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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
AHC
1126
Adell Harriman & Carpenter
Texas
$3.87M -$30.3K -228 -0.8%
IWA
1127
Inspirion Wealth Advisors
Illinois
$3.87M +$1.06K +8 +0%
COI
1128
Connable Office Inc
Michigan
$3.87M -$230K -1,735 -6%
DWM
1129
Darwin Wealth Management
Florida
$3.87M -$48.5K -365 -1%
WPW
1130
Waldron Private Wealth
Pennsylvania
$3.87M +$178K +1,338 +5%
VAS
1131
Vestmark Advisory Solutions
Massachusetts
$3.86M -$115K -868 -3%
OPS
1132
Orion Portfolio Solutions
Nebraska
$3.86M -$217K -1,634 -6%
KFGK
1133
Keystone Financial Group (Kentucky)
Kentucky
$3.85M +$90.1K +679 +3%
NIC
1134
Northwest Investment Counselors
Oregon
$3.85M -$43K -324 -1%
CIAS
1135
Capital Investment Advisory Services
North Carolina
$3.85M -$161K -1,209 -4%
HCA
1136
Horan Capital Advisors
Ohio
$3.84M -$42.1K -317 -1%
RWM
1137
RBA Wealth Management
California
$3.83M -$346K -2,603 -9%
BO
1138
Bank OZK
Arkansas
$3.83M -$188K -1,415 -5%
FB
1139
Fulton Bank
Pennsylvania
$3.83M -$564K -4,248 -13%
SCM
1140
Stonebridge Capital Management
California
$3.83M
RFM
1141
Royal Fund Management
Florida
$3.83M +$868K +6,538 +31%
CCA
1142
Checchi Capital Advisers
California
$3.83M -$23.2K -175 -0.6%
ECG
1143
Edge Capital Group
Georgia
$3.82M +$22.3K +168 +0.6%
NP
1144
NorthRock Partners
Minnesota
$3.81M -$260K -1,957 -7%
PFC
1145
Poplar Forest Capital
California
$3.81M
MCM
1146
Mengis Capital Management
Oregon
$3.81M -$64.7K -487 -2%
UTC
1147
Unified Trust Company
Kentucky
$3.8M -$63.1K -475 -2%
IF
1148
Insight Folios
North Carolina
$3.78M -$140K -1,055 -4%
SFG
1149
SevenBridge Financial Group
Pennsylvania
$3.78M -$2.12K -16 -0.1%
DLA
1150
Douglas Lane & Associates
New York
$3.77M -$144K -1,085 -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.