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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
OIS
1276
Okabena Investment Services
Minnesota
$3.05M
MCM
1277
Manchester Capital Management
Vermont
$3.04M +$79.5K +599 +3%
BAM
1278
Belpointe Asset Management
Nevada
$3.04M -$38.8K -292 -1%
AFWM
1279
AMJ Financial Wealth Management
Virginia
$3.04M +$4.12K +31 +0.1%
NED
1280
Nancy E. Dempze
$3.02M +$33.9K +255 +1%
RWP
1281
RWA Wealth Partners
Massachusetts
$3.02M +$209K +1,576 +8%
CAM
1282
Centre Asset Management
New York
$3.02M -$35.8K -270 -1%
NDSI
1283
Newman Dignan & Sheerar Inc
Rhode Island
$3.02M -$6.11K -46 -0.2%
MWM
1284
Minot Wealth Management
Massachusetts
$3.01M +$561K +4,225 +24%
TVWM
1285
Tower View Wealth Management
Wisconsin
$3M +$97.4K +734 +4%
BG
1286
Bollard Group
Massachusetts
$3M +$9.56K +72 +0.3%
ACM
1287
Ayrshire Capital Management
Connecticut
$3M -$21.5K -162 -0.7%
BDF
1288
Balasa Dinverno & Foltz
$2.97M +$433K +3,261 +18%
PWM
1289
Perigon Wealth Management
California
$2.97M +$179K +1,349 +7%
PAMG
1290
Patton Albertson Miller Group
Tennessee
$2.97M -$149K -1,123 -5%
BHBT
1291
Burke & Herbert Bank & Trust
Virginia
$2.96M -$1.2K -9 -0%
AWE
1292
Avidian Wealth Enterprises
Texas
$2.95M +$237K +1,783 +9%
CBB
1293
Citizens Business Bank
California
$2.94M -$120K -901 -4%
CAG
1294
Csenge Advisory Group
Florida
$2.94M -$80.7K -608 -3%
RGC
1295
Roberts, Glore & Co
Illinois
$2.94M -$24.6K -185 -0.9%
VHAM
1296
Van Hulzen Asset Management
California
$2.93M -$61.6K -464 -2%
PL
1297
Plancorp LLC
Missouri
$2.92M -$1.63M -12,289 -37%
GSC
1298
G&S Capital
Colorado
$2.92M -$1.32M -9,943 -32%
FLI
1299
Family Legacy Inc
South Carolina
$2.91M +$25.6K +193 +0.9%
EF
1300
Empirical Finance
Pennsylvania
$2.9M +$577K +4,348 +26%

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.