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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
WKWM
826
Walter & Keenan Wealth Management
Indiana
$7.38M -$20.8K -157 -0.3%
CCFCSB
827
Cape Cod Five Cents Savings Bank
Massachusetts
$7.36M -$63.6K -479 -0.9%
APP
828
Avantax Planning Partners
Iowa
$7.34M -$236K -1,778 -3%
LNWWM
829
Laird Norton Wetherby Wealth Management
California
$7.33M -$29.9K -225 -0.4%
PAM
830
Private Asset Management
California
$7.33M -$233K -1,752 -3%
CG
831
Caprock Group
Idaho
$7.3M +$394K +2,965 +6%
SHGA
832
Sand Hill Global Advisors
California
$7.29M -$57.4K -432 -0.8%
PTB
833
Pioneer Trust Bank
Oregon
$7.28M +$71K +535 +1%
MCG
834
McCollum Christoferson Group
New York
$7.28M +$75.7K +570 +1%
PAA
835
Peregrine Asset Advisers
Oregon
$7.25M +$3.35M +25,210 +94%
CTA
836
Chesley Taft & Associates
Illinois
$7.25M -$360K -2,710 -5%
CAM
837
Columbia Asset Management
Michigan
$7.24M -$47K -354 -0.7%
HI
838
Horizon Investments
North Carolina
$7.23M -$4.39M -33,034 -39%
BOC
839
Barbara Oil Co
Illinois
$7.23M
SWM
840
Segment Wealth Management
Texas
$7.22M +$5.26M +39,616 +321%
ECM
841
Exchange Capital Management
Michigan
$7.18M -$117K -881 -2%
ANBT
842
American National Bank & Trust
Texas
$7.17M +$239K +1,802 +4%
MCA
843
Mercer Capital Advisers
New Jersey
$7.17M -$31.7K -239 -0.5%
BAM
844
Bruderman Asset Management
New York
$7.15M -$387K -2,917 -5%
NEWAS
845
N.E.W. Advisory Services
Wisconsin
$7.11M -$192K -1,445 -3%
DWM
846
Destination Wealth Management
California
$7.09M +$24.8K +187 +0.4%
KOCAA
847
Knights of Columbus Asset Advisors
Connecticut
$7.06M -$469K -3,531 -6%
TIM
848
Thompson Investment Management
Wisconsin
$7.04M -$256K -1,930 -4%
LBC
849
Lowe Brockenbrough & Co
Virginia
$7.03M +$90.3K +680 +1%
AM
850
Atwater Malick
Pennsylvania
$7.03M +$114K +855 +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.