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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
EM
1076
Excalibur Management
Massachusetts
$4.28M -$183K -1,375 -4%
GP
1077
Girard Partners
Pennsylvania
$4.28M -$7.83K -59 -0.2%
BWM
1078
BerganKDV Wealth Management
Minnesota
$4.28M +$206K +1,553 +5%
BDWM
1079
Brewin Dolphin Wealth Management
Ireland
$4.24M +$617K +4,644 +18%
CWM
1080
Circle Wealth Management
New Jersey
$4.22M +$18.9K +142 +0.5%
GI
1081
Gradient Investments
Minnesota
$4.2M +$488K +3,674 +14%
AUB
1082
Atlantic Union Bankshares
Virginia
$4.19M +$93.9K +707 +2%
SF
1083
Symphony Financial
Texas
$4.17M +$1.12M +8,423 +39%
MCP
1084
Martin Capital Partners
Oregon
$4.17M -$90.4K -681 -2%
EP
1085
Eudaimonia Partners
Tennessee
$4.17M -$241K -1,817 -6%
KWM
1086
Keebeck Wealth Management
Illinois
$4.16M -$51.5K -388 -1%
BCI
1087
Brinker Capital Investments
Pennsylvania
$4.16M +$3.97M +29,930 New
FNBOMD
1088
First National Bank of Mount Dora
Florida
$4.15M +$19.4K +146 +0.5%
CNFG
1089
Creegan & Nassoura Financial Group
New Hampshire
$4.13M -$64.1K -483 -2%
ATC
1090
Adirondack Trust Company
New York
$4.13M +$35.2K +265 +0.9%
WCM
1091
Whitener Capital Management
North Carolina
$4.12M +$13.5K +102 +0.3%
CCM
1092
Compton Capital Management
Rhode Island
$4.11M -$135K -1,015 -3%
IMOV
1093
Investment Management of Virginia
Virginia
$4.11M -$526K -3,965 -12%
SWM
1094
SeaCrest Wealth Management
New York
$4.1M +$43.5K +328 +1%
AF
1095
Advisornet Financial
Minnesota
$4.09M -$413K -3,110 -10%
EWM
1096
Endurance Wealth Management
Rhode Island
$4.08M +$801K +6,031 +26%
SFA
1097
Sequoia Financial Advisors
Ohio
$4.08M +$61.3K +462 +2%
AC
1098
Arjuna Capital
North Carolina
$4.07M -$256K -1,929 -6%
MIP
1099
Marietta Investment Partners
Wisconsin
$4.06M -$9.82K -74 -0.3%
MWM
1100
Meridian Wealth Management
Kentucky
$4.06M +$2.25M +16,935 +138%

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.