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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
IA
1376
IndexIQ Advisors
New York
$2.56M +$1.48M +11,153 +154%
PHIMC
1377
Private Harbour Investment Management & Counsel
Ohio
$2.55M -$21.9K -165 -0.9%
SB
1378
Strategic Blueprint
Georgia
$2.55M -$131K -985 -5%
ANRIA
1379
American National Registered Investment Advisor
Texas
$2.54M
AF
1380
Allworth Financial
California
$2.54M +$426K +3,205 +21%
AFS
1381
Access Financial Services
Minnesota
$2.53M -$43.4K -327 -2%
GBT
1382
Grove Bank & Trust
Florida
$2.53M +$5.04K +38 +0.2%
LCM
1383
Leisure Capital Management
California
$2.53M -$32.4K -244 -1%
FI
1384
FormulaFolio Investments
Michigan
$2.53M +$97.6K +735 +4%
HCA
1385
Harbour Capital Advisors
Virginia
$2.53M +$107K +806 +5%
WAOTB
1386
Wealth Advisors of Tampa Bay
Florida
$2.52M -$26.4K -199 -1%
TA
1387
TFG Advisers
Michigan
$2.52M -$17.5K -132 -0.7%
DI
1388
Diligent Investors
California
$2.51M -$77.4K -583 -3%
CWM
1389
Chesapeake Wealth Management
Virginia
$2.51M +$146K +1,097 +6%
AWM
1390
Aries Wealth Management
Maine
$2.5M
CCG
1391
Chatham Capital Group
Georgia
$2.5M +$66.4K +500 +3%
P
1392
Pitcairn
Pennsylvania
$2.5M +$100K +753 +4%
OAM
1393
Oak Asset Management
California
$2.5M -$4.51K -34 -0.2%
IAS
1394
Investment Advisory Services
Texas
$2.49M +$18.2K +137 +0.8%
PPSG
1395
Princeton Portfolio Strategies Group
New Jersey
$2.48M -$21.8K -164 -0.9%
DGHMC
1396
Dalton, Greiner, Hartman, Maher & Co
New York
$2.48M -$1.42M -10,726 -38%
ARMT
1397
Amica Retiree Medical Trust
Rhode Island
$2.48M
SCA
1398
Stokes Capital Advisors
South Carolina
$2.48M +$408K +3,073 +21%
SIC
1399
Sigma Investment Counselors
Michigan
$2.48M -$2.21M -16,651 -48%
HIM
1400
Harbour Investment Management
Washington
$2.48M +$7.97K +60 +0.3%

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.