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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
GIA
776
GHP Investment Advisors
Colorado
$8.31M -$7.97K -60 -0.1%
CANC
777
Culbertson A N & Co
Virginia
$8.28M -$290K -2,184 -4%
FM
778
Foster & Motley
Ohio
$8.26M -$148K -1,114 -2%
MBTD
779
Mechanics Bank - Trust Department
California
$8.23M -$14.3K -108 -0.2%
ANTB
780
AMG National Trust Bank
Colorado
$8.23M +$29.7K +224 +0.4%
BCP
781
Blue Chip Partners
Michigan
$8.2M +$1.62M +12,192 +26%
MIM
782
Marco Investment Management
Georgia
$8.13M +$100K +755 +1%
LJHT
783
Laurie J. Hall Trustee
$8.12M +$7.76M +58,431 New
VFA
784
Valeo Financial Advisors
Indiana
$8.11M -$203K -1,532 -3%
CNBTD
785
Citizens National Bank Trust Department
Mississippi
$8.11M
LIM
786
Leavell Investment Management
Alabama
$8.07M +$292K +2,197 +4%
AL
787
Aspiriant LLC
California
$8.06M +$4.72M +35,587 +159%
MYLI
788
Meiji Yasuda Life Insurance
Japan
$8.04M +$319K +2,405 +4%
VC
789
Vestor Capital
Illinois
$8.03M +$7.67M +57,795 New
FNT
790
First National Trust
Pennsylvania
$8.03M -$137K -1,034 -2%
HIC
791
Harvey Investment Company
Kentucky
$7.98M
KCPG
792
Kavar Capital Partners Group
Kansas
$7.93M +$14.5K +109 +0.2%
RCM
793
Radnor Capital Management
Pennsylvania
$7.91M +$116K +873 +2%
MCM
794
Monarch Capital Management
Indiana
$7.9M -$102K -771 -1%
SVWAG
795
Sound View Wealth Advisors Group
Georgia
$7.9M -$46.1K -347 -0.6%
MKC
796
M. Kraus & Co
Vermont
$7.9M +$1.99K +15 +0%
AC
797
Abbrea Capital
California
$7.88M +$55.1K +415 +0.7%
NME
798
Notis-McConarty Edward
$7.85M -$16.6K -125 -0.2%
RWM
799
Rench Wealth Management
Texas
$7.81M +$3.58K +27 +0%
GAM
800
Griffin Asset Management
New York
$7.79M -$114K -861 -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.