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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
BB
2076
Bell Bank
North Dakota
$724K +$29.9K +225 +5%
ER
2077
Enlightenment Research
Florida
$722K -$123K -923 -15%
NQWM
2078
Northwest Quadrant Wealth Management
Oregon
$722K +$2.52K +19 +0.4%
SMG
2079
Spectrum Management Group
Indiana
$720K +$929 +7 +0.1%
KA
2080
Klingman & Associates
New York
$718K +$134K +1,008 +24%
PWM
2081
PBMares Wealth Management
Virginia
$717K
TFS
2082
Thoroughbred Financial Services
Tennessee
$716K -$42.5K -320 -6%
FBFS
2083
First Business Financial Services
Wisconsin
$716K
NCM
2084
Novare Capital Management
North Carolina
$711K -$26.6K -200 -4%
GWSG
2085
GPS Wealth Strategies Group
Colorado
$711K +$679K +5,116 New
CRIG
2086
Charter Research & Investment Group
Connecticut
$707K
GTCM
2087
Gyon Technologies Capital Management
New Jersey
$707K +$675K +5,086 New
CP
2088
Covenant Partners
Tennessee
$706K -$64.4K -485 -9%
PPW
2089
Pasadena Private Wealth
California
$706K -$56.4K -425 -8%
CFS
2090
Cannon Financial Strategists
Georgia
$705K +$2.79K +21 +0.4%
AIL
2091
AGF Investments LLC
Ontario, Canada
$704K -$1.44M -10,875 -68%
WBG
2092
Wharton Business Group
Pennsylvania
$702K
CIM
2093
Chapman Investment Management
California
$700K
CRC
2094
Curi RMB Capital
Illinois
$699K +$136K +1,025 +26%
M
2095
MOTCO
Texas
$698K -$34.8K -262 -5%
LFG
2096
Larson Financial Group
Missouri
$697K -$48.2K -363 -7%
WOSD
2097
WFA of San Diego
California
$695K -$41.9M -315,312 -98%
HCMNY
2098
Howard Capital Management (New York)
New York
$695K -$1.32M -9,960 -67%
WC
2099
Weil Company
California
$695K -$17.3K -130 -3%
HZ
2100
Hixon Zuercher
Ohio
$695K

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.