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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
RWA
1976
RGT Wealth Advisors
Texas
$900K +$26.6K +200 +3%
PFM
1977
Patton Fund Management
Texas
$897K -$34.1K -257 -4%
BWP
1978
Baldwin Wealth Partners
Massachusetts
$897K
PIG
1979
Pantheon Investment Group
California
$896K -$53.1K -400 -6%
TF
1980
Trek Financial
Arizona
$896K +$156K +1,172 +22%
KFA
1981
Kelleher Financial Advisors
New York
$894K
SBA
1982
Secrest Blakey & Associates
North Carolina
$893K -$35.8K -270 -4%
MCM
1983
McRae Capital Management
New Jersey
$893K
FNBOSM
1984
First National Bank of South Miami
Florida
$890K -$129K -969 -13%
APWA
1985
Atlas Private Wealth Advisors
New Jersey
$889K +$21.6K +163 +3%
GCP
1986
GSA Capital Partners
United Kingdom
$881K +$842K +6,340 New
GIM
1987
Greylin Investment Management
Virginia
$879K -$13.3K -100 -2%
CWA
1988
Clarity Wealth Advisors
California
$873K -$46.7K -352 -5%
CWC
1989
Carolinas Wealth Consulting
North Carolina
$873K +$265K +1,994 +47%
GPA
1990
Garrison Point Advisors
California
$871K +$3.98K +30 +0.5%
HPC
1991
Hobart Private Capital
North Carolina
$868K -$2.39K -18 -0.3%
RWB
1992
RMR Wealth Builders
New Jersey
$867K +$636K +4,794 +332%
SFA
1993
Stewardship Financial Advisors
Georgia
$865K -$34.8K -262 -4%
WPA
1994
West Paces Advisors
Georgia
$863K +$21.4K +161 +3%
OFW
1995
Omnia Family Wealth
Florida
$862K
LC
1996
Landaas & Company
Wisconsin
$861K -$58.4K -440 -7%
TPWA
1997
TRUE Private Wealth Advisors
Oregon
$859K -$3.85K -29 -0.5%
PAG
1998
Pinnacle Advisory Group
Maryland
$859K +$52.7K +397 +7%
ECA
1999
Elevated Capital Advisors
Utah
$853K -$13.1K -99 -2%
RCA
2000
Rowland Carmichael Advisors
Arizona
$849K +$6.77K +51 +0.8%

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.