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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
MMG
1601
Monetary Management Group
Missouri
$1.8M -$53.1K -400 -3%
PFBT
1602
Parkside Financial Bank & Trust
Missouri
$1.8M -$77.3K -582 -4%
DCM
1603
Donaldson Capital Management
Indiana
$1.8M -$18.5K -139 -1%
FFS
1604
Founders Financial Securities
Maryland
$1.8M -$1.13M -8,537 -40%
MFWM
1605
Motley Fool Wealth Management
Virginia
$1.8M +$85K +640 +5%
PMFA
1606
Plante Moran Financial Advisors
Michigan
$1.8M -$67.2K -506 -4%
AAMU
1607
AEGON Asset Management (UK)
United Kingdom
$1.8M +$118K +887 +7%
JSL
1608
JT Stratford LLC
Georgia
$1.79M +$156K +1,175 +10%
HCM
1609
Highlander Capital Management
New Jersey
$1.79M +$26.6K +200 +2%
CAS
1610
Cascadia Advisory Services
Oregon
$1.79M +$1.38M +10,383 +412%
BFC
1611
Blue Fin Capital
Rhode Island
$1.79M -$101K -764 -6%
BCA
1612
Biltmore Capital Advisors
New Jersey
$1.78M -$2.92K -22 -0.2%
OL
1613
Optas LLC
Texas
$1.78M +$382K +2,878 +29%
IIA
1614
ICW Investment Advisors
Arizona
$1.78M +$17.9K +135 +1%
AAA
1615
Adams Asset Advisors
Texas
$1.77M
WCAMG
1616
Woodard & Company Asset Management Group
North Carolina
$1.77M +$67.6K +509 +4%
DBG
1617
De Burlo Group
Massachusetts
$1.77M +$108K +810 +7%
HFAS
1618
Hummer Financial Advisory Services
Illinois
$1.77M
PG
1619
Patten Group
Tennessee
$1.76M -$50.2K -378 -3%
RCM
1620
RNC Capital Management
California
$1.76M -$6.64K -50 -0.4%
APWM
1621
Atlas Private Wealth Management
New York
$1.76M +$277K +2,084 +20%
DL
1622
DOHJ LLC
Washington
$1.76M +$1.59K +12 +0.1%
SWA
1623
Sutton Wealth Advisors
Florida
$1.76M +$6.77K +51 +0.4%
COF
1624
Capital One Financial
Virginia
$1.75M -$327K -2,461 -16%
CCG
1625
Ceeto Capital Group
Florida
$1.75M

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.