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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
EWM
1876
Elmwood Wealth Management
California
$1.08M
ANB
1877
Amarillo National Bank
Texas
$1.08M -$30.7K -231 -3%
SWA
1878
SFMG Wealth Advisors
Texas
$1.08M +$316K +2,382 +44%
EAM
1879
Evanson Asset Management
California
$1.07M +$266 +2 +0%
CSWG
1880
Cardinal Strategic Wealth Guidance
Kentucky
$1.07M -$10.8K -81 -1%
WFA
1881
Wade Financial Advisory
California
$1.07M
BCM
1882
Breiter Capital Management
Florida
$1.07M
IF
1883
Intrua Financial
Texas
$1.06M -$203K -1,532 -17%
HPWM
1884
Highland Private Wealth Management
Washington
$1.06M +$109K +819 +12%
PLFAM
1885
Pineno Levin & Ford Asset Management
Virginia
$1.06M
SFG
1886
SNS Financial Group
Minnesota
$1.05M +$2.12K +16 +0.2%
FGA
1887
Fortis Group Advisors
New Jersey
$1.05M +$1.01M +7,579 New
RCA
1888
Ranch Capital Advisors
Florida
$1.05M -$111K -833 -10%
DA
1889
Detalus Advisors
Missouri
$1.05M +$30.4K +229 +3%
MFW
1890
Meristem Family Wealth
Minnesota
$1.05M
MWP
1891
Moller Wealth Partners
$1.04M -$23.4K -176 -2%
WQ
1892
Wealth Quarterback
New Jersey
$1.04M
SGK
1893
Steigerwald Gordon & Koch
Virginia
$1.04M +$132K +997 +15%
CA
1894
Calton & Associates
Florida
$1.04M -$22.6K -170 -2%
PIMG
1895
Patriot Investment Management Group
Tennessee
$1.04M -$22.4K -169 -2%
JWM
1896
Jeppson Wealth Management
California
$1.04M +$992K +7,469 New
LC
1897
Lavaca Capital
Texas
$1.04M +$146K +1,100 +17%
CIM
1898
CCLA Investment Management
United Kingdom
$1.04M +$991K +7,462 New
SL
1899
Savior LLC
Massachusetts
$1.03M -$18.1K -136 -2%
WIS
1900
Wright Investors Service
Connecticut
$1.03M +$19.5K +147 +2%

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.