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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
HVIA
1176
Hudson Valley Investment Advisors
New York
$3.65M -$220K -1,654 -6%
HIP
1177
Harrell Investment Partners
Texas
$3.64M +$38.6K +291 +7%
LG
1178
LaFleur & Godfrey
Michigan
$3.63M +$797 +6 +0%
S
1179
Surevest
California
$3.63M +$111K +835 +3%
SMC
1180
Smith, Moore & Co
Missouri
$3.63M +$946K +7,127 +38%
HFBOT
1181
Home Federal Bank of Tennessee
Tennessee
$3.63M -$5.31K -40 -0.2%
SCM
1182
Schnieders Capital Management
California
$3.62M +$12.3K +93 +0.4%
CC
1183
Cornerstone Capital
California
$3.61M
MAM
1184
Meeder Asset Management
Ohio
$3.59M -$6.77K -51 -0.2%
FIM
1185
Freedom Investment Management
Connecticut
$3.58M +$141K +1,062 +4%
B
1186
Bellecapital
Switzerland
$3.58M +$1.29M +9,685 +60%
WCM
1187
Wallace Capital Management
Texas
$3.57M +$2.92K +22 +0.1%
BAS
1188
Brown Advisory Securities
Maryland
$3.55M -$2.14M -16,098 -39%
FPCG
1189
Fort Pitt Capital Group
Pennsylvania
$3.55M -$232K -1,745 -6%
GC
1190
Gratus Capital
Georgia
$3.54M -$339K -2,557 -9%
CS
1191
Comerica Securities
Michigan
$3.53M -$192K -1,447 -5%
NFC
1192
Northeast Financial Consultants
Connecticut
$3.53M -$1.06M -7,988 -24%
JCM
1193
Jag Capital Management
Missouri
$3.53M -$7.13M -53,681 -68%
WPA
1194
Winning Points Advisors
Florida
$3.53M -$531K -4,000 -14%
OCM
1195
Orleans Capital Management
Louisiana
$3.51M -$13.3K -100 -0.4%
BCM
1196
Boltwood Capital Management
California
$3.5M -$7.97K -60 -0.2%
TC
1197
Truvestments Capital
Florida
$3.5M -$595K -4,478 -15%
ICP
1198
Ironvine Capital Partners
Nebraska
$3.49M
MRCM
1199
M&R Capital Management
New Jersey
$3.48M -$13.3K -100 -0.4%
BRWM
1200
B. Riley Wealth Management
Tennessee
$3.48M -$1.71M -12,873 -34%

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.