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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
WI
1801
Wintrust Investments
Illinois
$1.25M -$46.3K -349 -4%
PHS
1802
Pekin Hardy Strauss
Illinois
$1.25M -$14.6K -110 -1%
WA
1803
Waverly Advisors
Alabama
$1.24M -$32.4K -244 -3%
GI
1804
Glovista Investments
New Jersey
$1.24M +$439K +3,308 +59%
FC
1805
Financial Consulate
Maryland
$1.24M -$7.97K -60 -0.7%
Rafferty Asset Management
1806
Rafferty Asset Management
New York
$1.24M -$938K -7,066 -44%
PWA
1807
Providence Wealth Advisors
Illinois
$1.22M -$247K -1,861 -17%
CA
1808
Cambridge Advisors
Nebraska
$1.22M -$6.64K -50 -0.6%
CG
1809
Cutler Group
California
$1.22M +$1.09M +8,200 +1,449%
WCM
1810
Weik Capital Management
Pennsylvania
$1.22M
SAM
1811
Secure Asset Management
Michigan
$1.21M -$27.5K -207 -2%
AFM
1812
Andesa Financial Management
Pennsylvania
$1.21M +$263K +1,981 +30%
AFG
1813
Albion Financial Group
Utah
$1.2M
MAM
1814
Morse Asset Management
Connecticut
$1.2M -$13.3K -100 -1%
CBA
1815
Coastal Bridge Advisors
Connecticut
$1.2M +$2.92K +22 +0.3%
ZB
1816
Zions Bancorporation
Utah
$1.2M +$78.1K +588 +7%
EWM
1817
EPG Wealth Management
Georgia
$1.2M +$245K +1,842 +27%
WAM
1818
Wolverine Asset Management
Illinois
$1.2M +$823K +6,197 +255%
HCM
1819
Hodges Capital Management
Texas
$1.2M -$160K -1,203 -12%
VCM
1820
Violich Capital Management
California
$1.2M
TCG
1821
Tremblant Capital Group
Florida
$1.19M -$53.8M -405,521 -98%
CCA
1822
Column Capital Advisors
Indiana
$1.19M -$97.8K -737 -8%
BIAS
1823
Beacon Investment Advisory Services
New Jersey
$1.19M +$2.79K +21 +0.2%
PG
1824
Proffitt & Goodson
Tennessee
$1.19M -$142K -1,069 -11%
KMWM
1825
Keudell/Morrison Wealth Management
Oregon
$1.18M -$48.3K -364 -4%

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.