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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
DW
1151
Domani Wealth
Pennsylvania
$3.77M +$97.6K +735 +3%
BFG
1152
Barber Financial Group
Kansas
$3.77M +$18.1K +136 +0.5%
WJWM
1153
Williams Jones Wealth Management
New York
$3.76M -$25.5K -192 -0.7%
AIM
1154
Anchor Investment Management
South Carolina
$3.76M +$50.2K +378 +1%
SW
1155
SlateStone Wealth
Florida
$3.76M +$1.38M +10,390 +62%
GBBWRPM
1156
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$3.76M -$8.89K -67 -0.2%
VFM
1157
Viking Fund Management
North Dakota
$3.75M -$2.66M -20,000 -43%
KFBMI
1158
Kentucky Farm Bureau Mutual Insurance
Kentucky
$3.75M
BCM
1159
Brookstone Capital Management
Illinois
$3.75M +$588K +4,430 +20%
SFI
1160
SPC Financial Inc
Maryland
$3.75M -$10.5K -79 -0.3%
PAM
1161
Pegasus Asset Management
New York
$3.73M +$4.65K +35 +0.1%
SAS
1162
Stelac Advisory Services
New York
$3.73M +$127K +957 +4%
CL
1163
CPWM LLC
Washington
$3.72M -$70K -527 -2%
QC
1164
Quadrature Capital
United Kingdom
$3.71M +$3.55M +26,718 New
FHA
1165
Flagship Harbor Advisors
Massachusetts
$3.71M -$20.6K -155 -0.6%
ZCM
1166
Ziegler Capital Management
Illinois
$3.71M -$23.1K -174 -0.6%
SBSB
1167
Sullivan, Bruyette, Speros & Blaney
Virginia
$3.7M +$141K +1,061 +4%
MIC
1168
Means Investment Company
Maine
$3.7M +$395K +2,972 +13%
MA
1169
MCF Advisors
Kentucky
$3.69M -$96.3K -725 -3%
GDP
1170
Great Diamond Partners
Maine
$3.66M +$2.65K +20 +0.1%
MPM
1171
Meritage Portfolio Management
Kansas
$3.66M +$2.86M +21,534 +449%
EWA
1172
EP Wealth Advisors
California
$3.66M -$79K -595 -2%
ACM
1173
Argyle Capital Management
Pennsylvania
$3.65M -$99.6K -750 -3%
OAMG
1174
Odey Asset Management Group
United Kingdom
$3.65M
GIM
1175
Goelzer Investment Management
Indiana
$3.65M -$39.8K -300 -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.