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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
BPM
901
Bowling Portfolio Management
Ohio
$6.37M -$3.31M -24,969 -35%
CCM
902
Coldstream Capital Management
Washington
$6.36M +$4.25K +32 +0.1%
WAM
903
Weatherly Asset Management
California
$6.33M +$164K +1,232 +3%
EWM
904
Edge Wealth Management
New York
$6.32M -$147K -1,105 -2%
CWM
905
Concentric Wealth Management
California
$6.31M +$7.3K +55 +0.1%
TNBTD
906
Trustmark National Bank Trust Department
Mississippi
$6.3M -$74.1K -558 -1%
Kovitz Investment Group Partners
907
Kovitz Investment Group Partners
Illinois
$6.3M +$339K +2,554 +6%
IHL
908
Investment House LLC
California
$6.27M +$13.3K +100 +0.2%
MA
909
Mutual Advisors
Nebraska
$6.26M +$189K +1,420 +3%
SNT
910
Security National Trust
West Virginia
$6.26M +$7.97K +60 +0.1%
WIC
911
Whitegate Investment Counselors
New Hampshire
$6.24M -$13.7K -103 -0.2%
BC
912
Blackhill Capital
New Jersey
$6.24M
MHS
913
M Holdings Securities
Oregon
$6.21M +$209K +1,571 +4%
AAF
914
Andra AP-fonden
Sweden
$6.18M -$717K -5,400 -11%
SCA
915
Spearhead Capital Advisors
Florida
$6.18M +$60.7K +457 +1%
GH
916
GAM Holding
Switzerland
$6.16M +$154K +1,161 +3%
FC
917
Fulcrum Capital
Washington
$6.16M -$579K -4,358 -9%
FPIS
918
Financial Planning & Information Services
Wisconsin
$6.15M +$2.27M +17,121 +63%
FCCM
919
First City Capital Management
Georgia
$6.14M +$2.63M +19,804 +87%
NB
920
Northwest Bancshares
Pennsylvania
$6.1M -$467K -3,518 -7%
FG
921
Fiduciary Group
Georgia
$6.09M -$69.7K -525 -1%
SFS
922
Sowell Financial Services
Arkansas
$6.05M -$191K -1,437 -3%
TI
923
Trexquant Investment
Connecticut
$6.03M -$830K -6,254 -13%
CBTWT
924
Community Bank & Trust (Waco, Texas)
Texas
$6.01M +$5.18K +39 +0.1%
TAM
925
Taurus Asset Management
New York
$6M -$47.8K -360 -0.8%

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.