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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
HR
2026
Howe & Rusling
New York
$795K +$217K +1,637 +40%
IR
2027
IAT Reinsurance
New York
$792K
CC
2028
Cadinha & Co
Hawaii
$790K +$10.6K +80 +1%
SAM
2029
Strategy Asset Managers
California
$789K -$49.4K -372 -6%
CNBT
2030
Cornerstone National Bank & Trust
Illinois
$787K -$57.5K -433 -7%
EDRIA
2031
Edmonds Duncan Registered Investment Advisors
Kansas
$785K +$1.46K +11 +0.2%
CG
2032
Corundum Group
Colorado
$784K +$33.9K +255 +5%
Financial Engines Advisors
2033
Financial Engines Advisors
California
$784K +$156K +1,173 +26%
BS
2034
Bessemer Securities
New York
$783K
IF
2035
IRON Financial
Illinois
$780K +$20K +151 +3%
PAM
2036
Peninsula Asset Management
Florida
$779K
AWC
2037
Abundance Wealth Counselors
Pennsylvania
$777K +$151K +1,137 +26%
VCM
2038
Versant Capital Management
Arizona
$775K
CII
2039
Capital International Inc
California
$774K -$82.2K -619 -10%
DA
2040
Doliver Advisors
Texas
$773K -$16.6K -125 -2%
SCM
2041
Salem Capital Management
Massachusetts
$769K -$77.7K -585 -10%
DAM
2042
Doheny Asset Management
California
$762K
HAC
2043
Harbor Advisory Corp
New Hampshire
$762K
CSPIA
2044
Cary Street Partners Investment Advisory
Virginia
$762K +$408K +3,073 +128%
ECM
2045
EagleClaw Capital Management
Massachusetts
$760K +$6.64K +50 +0.9%
PPP
2046
Private Portfolio Partners
New Jersey
$760K +$55.1K +415 +8%
CEI
2047
Clark Estates Inc
New York
$759K
UF
2048
Univest Financial
Pennsylvania
$758K -$60.4K -455 -8%
TCCM
2049
Timber Creek Capital Management
Massachusetts
$757K -$29.9K -225 -4%
FAN
2050
Financial Advisors Network
California
$757K +$4.78K +36 +0.7%

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.