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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
HIA
1301
Harbor Investment Advisory
Maryland
$2.9M +$53.8K +405 +2%
AF
1302
Aldebaran Financial
$2.89M -$43.3K -326 -2%
BOTW
1303
Bank of the West
California
$2.89M +$272K +2,048 +11%
CG
1304
CFO4Life Group
Texas
$2.88M -$39.8K -300 -1%
CGL
1305
Clarius Group LLC
Washington
$2.88M +$10.8K +81 +0.4%
CL
1306
Choreo LLC
Illinois
$2.87M +$3.45K +26 +0.1%
TBNY
1307
Trustco Bank (New York)
New York
$2.86M -$19.9K -150 -0.7%
BMA
1308
Brooks Moore & Associates
Tennessee
$2.86M +$72.6K +547 +3%
CNC
1309
Citizens & Northern Corp
Pennsylvania
$2.86M +$726K +5,467 +36%
SIMM
1310
Stillwater Investment Management (Minnesota)
Minnesota
$2.85M +$5.71K +43 +0.2%
AP
1311
Atwood & Palmer
Missouri
$2.84M
AHB
1312
Abner Herrman & Brock
New Jersey
$2.84M +$95.5K +719 +4%
BFA
1313
Beaumont Financial Advisors
Massachusetts
$2.84M -$77.9K -587 -3%
CCI
1314
Columbus Circle Investors
$2.82M -$7.64M -57,555 -74%
JDR
1315
Jay D. Rosenbaum
$2.82M -$92K -693 -3%
ADL
1316
Asset Dedication LLC
California
$2.82M +$520K +3,918 +24%
BHA
1317
Beech Hill Advisors
New York
$2.81M -$85K -640 -3%
MC
1318
Middleton & Co
Massachusetts
$2.81M -$49.8K -375 -2%
ETI
1319
Enterprise Trust & Investment
California
$2.8M -$19.9K -150 -0.7%
MWM
1320
Mattern Wealth Management
Kansas
$2.8M -$53.5K -403 -2%
SIAP
1321
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$2.79M -$2.12K -16 -0.1%
CWM
1322
Calamos Wealth Management
Illinois
$2.79M -$25.2K -190 -0.9%
CFFP
1323
Center for Financial Planning
Michigan
$2.79M
AW
1324
ACG Wealth
Georgia
$2.79M +$73.3K +552 +3%
JFA
1325
Johanson Financial Advisors
California
$2.79M +$30.7K +231 +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.