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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
MWNA
1451
Marshall Wace North America
New York
$2.31M -$85.5M -644,237 -97%
GG
1452
Gleason Group
Kentucky
$2.31M -$13.8K -104 -0.6%
FC
1453
Ferris Capital
Massachusetts
$2.31M +$16.2K +122 +0.7%
PB
1454
Pinnacle Bancorp
Nebraska
$2.3M -$9.16K -69 -0.4%
DIA
1455
Dana Investment Advisors
Wisconsin
$2.3M -$1.81M -13,601 -45%
JC
1456
Joho Capital
New York
$2.3M +$2.2M +16,550 New
RPWA
1457
Regent Peak Wealth Advisors
Georgia
$2.29M +$10.1K +76 +0.5%
KPW
1458
Kore Private Wealth
New York
$2.29M +$51.4K +387 +2%
AWA
1459
Arete Wealth Advisors
Illinois
$2.28M +$106K +797 +5%
BE
1460
Bonness Enterprises
District of Columbia
$2.28M
NB
1461
Nicolet Bankshares
Wisconsin
$2.27M +$352K +2,650 +19%
HCM
1462
Hall Capital Management
Rhode Island
$2.27M -$43.1K -325 -2%
PCG
1463
Private Capital Group
Connecticut
$2.26M +$57.9K +436 +3%
EIM
1464
Essex Investment Management
Massachusetts
$2.26M -$86.8K -654 -4%
FMLI
1465
Fukoku Mutual Life Insurance
Japan
$2.25M -$531K -4,000 -20%
TVAMP
1466
Tennessee Valley Asset Management Partners
Tennessee
$2.25M +$26K +196 +1%
DWM
1467
Dakota Wealth Management
Florida
$2.25M +$35.8K +270 +2%
VCM
1468
Virtue Capital Management
Tennessee
$2.25M -$939K -7,070 -30%
GRP
1469
Global Retirement Partners
California
$2.24M +$196K +1,480 +10%
HWA
1470
HCR Wealth Advisors
California
$2.24M -$4.91K -37 -0.2%
KA
1471
Kovack Advisors
Florida
$2.24M +$126K +950 +6%
WI
1472
WBI Investments
New Jersey
$2.23M -$12.6M -94,736 -85%
FNT
1473
First Nebraska Trust
Nebraska
$2.23M -$288K -2,166 -12%
WP
1474
WealthShield Partners
North Carolina
$2.23M +$69.4K +523 +3%
NSB
1475
Norway Savings Bank
Maine
$2.23M -$37.8K -285 -2%

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.