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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
PAWC
2101
P.A.W. Capital
Connecticut
$695K
WCA
2102
Windsor Creek Advisors
Vermont
$695K
ISWM
2103
Independent Solutions Wealth Management
New York
$694K -$929 -7 -0.1%
CRWM
2104
Castle Rock Wealth Management
California
$694K -$341K -2,566 -35%
XSC
2105
X-Square Capital
Puerto Rico
$693K -$227K -1,711 -26%
RW
2106
REDW Wealth
New Mexico
$689K -$93.1K -701 -12%
PFA
2107
Pettinga Financial Advisors
Indiana
$689K
GC
2108
Gilbert & Cook
Iowa
$689K +$53.6K +404 +9%
P
2109
&Partners
Tennessee
$687K +$39.7K +299 +6%
NFG
2110
Nadler Financial Group
Illinois
$684K +$226K +1,700 +53%
PA
2111
PSI Advisors
Florida
$683K -$61.5K -463 -9%
FSA
2112
Financial Sense Advisors
California
$683K -$4.12K -31 -0.6%
BIP
2113
Blueprint Investment Partners
North Carolina
$682K +$361K +2,719 +124%
AIS
2114
American Investment Services
Massachusetts
$681K -$9.03K -68 -1%
TAIM
2115
TD Ameritrade Investment Management
Nebraska
$679K -$51.2K -386 -7%
T
2116
TRUADVICE
Florida
$679K +$641K +4,827 New
FFG
2117
Frisch Financial Group
New York
$674K +$3.32K +25 +0.5%
PCM
2118
Pointe Capital Management
Michigan
$672K +$20K +151 +3%
RZH
2119
Relyea Zuckerberg Hanson
Connecticut
$670K -$19.5K -147 -3%
SWM
2120
Shakespeare Wealth Management
Wisconsin
$669K -$10.2K -77 -2%
SGA
2121
Strategic Global Advisors
California
$668K -$296K -2,228 -32%
GAMC
2122
Garner Asset Management Corp
Texas
$668K +$133 +1 +0%
HHGA
2123
Halbert Hargrove Global Advisors
California
$668K +$35.6K +268 +6%
OPA
2124
Old Port Advisors
Maine
$667K +$44.5K +335 +8%
CB
2125
Cadence Bank
Mississippi
$661K -$3.31M -24,944 -84%

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.