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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
SMFG
1526
Sumitomo Mitsui Financial Group
Japan
$2.07M +$183K +1,381 +10%
GAG
1527
GM Advisory Group
New York
$2.06M
TWP
1528
Total Wealth Planning
Ohio
$2.06M -$51.5K -388 -3%
HH
1529
Hilltop Holdings
Texas
$2.05M -$6.24K -47 -0.3%
BMC
1530
Benin Management Corp
Connecticut
$2.05M -$39.8K -300 -2%
WIC
1531
Willis Investment Counsel
Georgia
$2.04M -$6.01M -45,300 -76%
OTPPB
1532
Ontario Teachers' Pension Plan Board
Ontario, Canada
$2.04M -$837K -6,302 -30%
OFG
1533
Oxford Financial Group
Indiana
$2.04M +$133 +1 +0%
VCAM
1534
Van Cleef Asset Management
Ohio
$2.04M -$310K -2,335 -14%
FSA
1535
Fort Sheridan Advisors
Illinois
$2.04M +$1.73K +13 +0.1%
FDS
1536
Freedom Day Solutions
Texas
$2.03M -$28.8K -217 -1%
BKA
1537
Brick & Kyle Associates
Pennsylvania
$2.03M -$8.36K -63 -0.4%
VWM
1538
Venturi Wealth Management
Texas
$2.02M -$321K -2,417 -14%
MCIA
1539
Mountain Capital Investment Advisors
Colorado
$2.02M +$1.86M +13,999 New
HDIM
1540
Hanson & Doremus Investment Management
Vermont
$2.02M -$26.4K -199 -1%
BOPW
1541
Brandywine Oak Private Wealth
Pennsylvania
$2.01M -$106K -799 -5%
SAM
1542
S.A. Mason
Michigan
$2.01M -$14.9K -112 -0.8%
SM
1543
Sciencast Management
New Jersey
$2.01M -$1.3M -9,809 -41%
BCMO
1544
Buckingham Capital Management (Ohio)
Ohio
$2M -$59.7K -450 -3%
SHA
1545
Seneca House Advisors
Virginia
$1.99M +$58.2K +438 +3%
DIP
1546
DT Investment Partners
Pennsylvania
$1.99M -$210K -1,580 -10%
LSAG
1547
Lake Street Advisors Group
New Hampshire
$1.98M +$52.8K +398 +3%
RMAM
1548
Raab & Moskowitz Asset Management
New Jersey
$1.98M -$43.8K -330 -2%
BWM
1549
Baystate Wealth Management
Massachusetts
$1.98M +$78.7K +593 +4%
VVP
1550
Venture Visionary Partners
Ohio
$1.97M +$78.1K +588 +4%

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.