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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
PP
176
Prudential plc
United Kingdom
$133M -$5.69M -42,845 -4%
Nisa Investment Advisors
177
Nisa Investment Advisors
Missouri
$129M -$1.19M -8,960 -1%
JAM
178
Jupiter Asset Management
United Kingdom
$129M +$108M +810,207 +688%
ZIM
179
Zacks Investment Management
Illinois
$128M +$5.78M +43,526 +5%
RFC
180
Regions Financial Corp
Alabama
$127M -$1.97M -14,812 -2%
SOMRS
181
State of Michigan Retirement System
Michigan
$126M +$398K +3,000 +0.3%
NIPH
182
NN Investment Partners Holdings
Netherlands
$126M -$7.06M -53,190 -6%
EIP
183
Epoch Investment Partners
New York
$125M -$11.6M -87,652 -9%
Osaic Holdings
184
Osaic Holdings
Arizona
$124M -$652K -4,908 -0.5%
SAM
185
Silvercrest Asset Management
New York
$122M -$205K -1,541 -0.2%
Creative Planning
186
Creative Planning
Kansas
$122M +$57.9M +435,946 +98%
William Blair & Company
187
William Blair & Company
Illinois
$113M +$3.83M +28,869 +4%
WF
188
Welch & Forbes
Massachusetts
$113M -$39.7K -299 -0%
Zurich Cantonal Bank
189
Zurich Cantonal Bank
Switzerland
$111M +$11M +82,608 +12%
CWM
190
CIBC World Markets
New York
$109M +$41.9M +315,354 +67%
FMI
191
Factory Mutual Insurance
Massachusetts
$107M
HNB
192
Huntington National Bank
Ohio
$106M +$2.71M +20,408 +3%
CIC
193
Crawford Investment Counsel
Georgia
$106M -$1.42M -10,719 -1%
ASRS
194
Arizona State Retirement System
Arizona
$105M +$22.9M +172,806 +30%
SEI Investments
195
SEI Investments
Pennsylvania
$105M +$19M +143,163 +24%
Ninety One (UK)
196
Ninety One (UK)
United Kingdom
$104M -$2.59M -19,513 -3%
FAF
197
Fjarde Ap-fonden
Sweden
$104M +$3.9M +29,400 +4%
CG
198
Carmignac Gestion
France
$103M -$21.7M -163,647 -18%
Janney Montgomery Scott
199
Janney Montgomery Scott
Pennsylvania
$103M +$2.7M +20,322 +3%
BC
200
Bartlett & Co
Ohio
$101M +$9.76M +73,488 +11%

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.