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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
MMHP
1351
Murphy Middleton Hinkle & Parker
Georgia
$2.66M -$1.84M -13,824 -42%
BPGAM
1352
BTG Pactual Global Asset Management
Bermuda
$2.66M -$2.68M -20,219 -51%
BWAM
1353
Boyd Watterson Asset Management
Ohio
$2.66M +$578K +4,350 +29%
GLLW
1354
Graves Light Lenhart Wealth
Virginia
$2.65M -$20.8K -157 -0.8%
KWMG
1355
King Wealth Management Group
Florida
$2.65M +$605K +4,558 +31%
IC
1356
Inscription Capital
Texas
$2.65M -$26.6K -200 -1%
FBB
1357
Fulton Breakefield Broenniman
Maryland
$2.64M -$10.2K -77 -0.4%
CC
1358
Cedar Capital
Illinois
$2.64M -$12.5K -94 -0.5%
MMPW
1359
Mitchell McLeod Pugh & Williams
Alabama
$2.63M -$86.2K -649 -3%
RWM
1360
RKL Wealth Management
Pennsylvania
$2.62M -$113K -851 -4%
VCM
1361
Vivaldi Capital Management
Illinois
$2.62M -$10.4K -78 -0.4%
GWCM
1362
Godshalk Welsh Capital Management
Pennsylvania
$2.62M +$19.9K +150 +0.8%
SC
1363
Saybrook Capital
North Carolina
$2.61M
CI
1364
CX Institutional
Indiana
$2.61M +$460K +3,466 +23%
JIP
1365
JBJ Investment Partners
South Carolina
$2.61M +$490K +3,694 +24%
GFS
1366
GYL Financial Synergies
Connecticut
$2.61M +$68.2K +514 +3%
WAM
1367
Wakefield Asset Management
Colorado
$2.6M -$136K -1,021 -5%
WGA
1368
Weather Gauge Advisory
Virginia
$2.6M -$98.9K -745 -4%
MFG
1369
MidWestOne Financial Group
Iowa
$2.6M +$908K +6,840 +58%
WPP
1370
Whalerock Point Partners
Rhode Island
$2.6M -$2.49M -18,758 -88%
PP
1371
Pegasus Partners
Wisconsin
$2.59M -$149K -1,126 -6%
TPA
1372
Trivium Point Advisory
Connecticut
$2.58M +$47.1K +355 +2%
PK
1373
Pflug Koory
Nebraska
$2.58M
V
1374
VeraBank
Texas
$2.57M -$59.1K -445 -2%
SSI
1375
Scott & Selber Inc
Texas
$2.57M +$2.23M +16,788 +988%

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.