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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
EA
1926
Elm Advisors
California
$976K -$2.65K -20 -0.3%
AWM
1927
Atticus Wealth Management
Florida
$976K
SCA
1928
STALEY CAPITAL ADVISERS
Pennsylvania
$975K
AIC
1929
Archer Investment Corporation
Indiana
$974K -$33.2K -250 -3%
LCH
1930
Lee Capital Holdings
New York
$973K
RC
1931
RBF Capital
California
$973K
S
1932
SimplyRich
California
$972K -$664 -5 -0.1%
XF
1933
XML Financial
Maryland
$966K +$89.9K +677 +11%
HC
1934
Hourglass Capital
Texas
$963K
BWA
1935
BDO Wealth Advisors
Florida
$960K +$18.6K +140 +2%
MFW
1936
Mosaic Family Wealth
Missouri
$957K +$10.4K +78 +1%
EGA
1937
Eagle Global Advisors
Texas
$956K -$9.82K -74 -1%
HHAM
1938
HITE Hedge Asset Management
Massachusetts
$952K -$46.6K -351 -5%
FCMC
1939
Founders Capital Management (Connecticut)
Connecticut
$951K
CT
1940
Clearstead Trust
Maine
$950K -$3.98K -30 -0.4%
PWMG
1941
Prestige Wealth Management Group
New Jersey
$949K +$89K +670 +11%
SIM
1942
SSI Investment Management
California
$948K -$20.2K -152 -2%
BCA
1943
Bray Capital Advisors
Florida
$946K
BWP
1944
Bernardo Wealth Planning
Pennsylvania
$945K +$91.5K +689 +11%
PCP
1945
Proficio Capital Partners
Massachusetts
$944K +$60.7K +457 +7%
BCIM
1946
Bishop & Co Investment Management
Pennsylvania
$943K -$266 -2 -0%
LB
1947
Leo Brokerage
Texas
$939K +$1.04M +7,852 New
CC
1948
Capital Counsel
New York
$936K +$6.64K +50 +0.7%
SFFS
1949
Stonehage Fleming Financial Services
Jersey
$935K +$728K +5,486 +439%
AAP
1950
Aristotle Atlantic Partners
Florida
$934K

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.