We are live on ! Find out more
PG icon

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
T
1826
TOBAM
France
$1.18M +$1.13M +8,505 New
PAS
1827
Partnervest Advisory Services
California
$1.18M +$67.6K +509 +6%
FBC
1828
Fairfield, Bush & Co
Connecticut
$1.18M +$165K +1,243 +17%
1WA
1829
180 Wealth Advisors
Washington
$1.18M +$151K +1,138 +16%
PCM
1830
Peregrine Capital Management
Minnesota
$1.18M +$1.12M +8,464 New
ACG
1831
Allen Capital Group
Nebraska
$1.18M -$34.3K -258 -3%
ZAM
1832
Zevin Asset Management
Massachusetts
$1.18M
AAM
1833
Aureus Asset Management
Massachusetts
$1.17M -$60.9K -459 -5%
LTI
1834
Laffer Tengler Investments
Tennessee
$1.17M +$206K +1,548 +23%
IRAG
1835
Investment Research & Advisory Group
Georgia
$1.17M +$32K +241 +3%
RWA
1836
River Wealth Advisors
Pennsylvania
$1.17M +$92.5K +697 +9%
CIC
1837
Chilton Investment Company
Connecticut
$1.17M +$232K +1,748 +26%
AAS
1838
Annex Advisory Services
Wisconsin
$1.17M +$411K +3,097 +58%
APW
1839
Acima Private Wealth
Virginia
$1.16M
PMA
1840
Prudent Man Advisors
Illinois
$1.16M +$7.17K +54 +0.7%
FCFC
1841
First Commonwealth Financial Corp
Pennsylvania
$1.16M +$116K +876 +12%
HIS
1842
Harvest Investment Services
Illinois
$1.16M -$18.7K -141 -2%
MCP
1843
Mirador Capital Partners
California
$1.16M -$18.7K -141 -2%
MFG
1844
Menard Financial Group
Texas
$1.15M -$37.3K -281 -3%
DFG
1845
Demars Financial Group
Washington
$1.15M +$14.9K +112 +1%
VWM
1846
Vigilare Wealth Management
Arizona
$1.15M -$46.2K -348 -4%
BPCA
1847
Bank Pictet & Cie (Asia)
Singapore
$1.14M +$699K +5,263 +178%
BG
1848
Berry Group
Massachusetts
$1.14M +$40.6K +306 +4%
HI
1849
Harrington Investments
California
$1.14M -$60.3K -454 -5%
EPWM
1850
Essex Private Wealth Management
Massachusetts
$1.14M -$29.6K -223 -3%

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.