We are live on ! Find out more
PG icon

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
WAP
1576
Wealthcare Advisory Partners
Pennsylvania
$1.86M -$9.82K -74 -0.6%
ATWA
1577
Arbor Trust Wealth Advisors
Michigan
$1.86M -$15.4K -116 -0.9%
CAW
1578
Cornerstone Advisors (Washington)
Washington
$1.86M +$33.7K +254 +2%
RWM
1579
Ritholtz Wealth Management
New York
$1.85M +$344K +2,591 +24%
AAM
1580
AMI Asset Management
California
$1.85M +$553K +4,168 +45%
BJL
1581
Brighton Jones LLC
Washington
$1.85M +$101K +757 +6%
OC
1582
Oakworth Capital
Alabama
$1.85M +$1.73K +13 +0.1%
WGCA
1583
Wolf Group Capital Advisors
Virginia
$1.85M +$1.77M +13,317 New
HFA
1584
HC Financial Advisors
California
$1.85M -$60.7K -457 -3%
WG
1585
Watchman Group
Texas
$1.84M -$25.2K -190 -1%
PA
1586
Procyon Advisors
Connecticut
$1.84M +$1.99K +15 +0.1%
WAS
1587
Wealth Advisory Solutions
Indiana
$1.84M -$46.6K -351 -3%
TGAM
1588
TBH Global Asset Management
Tennessee
$1.84M +$266 +2 +0%
FFC
1589
First Financial Corp
Indiana
$1.84M +$20.2K +152 +1%
FMB
1590
Field & Main Bank
Kentucky
$1.83M +$6.64K +50 +0.4%
MC
1591
Martin & Co
Tennessee
$1.83M +$11.3K +85 +0.6%
BPA
1592
Beacon Pointe Advisors
California
$1.82M -$197K -1,486 -10%
SFS
1593
Summit Financial Strategies
Ohio
$1.82M +$299K +2,252 +21%
EMPI
1594
Elo Mutual Pension Insurance
Finland
$1.82M +$1.74M +13,076 New
RWA
1595
Redhawk Wealth Advisors
Minnesota
$1.82M +$299K +2,252 +21%
KJWM
1596
Kiley Juergens Wealth Management
Washington
$1.81M -$189K -1,427 -10%
CCM
1597
CAAS Capital Management
New York
$1.81M +$1.73M +13,050 New
IDBONY
1598
Israel Discount Bank of New York
New York
$1.81M +$456K +3,437 +36%
MCM
1599
Marathon Capital Management
Maryland
$1.81M -$36.1K -272 -2%
SIS
1600
Sound Income Strategies
Florida
$1.81M -$298K -2,243 -15%

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.