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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
MIAS
1401
Mason Investment Advisory Services
Virginia
$2.47M
RM
1402
Resource Management
Louisiana
$2.47M -$5.04K -38 -0.2%
RP
1403
Riverbridge Partners
Minnesota
$2.47M -$87K -655 -4%
FMTC
1404
Farmers & Merchants Trust Company
California
$2.47M +$134K +1,012 +6%
KP
1405
Keel Point
Alabama
$2.46M +$180K +1,355 +8%
AOWM
1406
Alpha Omega Wealth Management
Virginia
$2.46M -$24.8K -187 -1%
CT
1407
Chicago Trust
Illinois
$2.45M -$12.3K -93 -0.5%
VCM
1408
Vigilant Capital Management
Maine
$2.44M -$158K -1,189 -6%
LFA
1409
Lighthouse Financial Advisors
Maryland
$2.44M +$137K +1,031 +6%
SWRP
1410
Summit Wealth & Retirement Planning
California
$2.44M -$34K -256 -1%
JWA
1411
JFS Wealth Advisors
Pennsylvania
$2.44M +$2.12K +16 +0.1%
EWA
1412
Exencial Wealth Advisors
Oklahoma
$2.44M +$235K +1,767 +11%
EHWM
1413
Eads & Heald Wealth Management
Georgia
$2.43M -$283K -2,130 -11%
LFG
1414
LifePlan Financial Group
Ohio
$2.43M +$56.3K +424 +2%
JIP
1415
Jaffetilchin Investment Partners
Florida
$2.42M -$51.4K -387 -2%
ECM
1416
Evergreen Capital Management
Washington
$2.42M +$57K +429 +3%
KIG
1417
Kessler Investment Group
Indiana
$2.41M -$31.7K -239 -1%
CPIG
1418
Chicago Partners Investment Group
Illinois
$2.41M -$86.4K -651 -4%
WIM
1419
Waverton Investment Management
United Kingdom
$2.41M -$85.6K -645 -4%
CAAS
1420
Capital Asset Advisory Services
Michigan
$2.41M -$1.11M -8,395 -33%
WOC
1421
West Oak Capital
California
$2.41M -$116K -870 -5%
CBT
1422
Central Bank & Trust
Kentucky
$2.39M +$286K +2,156 +14%
CGA
1423
Crescent Grove Advisors
Illinois
$2.39M -$104K -785 -4%
SCM
1424
SOL Capital Management
Maryland
$2.39M -$23.9K -180 -1%
AA
1425
Altman Advisors
Illinois
$2.39M +$33.5K +252 +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.