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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
CRB
801
Chad R. Baker
$7.79M
CAM
802
Carret Asset Management
New York
$7.77M -$90.4K -681 -1%
NC
803
Nicholas Company
Wisconsin
$7.75M +$619K +4,660 +9%
JIC
804
Joel Isaacson & Co
New York
$7.74M +$13.7K +103 +0.2%
HAIM
805
Hunter Associates Investment Management
Pennsylvania
$7.74M -$39.8K -300 -0.5%
BPCE
806
Bank Pictet & Cie (Europe)
Germany
$7.71M +$2.59M +19,535 +54%
PP
807
Prospector Partners
Connecticut
$7.7M +$406K +3,060 +6%
AA
808
AlphaMark Advisors
Kentucky
$7.69M -$183K -1,377 -2%
UR
809
USCA RIA
Texas
$7.68M -$1.31M -9,861 -15%
FQ
810
First Quadrant
California
$7.63M -$1.74M -13,142 -19%
FPFS
811
First Personal Financial Services
North Carolina
$7.62M -$193K -1,453 -3%
DWT
812
Dorsey & Whitney Trust
South Dakota
$7.61M +$47.9K +361 +0.7%
WTFG
813
Wells Trecaso Financial Group
Ohio
$7.58M -$94.4K -711 -1%
PP
814
Paloma Partners
Connecticut
$7.57M +$3.01M +22,670 +71%
TCPWM
815
Traverso Chambers Private Wealth Management
California
$7.56M -$357K -2,688 -5%
VST
816
Van Strum & Towne
California
$7.54M +$73K +550 +1%
WFG
817
Wills Financial Group
Virginia
$7.52M -$7.3K -55 -0.1%
SCA
818
Snowden Capital Advisors
New York
$7.51M +$181K +1,360 +3%
NNP
819
Nachman Norwood & Parrott
South Carolina
$7.5M -$34.9K -263 -0.5%
WP
820
WMS Partners
Maryland
$7.5M -$153K -1,155 -2%
BBI
821
Baxter Bros Inc
Connecticut
$7.49M -$149K -1,119 -2%
SWM
822
Stockman Wealth Management
Montana
$7.46M -$201K -1,515 -3%
IC
823
IEQ Capital
California
$7.46M +$68.8K +518 +1%
TPCW
824
TD Private Client Wealth
New York
$7.4M +$86K +648 +1%
FDCC
825
Foster Dykema Cabot & Co
Massachusetts
$7.39M -$67.3K -507 -0.9%

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.