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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
CWM
1226
CMH Wealth Management
New Hampshire
$3.34M +$275K +2,072 +9%
PAM
1227
Paradigm Asset Management
New York
$3.32M -$518K -3,900 -14%
FC
1228
FORA Capital
Florida
$3.32M +$3.17M +23,884 New
GWM
1229
Gray Wealth Management
Maine
$3.3M +$75.5K +569 +2%
CCM
1230
Cadence Capital Management
Massachusetts
$3.29M -$1.01M -7,581 -24%
TI
1231
Truehand Inc
New Hampshire
$3.29M -$23.5K -177 -0.7%
GL
1232
Graypoint LLC
New York
$3.28M +$43.5K +328 +1%
NIM
1233
Nicollet Investment Management
Minnesota
$3.28M +$41.6K +313 +1%
PBO
1234
Peoples Bank (Ohio)
Ohio
$3.28M -$173K -1,300 -5%
PWMAG
1235
Pinnacle Wealth Management Advisory Group
New Jersey
$3.27M -$118K -889 -4%
DFA
1236
Delta Financial Advisors
Louisiana
$3.27M -$165K -1,241 -5%
UAS
1237
United Asset Strategies
New York
$3.27M -$82K -618 -3%
HIC
1238
Holderness Investments Company
North Carolina
$3.27M +$73.6K +554 +2%
CHAM
1239
Clear Harbor Asset Management
Connecticut
$3.27M -$11.9K -90 -0.4%
ACP
1240
Aviance Capital Partners
Florida
$3.26M -$6.64K -50 -0.2%
HCA
1241
Heck Capital Advisors
Wisconsin
$3.26M
RA
1242
RFG Advisory
Alabama
$3.26M +$52.3K +394 +2%
IWM
1243
IHT Wealth Management
Illinois
$3.25M +$445K +3,350 +17%
LSV Asset Management
1244
LSV Asset Management
Illinois
$3.24M -$92.9K -700 -3%
YWP
1245
YorkBridge Wealth Partners
New York
$3.24M +$195K +1,472 +7%
BFO
1246
Biltmore Family Office
North Carolina
$3.24M -$400K -3,011 -11%
LOAME
1247
Lombard Odier Asset Management (Europe)
United Kingdom
$3.23M
Wolverine Trading
1248
Wolverine Trading
Illinois
$3.23M +$2.84M +21,402 +1,019%
SIP
1249
Stoneridge Investment Partners
Pennsylvania
$3.22M -$5.39M -40,579 -64%
BCM
1250
Brookmont Capital Management
Texas
$3.22M +$59.6K +449 +2%

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.