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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
AF
1326
Ally Financial
Michigan
$2.78M
SACTSONJ
1327
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$2.78M
DAC
1328
Dividend Assets Capital
South Carolina
$2.77M -$13.3K -100 -0.5%
AWM
1329
Avior Wealth Management
Nebraska
$2.77M +$216K +1,629 +8%
ACS
1330
Archford Capital Strategies
Illinois
$2.75M -$186K -1,401 -7%
CB
1331
CNB Bank
Pennsylvania
$2.75M +$8.89K +67 +0.3%
IB
1332
Intrust Bank
Kansas
$2.75M -$29.5K -222 -1%
NFG
1333
Next Financial Group
Texas
$2.74M -$520K -3,917 -17%
APW
1334
Aurora Private Wealth
New Jersey
$2.73M +$16.5K +124 +0.6%
FI
1335
Fosun International
China
$2.72M +$2.06M +15,511 +375%
TMAM
1336
Tokio Marine Asset Management
Japan
$2.72M +$241K +1,814 +10%
BAM
1337
Blueshift Asset Management
New Jersey
$2.72M +$2.6M +19,573 New
WANY
1338
Wealthspire Advisors (New York)
New York
$2.72M +$101K +763 +4%
CFG
1339
Cooper Financial Group
California
$2.72M +$76.1K +573 +3%
PWP
1340
Principle Wealth Partners
Connecticut
$2.71M -$40.8K -307 -2%
HI
1341
HBK Investments
Texas
$2.69M +$2.57M +19,364 New
EWM
1342
Empirical Wealth Management
Washington
$2.69M -$663K -4,996 -21%
CCWA
1343
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$2.69M -$18.7K -141 -0.7%
ABP
1344
Arthur B. Page
$2.69M -$2.65K -20 -0.1%
SCP
1345
Sandhill Capital Partners
New York
$2.68M +$42.1K +317 +2%
PL
1346
Perpetual Ltd
Australia
$2.68M
NAM
1347
NorthCoast Asset Management
Connecticut
$2.67M +$849K +6,394 +50%
TNB
1348
Thomasville National Bank
Georgia
$2.67M -$94K -708 -4%
ST
1349
Somerset Trust
Pennsylvania
$2.67M +$70.9K +534 +3%
HJGA
1350
Hardman Johnston Global Advisors
Connecticut
$2.67M

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.