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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
BFC
1676
Bedel Financial Consulting
Indiana
$1.56M -$58.3K -439 -4%
EFSCE
1677
Enterprise Financial Services Corp (EFSC)
Missouri
$1.56M -$27K -203 -2%
CMO
1678
Covenant Multifamily Offices
Texas
$1.55M -$83.4K -628 -5%
TNA
1679
True North Advisors
Texas
$1.55M -$4.15M -31,263 -74%
DAM
1680
Diamant Asset Management
Connecticut
$1.54M -$62.1K -468 -4%
Verition Fund Management
1681
Verition Fund Management
Connecticut
$1.54M -$2.57M -19,349 -64%
WPC
1682
White Pine Capital
Minnesota
$1.53M -$19.8K -149 -1%
BCMIO
1683
Beacon Capital Management Inc (Ohio)
Ohio
$1.53M +$4.91K +37 +0.3%
NAM
1684
Nexpoint Asset Management
Texas
$1.53M
MOS
1685
MGO One Seven
Ohio
$1.52M +$18.2K +137 +1%
IWP
1686
Icon Wealth Partners
Texas
$1.51M -$576K -4,340 -28%
SP
1687
Successful Portfolios
Florida
$1.51M +$2.65K +20 +0.2%
TW
1688
Transform Wealth
Colorado
$1.51M -$47.8K -360 -3%
KWA
1689
KCS Wealth Advisory
California
$1.51M -$31.7K -239 -2%
OWP
1690
Obermeyer Wealth Partners
Colorado
$1.51M +$212K +1,600 +17%
GWMIA
1691
Global Wealth Management Investment Advisory
Florida
$1.51M -$548K -4,129 -28%
HIIFS
1692
Harel Insurance Investments & Financial Services
Israel
$1.5M +$1.02M +7,699 +246%
BIA
1693
Bigelow Investment Advisors
Maine
$1.5M -$398 -3 -0%
TA
1694
Townsend & Associates
Colorado
$1.5M -$298K -2,248 -18%
SA
1695
Strategic Advisors
New York
$1.5M -$32.5K -245 -2%
TWM
1696
Titus Wealth Management
California
$1.5M +$41.3K +311 +3%
FP
1697
Fiduciary Planning
Florida
$1.5M +$89K +670 +7%
AIM
1698
Avity Investment Management
Connecticut
$1.49M +$24.4K +184 +2%
JHCP
1699
Jackson Hole Capital Partners
Oklahoma
$1.49M +$8.63K +65 +0.6%
WA1
1700
Wimmer Associates 1
California
$1.49M +$133 +1 +0%

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.