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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
AT
1026
Arden Trust
Delaware
$4.75M -$84.8K -639 -2%
JCM
1027
Jacobi Capital Management
Pennsylvania
$4.74M +$36.2K +273 +0.8%
ET
1028
Equitable Trust
Tennessee
$4.73M -$5.84K -44 -0.1%
ETC
1029
Exchange Traded Concepts
Oklahoma
$4.71M -$4.26M -32,120 -49%
RC
1030
Roundview Capital
New Jersey
$4.71M -$34.3K -258 -0.8%
KWM
1031
Kingsview Wealth Management
Oregon
$4.7M +$871K +6,558 +24%
BST
1032
Bath Savings Trust
Maine
$4.7M +$15.9K +120 +0.4%
AC
1033
Avestar Capital
New York
$4.69M -$1.49M -11,211 -25%
RIG
1034
Roosevelt Investment Group
New York
$4.69M +$2.79M +20,981 +164%
TLP
1035
Trinity Legacy Partners
Texas
$4.66M -$22.3K -168 -0.5%
SFO
1036
Stokes Family Office
Louisiana
$4.65M +$592K +4,461 +15%
RPC
1037
Rossmore Private Capital
Connecticut
$4.65M +$1.14M +8,591 +35%
WSCM
1038
Wellington Shields Capital Management
New York
$4.65M
NPT
1039
Nixon Peabody Trust
Massachusetts
$4.63M +$42.1K +317 +1%
FCIM
1040
Fairview Capital Investment Management
California
$4.57M -$24.4K -184 -0.6%
OCM
1041
One Capital Management
California
$4.56M -$290K -2,187 -6%
SA
1042
Shilanski & Associates
Alaska
$4.56M -$33.3K -251 -0.8%
HFM
1043
Hartford Financial Management
Connecticut
$4.55M +$24.3K +183 +0.6%
KPCM
1044
Kings Point Capital Management
New York
$4.54M +$293K +2,210 +7%
CBOR
1045
Community Bank of Raymore
Missouri
$4.53M -$17.1K -129 -0.4%
BCCM
1046
Bridge Creek Capital Management
Massachusetts
$4.53M -$94.7K -713 -2%
PSC
1047
Prentiss Smith & Co
Vermont
$4.52M +$285K +2,149 +7%
TCA
1048
Transcend Capital Advisors
New Jersey
$4.52M -$113K -854 -3%
BP
1049
Ballentine Partners
Massachusetts
$4.52M -$941K -7,086 -18%
CWG
1050
Cornerstone Wealth Group
North Carolina
$4.51M -$52.7K -397 -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.