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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
KTM
951
Keeler Thomas Management
Utah
$5.75M -$247K -1,864 -4%
CCT
952
Capital City Trust
Florida
$5.71M +$8.76K +66 +0.2%
CAC
953
Core Alternative Capital
Georgia
$5.71M -$1.19M -8,969 -18%
FTC
954
Farmers Trust Company
Ohio
$5.69M -$53.9K -406 -1%
OIM
955
Opus Investment Management
Massachusetts
$5.68M
FMWA
956
Forvis Mazars Wealth Advisors
Missouri
$5.67M -$45.5K -343 -0.8%
EWM
957
Executive Wealth Management
Michigan
$5.65M +$269K +2,025 +5%
VA
958
Valmark Advisers
Ohio
$5.63M -$10.8K -81 -0.2%
BS
959
Boenning & Scattergood
Pennsylvania
$5.62M +$43.5K +328 +0.8%
SAM
960
SP Asset Management
California
$5.6M +$61.7K +465 +1%
YIA
961
YHB Investment Advisors
Connecticut
$5.59M -$1M -7,537 -16%
B
962
Brightworth
Georgia
$5.59M +$782K +5,889 +17%
VIA
963
Vident Investment Advisory
Georgia
$5.58M +$2.93M +22,075 +122%
NAM
964
NTV Asset Management
West Virginia
$5.56M -$9.96K -75 -0.2%
PCIA
965
Prime Capital Investment Advisors
Kansas
$5.54M +$110K +829 +2%
FCH
966
Freestone Capital Holdings
Washington
$5.52M +$174K +1,309 +3%
DT
967
Diversified Trust
Tennessee
$5.5M +$1.33M +10,023 +34%
PAS
968
Park Avenue Securities
New York
$5.46M +$702K +5,286 +16%
AIC
969
Argus Investors Counsel
New York
$5.46M +$772K +5,813 +17%
PCTC
970
Perkins Coie Trust Company
Washington
$5.45M +$25.5K +192 +0.5%
GRQ
971
Gardner Russo & Quinn
Pennsylvania
$5.44M -$8.23K -62 -0.2%
QIM
972
Quest Investment Management
Oregon
$5.4M +$270K +2,034 +6%
BDS
973
Banco de Sabadell
Florida
$5.38M +$371K +2,796 +8%
CPO
974
Cerity Partners OCIO
New York
$5.35M +$108K +814 +2%
IC
975
Intersect Capital
California
$5.34M +$58.2K +438 +1%

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.