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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
RIM
2001
Reliant Investment Management
Tennessee
$846K +$432K +3,251 +115%
PFC
2002
Phocas Financial Corp
California
$844K +$126K +950 +19%
LBD
2003
Landsberg Bennett & Dubbaneh
Florida
$842K -$113K -848 -12%
CM
2004
Columbus Macro
Pennsylvania
$841K -$62.3K -469 -7%
MWA
2005
Meridian Wealth Advisors
Texas
$840K -$28K -211 -3%
PIA
2006
Perennial Investment Advisors
California
$840K +$125K +944 +19%
CFD
2007
Creative Financial Designs
Indiana
$838K -$338K -2,546 -30%
SRC
2008
Sage Rhino Capital
California
$833K -$2.39K -18 -0.3%
NICM
2009
Neo Ivy Capital Management
New York
$823K +$608K +4,578 +339%
ATPW
2010
Ashton Thomas Private Wealth
Arizona
$822K -$390K -2,935 -33%
Alyeska Investment Group
2011
Alyeska Investment Group
Illinois
$820K +$783K +5,901 New
AIA
2012
Arbor Investment Advisors
North Carolina
$818K -$5.04K -38 -0.6%
LWM
2013
Liberty Wealth Management
California
$817K +$155K +1,170 +25%
EBSAM
2014
Eubel Brady & Suttman Asset Management
Ohio
$816K
SSWM
2015
Sheets Smith Wealth Management
North Carolina
$815K +$20.3K +153 +3%
PA
2016
PFG Advisors
Arizona
$811K +$96.1K +724 +14%
HFRG
2017
Houlihan Financial Resource Group
Virginia
$811K +$758K +5,710 New
RPA
2018
Rock Point Advisors
Vermont
$810K -$19.4K -146 -2%
NA
2019
Nottingham Advisors
New York
$809K +$213K +1,604 +38%
SFM
2020
Signet Financial Management
New Jersey
$805K -$31.7K -239 -4%
AI
2021
ArchPoint Investors
Florida
$802K +$102K +765 +15%
WHG
2022
Westwood Holdings Group
Texas
$801K -$83.4K -628 -10%
EWA
2023
ERTS Wealth Advisors
Michigan
$801K -$27K -203 -3%
FA
2024
FCG Advisors
New Jersey
$796K +$250K +1,882 +49%
SAA
2025
Southeast Asset Advisors
Georgia
$795K

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.