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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
NCM
1951
Noesis Capital Mangement
Florida
$933K
SOAMC
1952
Spirit of America Management Corp
New York
$933K
HFM
1953
Harvest Fund Management
China
$933K +$653K +4,922 +277%
APSI
1954
Asset Planning Services Inc
Louisiana
$932K
IAMOG
1955
Investors Asset Management of Georgia
Georgia
$931K -$9.96K -75 -1%
AA
1956
Auxano Advisors
Washington
$931K
FWM
1957
FSA Wealth Management
Massachusetts
$929K
BWA
1958
Burt Wealth Advisors
Maryland
$926K -$5.04K -38 -0.6%
KS
1959
Karpas Strategies
Connecticut
$922K
BW
1960
Bison Wealth
Georgia
$921K -$100K -753 -10%
PA
1961
Probity Advisors
Texas
$921K -$3.19K -24 -0.4%
KLI
1962
Kelman-Lazarov Inc
Tennessee
$921K +$154K +1,159 +21%
HWA
1963
HHM Wealth Advisors
Tennessee
$920K -$42.4K -319 -5%
GFPC
1964
Global Financial Private Client
Florida
$917K +$24.8K +187 +3%
VC
1965
Veracity Capital
Georgia
$916K -$1.92M -14,436 -11%
BWM
1966
BCS Wealth Management
Tennessee
$916K -$8.1K -61 -0.9%
AFIA
1967
America First Investment Advisors
Nebraska
$913K
MAWCM
1968
Mine & Arao Wealth Creation & Management
California
$913K +$1.73K +13 +0.2%
BWM
1969
BNC Wealth Management
Oregon
$910K +$869K +6,547 New
JF
1970
JSF Financial
California
$908K +$21.5K +162 +3%
MA
1971
MONECO Advisors
Connecticut
$907K +$80.5K +606 +10%
SFP
1972
Shepherd Financial Partners
Massachusetts
$905K +$4.38K +33 +0.5%
HFG
1973
Heron Financial Group
New York
$905K +$174K +1,307 +25%
NAMP
1974
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$902K -$33.2K -250 -4%
KOMWMG
1975
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$902K +$664 +5 +0.1%

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.