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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
WWM
1701
Windsor Wealth Management
Indiana
$1.49M +$170K +1,279 +14%
CQS
1702
Credential Qtrade Securities
$1.48M -$43.9K -331 -3%
PIM
1703
Profit Investment Management
Maryland
$1.48M -$90.9K -685 -6%
WFM
1704
Wolff Financial Management
Michigan
$1.48M +$72.1K +543 +5%
DHFB
1705
Dixon Hubard Feinour & Brown
Virginia
$1.48M -$13.3K -100 -0.9%
IP
1706
Isthmus Partners
Wisconsin
$1.48M -$13.3K -100 -0.9%
WP
1707
WealthSource Partners
California
$1.47M -$5.04K -38 -0.4%
ONST
1708
Old North State Trust
North Carolina
$1.47M -$1.02M -7,685 -42%
MG
1709
Mather Group
Illinois
$1.47M -$164K -1,233 -10%
TWA
1710
TCI Wealth Advisors
Arizona
$1.46M -$10.8K -81 -0.8%
CIM
1711
CIM Investment Management
Pennsylvania
$1.46M -$716K -5,394 -34%
AIM
1712
Aspen Investment Management
Michigan
$1.46M -$17.3K -130 -1%
CWM
1713
Chronos Wealth Management
Florida
$1.45M -$1.99K -15 -0.1%
EWM
1714
Evermay Wealth Management
Virginia
$1.45M -$9.16K -69 -0.7%
SWIG
1715
Strategic Wealth Investment Group
Kentucky
$1.45M +$218K +1,645 +19%
SWMG
1716
Strategic Wealth Management Group
Maryland
$1.45M +$19.9K +150 +1%
WAG
1717
Winthrop Advisory Group
Massachusetts
$1.45M +$29.9K +225 +2%
SWP
1718
Strategic Wealth Partners
Ohio
$1.45M -$140K -1,055 -9%
GLA
1719
Good Life Advisors
Pennsylvania
$1.44M +$14.5K +109 +1%
HI
1720
Hudock Inc
Pennsylvania
$1.44M +$45.5K +343 +3%
MMA
1721
Miracle Mile Advisors
California
$1.44M +$515K +3,879 +60%
SAM
1722
Sawgrass Asset Management
Florida
$1.43M
SDWIA
1723
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$1.43M +$30.1K +227 +2%
AFAS
1724
Acorn Financial Advisory Services
Virginia
$1.43M +$10.9K +82 +0.8%
GP
1725
Greenline Partners
New York
$1.43M

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.