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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
LBA
976
Lowell Blake & Associates
Massachusetts
$5.31M +$403K +3,032 +9%
HGWM
977
Harvest Group Wealth Management
Massachusetts
$5.29M -$345K -2,597 -6%
OPCM
978
Osborne Partners Capital Management
California
$5.25M -$113K -850 -2%
HTI
979
Hikari Tsushin Inc
Japan
$5.25M
AF
980
Alerus Financial
North Dakota
$5.21M -$43.9K -331 -0.9%
AIM
981
Aigen Investment Management
New York
$5.2M +$4.96M +37,395 New
LFAS
982
Level Four Advisory Services
Texas
$5.19M -$198K -1,493 -4%
CSS
983
Cubist Systematic Strategies
Connecticut
$5.18M -$4.4M -33,117 -47%
BFA
984
Benedict Financial Advisors
Georgia
$5.17M -$47.9K -361 -1%
LWANC
985
Laurel Wealth Advisors (North Carolina)
North Carolina
$5.13M +$37.8K +285 +0.8%
ODCM
986
Old Dominion Capital Management
Virginia
$5.13M -$79.7K -600 -2%
CC
987
Chicago Capital
Illinois
$5.11M
JFGIW
988
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$5.1M -$936K -7,052 -16%
CAM
989
Cypress Asset Management
Texas
$5.09M -$6.37K -48 -0.1%
MYIA
990
Mount Yale Investment Advisors
Colorado
$5.08M +$4.28M +32,240 +744%
DCM
991
Delta Capital Management
New Jersey
$5.08M -$46.5K -350 -0.9%
CAMG
992
CWA Asset Management Group
Florida
$5.06M +$768K +5,786 +19%
MSS
993
Mitchell Sinkler & Starr
Pennsylvania
$5.05M
ESB
994
Essex Savings Bank
Connecticut
$5.05M +$1.66M +12,490 +52%
RCAG
995
Rehmann Capital Advisory Group
Michigan
$5.04M -$661K -4,977 -12%
LCP
996
Legacy Capital Partners
Wisconsin
$5.04M +$17.9K +135 +0.4%
TFM
997
TFC Financial Management
Massachusetts
$5.03M +$4.8M +36,165 New
ACA
998
Aptus Capital Advisors
Alabama
$5.02M +$119K +900 +3%
IBOK
999
Independence Bank of Kentucky
Kentucky
$5.01M -$194K -1,462 -4%
Wealth Enhancement Advisory Services
1000
Wealth Enhancement Advisory Services
Minnesota
$5.01M -$1.24M -9,325 -21%

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.