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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
FA
1001
FDx Advisors
Illinois
$5.01M +$332K +2,502 +7%
ECM
1002
ETrade Capital Management
Virginia
$5.01M -$740K -5,571 -13%
ECM
1003
Estabrook Capital Management
New York
$4.99M -$189K -1,423 -4%
FFA
1004
Fragasso Financial Advisors
Pennsylvania
$4.98M -$17.5K -132 -0.4%
EIA
1005
Eastover Investment Advisors
North Carolina
$4.94M +$19.5K +147 +0.4%
LBC
1006
Lawrence B. Cohen
$4.94M -$37K -279 -0.8%
BFG
1007
Beacon Financial Group
Texas
$4.92M -$58.7K -442 -1%
CCM
1008
Cinctive Capital Management
New York
$4.9M -$320K -2,412 -6%
CCMD
1009
Cypress Capital Management (Delaware)
Delaware
$4.89M -$257K -1,932 -5%
AB
1010
Atlas Brown
Kentucky
$4.89M +$13.4K +101 +0.3%
CAM
1011
Close Asset Management
United Kingdom
$4.86M -$96.9K -730 -2%
GAM
1012
Garrison Asset Management
Arkansas
$4.85M +$9.69K +73 +0.2%
CIA
1013
CSat Investment Advisory
Michigan
$4.84M +$1.39M +10,494 +43%
SP
1014
Symmetry Partners
Connecticut
$4.84M +$1.77M +13,311 +62%
JGIA
1015
Jackson Grant Investment Advisers
Connecticut
$4.83M -$108K -810 -2%
FAM
1016
Fred Alger Management
New York
$4.83M -$13.7K -103 -0.3%
FBT
1017
First Bankers Trust
Kentucky
$4.82M -$1.41M -10,584 -23%
APA
1018
American Portfolios Advisors
New York
$4.82M +$81.4K +613 +2%
PA
1019
Parallel Advisors
California
$4.82M +$107K +807 +2%
CCC
1020
Chelsea Counsel Company
California
$4.81M -$1.2K -9 -0%
CFG
1021
Citizens Financial Group
Rhode Island
$4.8M -$610K -4,595 -12%
ECM
1022
ExodusPoint Capital Management
New York
$4.8M -$15.4M -116,028 -77%
MCM
1023
Mattern Capital Management
Colorado
$4.77M +$86.8K +654 +2%
DMC
1024
Drexel Morgan & Co
Pennsylvania
$4.77M -$4.51K -34 -0.1%
HT
1025
Heritage Trust
Oklahoma
$4.76M -$181K -1,361 -4%

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.