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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
SAM
1251
Summit Asset Management
Tennessee
$3.22M -$69.7K -525 -2%
PAM
1252
Peak Asset Management
Colorado
$3.22M -$116K -872 -4%
HFA
1253
Hoover Financial Advisors
Pennsylvania
$3.21M +$1.95M +14,720 +176%
IWC
1254
Integrated Wealth Concepts
Massachusetts
$3.19M +$107K +809 +4%
BSA
1255
Bull Street Advisors
Georgia
$3.18M +$5.31K +40 +0.2%
PP
1256
PDS Planning
Ohio
$3.18M +$48.5K +365 +2%
SIM
1257
Stratos Investment Management
Ohio
$3.17M +$5.58K +42 +0.2%
CFMC
1258
Curbstone Financial Management Corp
New Hampshire
$3.15M -$33.2K -250 -1%
CIP
1259
Convergence Investment Partners
Florida
$3.14M -$1M -7,545 -25%
MCWS
1260
McKinley Carter Wealth Services
West Virginia
$3.14M +$70.4K +530 +2%
NL
1261
NWAM LLC
Washington
$3.14M -$122K -919 -4%
NMIFOAC
1262
National Mutual Insurance Federation of Agricultural Cooperatives
Japan
$3.11M
IAIM
1263
International Assets Investment Management
Florida
$3.11M -$190K -1,428 -6%
BCFS
1264
Butensky & Cohen Financial Security
Florida
$3.11M -$102K -771 -3%
AFM
1265
Abbot Financial Management
Massachusetts
$3.1M -$14.5K -109 -0.5%
UWPG
1266
Ullmann Wealth Partners Group
Florida
$3.1M -$181K -1,365 -6%
BCM
1267
Brooktree Capital Management
Michigan
$3.09M -$37.8K -285 -1%
TSWM
1268
Triangle Securities Wealth Management
North Carolina
$3.09M -$93.7K -706 -3%
NIA
1269
Northstar Investment Advisors
Colorado
$3.08M -$589K -4,435 -17%
MCM
1270
Maple Capital Management
Vermont
$3.08M +$39K +294 +1%
EI
1271
Ethic Inc
New York
$3.08M +$124K +933 +4%
DTC
1272
Davidson Trust Company
Washington
$3.08M +$14.5K +109 +0.5%
SC
1273
Searle & Co
Connecticut
$3.07M
WBC
1274
West Branch Capital
Massachusetts
$3.07M +$38.4K +289 +1%
AWM
1275
Altus Wealth Management
Kentucky
$3.05M -$80.2K -604 -3%

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.