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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
ISB
851
Iowa State Bank
Iowa
$7.02M -$59.1K -445 -0.9%
DSC
852
Duncker Streett & Co
Missouri
$7.01M -$27.2K -205 -0.4%
RIM
853
Regent Investment Management
Kentucky
$7M -$479K -3,610 -7%
IEFM
854
IQ EQ Fund Management
Ireland
$6.98M -$127K -953 -2%
CAL
855
Capital Analysts LLC
Pennsylvania
$6.94M -$168K -1,263 -2%
CFC
856
Cincinnati Financial Corp
Ohio
$6.94M
BIM
857
Bridges Investment Management
Nebraska
$6.9M -$182K -1,370 -3%
MAFM
858
Mid Atlantic Financial Management
Pennsylvania
$6.89M -$180K -1,353 -3%
BSW
859
Buckingham Strategic Wealth
Missouri
$6.88M +$43.5K +328 +0.7%
SC
860
Saturna Capital
Washington
$6.87M
NSIM
861
North Star Investment Management
Illinois
$6.85M +$394K +2,967 +6%
MC
862
Martin Currie
United Kingdom
$6.84M -$625K -4,707 -9%
SIC
863
Shoker Investment Counsel
Ohio
$6.84M -$195K -1,468 -3%
SCM
864
Stevens Capital Management
Pennsylvania
$6.83M +$6.53M +49,170 New
NWP
865
Northstar Wealth Partners
Connecticut
$6.83M -$549K -4,134 -8%
FPTW
866
Franklin, Parlapiano, Turner & Welch
Texas
$6.81M -$148K -1,114 -2%
WC
867
Whitney & Co
New York
$6.79M +$72.2K +544 +1%
S
868
Seeyond
France
$6.78M -$756K -5,694 -10%
CC
869
Courier Capital
New York
$6.78M -$57.8K -435 -0.9%
JWM
870
JGP Wealth Management
Oregon
$6.73M -$4.78K -36 -0.1%
PTC
871
Petrus Trust Company
Texas
$6.73M -$1.18M -8,885 -16%
MIAN
872
Mariner Independent Advisor Network
Kansas
$6.72M +$877K +6,604 +16%
WS
873
Wedbush Securities
California
$6.72M -$142K -1,068 -2%
GAB
874
German American Bancorp
Indiana
$6.71M +$156K +1,173 +2%
PFSC
875
Peoples Financial Services Corp
Pennsylvania
$6.67M -$33.2K -250 -0.5%

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.