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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
LWA
1901
Lineweaver Wealth Advisors
Ohio
$1.03M +$88.6K +667 +10%
KC
1902
Kingfisher Capital
North Carolina
$1.02M -$28K -211 -3%
HB
1903
Horizon Bancorp
Indiana
$1.02M +$64K +482 +7%
SWG
1904
Summit Wealth Group
Vermont
$1.01M
CCM
1905
Carlson Capital Management
Minnesota
$1M -$18.6K -140 -2%
TCOO
1906
Trust Company of Oklahoma
Oklahoma
$1M +$957K +7,210 New
HCM
1907
Hollencrest Capital Management
California
$1M
LC
1908
Lincoln Capital
Nebraska
$1M +$8.89K +67 +0.9%
LB
1909
Legacy Bridge
Iowa
$999K -$4.91K -37 -0.5%
WMA
1910
Wealth Management Associates
New Jersey
$998K -$4.65K -35 -0.5%
MGIA
1911
Moneta Group Investment Advisors
Missouri
$998K -$719K -5,415 -43%
BSB
1912
Bangor Savings Bank
Maine
$998K -$13.1K -99 -1%
CA
1913
Cortland Associates
Missouri
$997K -$11.3K -85 -1%
SWM
1914
Sugarloaf Wealth Management
Georgia
$995K -$47.4K -357 -5%
Credit Agricole
1915
Credit Agricole
France
$993K -$19.5K -147 -2%
JCIA
1916
Jackson Creek Investment Advisors
Colorado
$990K +$945K +7,121 New
PIM
1917
Provident Investment Management
Michigan
$989K
WA
1918
WealthTrust Axiom
Pennsylvania
$987K -$3.32K -25 -0.4%
TC
1919
Toews Corporation
New Jersey
$987K +$943K +7,100 New
TIA
1920
Trust Investment Advisors
Indiana
$985K +$24.2K +182 +3%
CWM
1921
Cabot Wealth Management
Massachusetts
$984K -$664 -5 -0.1%
NL
1922
NVWM LLC
Pennsylvania
$981K +$849K +6,392 +963%
SAM
1923
Seelaus Asset Management
New Jersey
$979K +$3.32K +25 +0.4%
AWA
1924
Arkadios Wealth Advisors
Georgia
$976K +$8.89K +67 +1%
ED
1925
Exane Derivatives
France
$976K +$207K +1,562 +29%

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.