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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
HCP
1751
Hexagon Capital Partners
Arkansas
$1.36M +$1.3M +9,816 New
EIP
1752
Ellis Investment Partners
Pennsylvania
$1.36M -$57.1K -430 -4%
JFA
1753
JNBA Financial Advisors
Minnesota
$1.36M +$15.1K +114 +1%
BC
1754
Burleson & Co
California
$1.35M +$664 +5 +0.1%
DTL
1755
Dynamic Technology Lab
Singapore
$1.35M +$363K +2,732 +39%
KA
1756
KLCM Advisors
Wisconsin
$1.35M +$13.7K +103 +1%
IFG
1757
Independent Financial Group
California
$1.35M +$74.5K +561 +6%
RA
1758
Rational Advisors
New York
$1.34M -$375K -2,826 -23%
NPF
1759
Norris Perne & French
Michigan
$1.34M +$105K +788 +9%
FMT
1760
First Mercantile Trust
Tennessee
$1.34M -$252K -1,899 -16%
AA
1761
Advisory Alpha
Michigan
$1.33M -$14.9K -112 -1%
SAM
1762
SignalPoint Asset Management
Missouri
$1.33M -$16.2K -122 -1%
SBL
1763
Sargent Bickham Lagudis
Colorado
$1.33M -$3.05K -23 -0.2%
RCA
1764
Resonant Capital Advisors
Wisconsin
$1.33M +$7.3K +55 +0.6%
FA
1765
FMA Advisory
Pennsylvania
$1.32M +$255K +1,924 +25%
MA
1766
Modus Advisors
Minnesota
$1.32M +$275K +2,074 +28%
TC
1767
TAP Consulting
Missouri
$1.32M +$5.18K +39 +0.4%
WA
1768
Wambolt & Associates
Colorado
$1.32M +$74.1K +558 +6%
BFA
1769
Brendel Financial Advisors
New Hampshire
$1.32M +$79.5K +599 +7%
LDFR
1770
Lehman & Derafelo Financial Resources
Pennsylvania
$1.32M
CAM
1771
Cubic Asset Management
Massachusetts
$1.31M -$33.2K -250 -3%
SIC
1772
Samalin Investment Counsel
New York
$1.31M +$107K +806 +9%
CS
1773
Capital Square
Tennessee
$1.31M +$5.58K +42 +0.4%
PCMC
1774
Paragon Capital Management (Colorado)
Colorado
$1.3M -$4.12K -31 -0.3%
SMH
1775
Sanders Morris Harris
Texas
$1.3M +$1.22M +9,170 New

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.