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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
DPIM
1101
Duff & Phelps Investment Management
Illinois
$4.05M
DBT
1102
Dubuque Bank & Trust
Iowa
$4.05M -$395K -2,977 -9%
NHC
1103
Nicholas Hoffman & Company
Georgia
$4.05M +$78.7K +593 +2%
AWM
1104
Altavista Wealth Management
North Carolina
$4.04M -$172K -1,293 -4%
SH
1105
SeaTown Holdings
Singapore
$4.03M -$5.97M -45,000 -61%
PG
1106
Pendal Group
Australia
$4.03M -$4.42M -33,271 -53%
BWM
1107
Buckley Wealth Management
Nevada
$4.03M -$82.3K -620 -2%
OSAM
1108
O'Shaughnessy Asset Management
Connecticut
$4.02M +$1.09M +8,241 +40%
CIA
1109
Covington Investment Advisors
Pennsylvania
$3.99M
SW
1110
SkyOak Wealth
Michigan
$3.99M -$93.7K -706 -2%
TC
1111
Telemus Capital
Michigan
$3.98M +$401K +3,017 +12%
RBFC
1112
Roman Butler Fullerton & Co
Missouri
$3.98M +$7.04K +53 +0.2%
GLA
1113
Great Lakes Advisors
Illinois
$3.96M -$90.1K -679 -2%
SL
1114
Summitry LLC
California
$3.96M -$139K -1,044 -4%
HS
1115
Horan Securities
United States
$3.95M +$104K +782 +3%
GCM
1116
Gables Capital Management
Florida
$3.95M -$39.8K -300 -1%
DAS
1117
Dynamic Advisor Solutions
Arizona
$3.94M -$10.4K -78 -0.3%
MI
1118
Markston International
New York
$3.92M -$875K -6,589 -19%
AAM
1119
Auxier Asset Management
Oregon
$3.9M -$14.6K -110 -0.4%
PP
1120
Patten & Patten
Tennessee
$3.9M -$215K -1,616 -5%
RIL
1121
Rothschild Investment LLC
Illinois
$3.9M +$119K +899 +3%
SLA
1122
Silver Lake Advisory
Utah
$3.89M -$84.7K -638 -2%
ESBC
1123
E.S. Barr & Co
Kentucky
$3.88M -$48.1K -362 -1%
OSNBOA
1124
Old Second National Bank of Aurora
Illinois
$3.88M -$88.3K -665 -2%
PFS
1125
Physicians Financial Services
North Carolina
$3.87M -$24.6K -185 -0.7%

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.