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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
I
2051
INVST
Indiana
$757K +$28.7K +216 +4%
KL
2052
KWMG LLC
Kansas
$756K -$23.1K -174 -3%
GA
2053
Geller Advisors
New York
$755K -$15.3K -115 -2%
CSA
2054
Cottage Street Advisors
Massachusetts
$750K -$192K -1,448 -21%
WI
2055
WrapManager Inc
California
$750K +$35.8K +270 +5%
FNBSF
2056
First National Bank Sioux Falls
South Dakota
$749K -$7.3K -55 -1%
FRA
2057
Front Row Advisors
California
$748K -$21.4K -161 -3%
PWP
2058
Private Wealth Partners
California
$747K +$19.9K +150 +3%
SFS
2059
Strategic Financial Services
New York
$745K -$425K -3,202 -37%
BCP
2060
Berkeley Capital Partners
Georgia
$745K -$13.1K -99 -2%
FIB
2061
First Interstate Bank
Montana
$744K -$1.89M -14,245 -73%
LRIC
2062
Long Road Investment Counsel
Michigan
$744K -$226K -1,700 -24%
LHC
2063
Little House Capital
Massachusetts
$741K -$4.91K -37 -0.7%
OIA
2064
Optimum Investment Advisors
Illinois
$741K +$266 +2 +0%
MGWM
2065
Marks Group Wealth Management
Minnesota
$740K +$1.86K +14 +0.3%
PIP
2066
Peachtree Investment Partners
Florida
$740K +$8.76K +66 +1%
RSWM
2067
Robertson Stephens Wealth Management
California
$739K +$134K +1,006 +23%
CCM
2068
Cribstone Capital Management
Maine
$733K -$235K -1,770 -25%
IIC
2069
Integrated Investment Consultants
Michigan
$730K -$5.71K -43 -0.8%
BAM
2070
Brave Asset Management
New Jersey
$729K -$4.25K -32 -0.6%
OWA
2071
Outlook Wealth Advisors
Texas
$727K -$49.1K -370 -7%
AIP
2072
Almanack Investment Partners
Pennsylvania
$727K +$55.2K +416 +9%
WCM
2073
Wedge Capital Management
North Carolina
$725K -$7.7K -58 -1%
FA
2074
Financial Advisors
Massachusetts
$724K +$266 +2 +0%
EI
2075
Ellevest Inc
New York
$724K +$5.18K +39 +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.