Capital Management
New Jersey
$10.2M -$137K -1,033 -1%
AAM
691
AR Asset Management
California
$10.2M -$39.8K -300 -0.4%
VV
692
Verity & Verity
South Carolina
$10.2M +$38.4K +289 +0.4%
RSVP
693
Ramsay Stattman Vela & Price
Colorado
$10.1M +$70K +527 +0.7%
TCOT
694
Trust Company of Toledo
Ohio
$10.1M -$37.6K -283 -0.4%
PGIM
695
Pacific Global Investment Management
California
$10.1M -$205K -1,547 -2%
CCM
696
Cohen Capital Management
California
$10M
CAM
697
Cresset Asset Management
Illinois
$10M -$30.3K -228 -0.3%
SBIA
698
Sheaff Brock Investment Advisors
Indiana
$10M +$2.96M +22,271 +45%
WTB
699
Washington Trust Bank
Washington
$9.97M -$472K -3,552 -5%
SB
700
Simmons Bank
Arkansas
$9.97M -$595K -4,479 -6%

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.