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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
MPAM
926
Murphy Pohlad Asset Management
Minnesota
$5.99M -$98.2K -740 -2%
CT
927
Coastline Trust
Rhode Island
$5.98M -$600K -4,522 -10%
TFA
928
Toth Financial Advisory
Virginia
$5.96M -$161K -1,210 -3%
CFGS
929
Concourse Financial Group Securities
Alabama
$5.96M +$24.8K +187 +0.4%
AC
930
Addison Capital
Pennsylvania
$5.95M -$2.39K -18 -0%
MIM
931
Martin Investment Management
Florida
$5.93M +$342K +2,575 +6%
RC
932
RegentAtlantic Capital
New Jersey
$5.93M +$847K +6,382 +18%
WAM
933
Wealthspire Advisors (Maryland)
Maryland
$5.92M +$187K +1,412 +3%
WA
934
WBH Advisory
Maryland
$5.91M +$27.2K +205 +0.5%
S
935
SignatureFD
Georgia
$5.91M +$756K +5,692 +15%
CCG
936
Cypress Capital Group
Florida
$5.89M +$162K +1,219 +3%
PT
937
Plimoth Trust
Massachusetts
$5.88M -$70.2K -529 -1%
BRM
938
Boston Research & Management
Massachusetts
$5.87M -$147K -1,109 -3%
CFA
939
Carroll Financial Associates
North Carolina
$5.87M -$132K -995 -2%
MC
940
Maverick Capital
Texas
$5.87M +$2.33M +17,549 +71%
AMIM
941
Aull & Monroe Investment Management
Alabama
$5.85M -$6.64K -50 -0.1%
VWM
942
Valley Wealth Managers
New Jersey
$5.84M -$834K -6,283 -13%
AIA
943
Allied Investment Advisors
Montana
$5.83M -$127K -958 -2%
SG
944
Swarthmore Group
Pennsylvania
$5.8M
IMRF
945
Illinois Municipal Retirement Fund
Illinois
$5.8M +$3.78M +28,488 +215%
GIC
946
Gantzert Investment Company
Illinois
$5.77M +$236K +1,775 +4%
PI
947
Pettee Investors
Connecticut
$5.75M -$13.3K -100 -0.2%
AWM
948
Altium Wealth Management
New York
$5.75M +$65.3K +492 +1%
JPMIA
949
J.P. Marvel Investment Advisors
Massachusetts
$5.75M
CIM
950
Contravisory Investment Management
Massachusetts
$5.75M +$139K +1,045 +3%

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.