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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
FFA
1201
First Foundation Advisors
California
$3.47M +$55.8K +420 +2%
MPIA
1202
Mountain Pacific Investment Advisers
Idaho
$3.47M -$325K -2,450 -9%
CYG
1203
Clean Yield Group
Vermont
$3.46M +$4.51K +34 +0.1%
DI
1204
DAGCO Inc
Ohio
$3.46M +$129K +968 +4%
NCM
1205
Northwest Capital Management
Oregon
$3.44M
AAM
1206
Azzad Asset Management
Virginia
$3.44M +$61.6K +464 +2%
MBT
1207
Montecito Bank & Trust
California
$3.44M -$79.7K -600 -2%
WCA
1208
Waratah Capital Advisors
Ontario, Canada
$3.44M +$3.28M +24,717 New
GVAG
1209
Great Valley Advisor Group
Delaware
$3.43M -$751K -5,659 -19%
AI
1210
Atom Investors
Texas
$3.42M -$5.97M -44,960 -65%
EH
1211
Equitable Holdings
New York
$3.42M +$122K +917 +4%
GC
1212
Grimes & Company
Massachusetts
$3.41M +$11.8K +89 +0.4%
MWM
1213
Mission Wealth Management
California
$3.4M +$87.8K +661 +3%
HAS
1214
HBW Advisory Services
California
$3.4M +$419K +3,154 +15%
VCA
1215
Verdence Capital Advisors
Maryland
$3.4M -$9.69K -73 -0.3%
LOAMS
1216
Lombard Odier Asset Management (Switzerland)
Switzerland
$3.4M -$199K -1,501 -6%
IFAM
1217
Institutional & Family Asset Management
Colorado
$3.39M -$646K -4,865 -17%
OCM
1218
Osterweis Capital Management
California
$3.39M -$43.1K -325 -1%
6M
1219
6 Meridian
Kansas
$3.38M -$654K -4,927 -17%
LSA
1220
L & S Advisors
California
$3.38M -$3.79M -28,563 -54%
RFA
1221
Reilly Financial Advisors
California
$3.36M -$171K -1,289 -5%
GIM
1222
Guardian Investment Management
California
$3.36M -$134K -1,008 -4%
PCM
1223
Penserra Capital Management
California
$3.35M +$1.88M +14,141 +141%
LPIC
1224
LeJeune Puetz Investment Counsel
Michigan
$3.35M
DA
1225
Dillon & Associates
Michigan
$3.35M -$34.7K -261 -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.