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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
SMM
2126
Stadion Money Management
Georgia
$661K
SCM
2127
Stordahl Capital Management
Colorado
$661K
ACM
2128
Ategra Capital Management
Virginia
$659K
SBF
2129
Sara-Bay Financial
Florida
$658K
XWM
2130
Xcel Wealth Management
Florida
$658K
CA
2131
Continuum Advisory
Idaho
$658K +$144K +1,087 +30%
EGA
2132
E&G Advisors
Texas
$656K +$38.1K +287 +6%
OAM
2133
Optimal Asset Management
California
$655K -$117K -885 -16%
SCA
2134
Stuart Chaussee & Associates
California
$655K +$105K +789 +20%
TIA
2135
Tiemann Investment Advisors
California
$652K -$32.5K -245 -5%
SFG
2136
Sunburst Financial Group
Alabama
$652K +$10.9K +82 +2%
WLIM
2137
White Lighthouse Investment Management
Massachusetts
$651K
SWP
2138
Summit Wealth Partners
Florida
$649K +$188K +1,417 +44%
GSWM
2139
Golden State Wealth Management
California
$648K -$652K -4,911 -51%
AA
2140
Argent Advisors
Louisiana
$648K -$20.3K -153 -3%
VSWA
2141
Vontobel Swiss Wealth Advisors
Switzerland
$645K -$63.1K -475 -9%
RIM
2142
Redwood Investment Management
Arizona
$640K +$141K +1,065 +30%
SKK
2143
Shepherd Kaplan Krochuk
Massachusetts
$639K
GC
2144
Garde Capital
Washington
$639K +$133 +1 +0%
AMC
2145
Asset Management Corp
Illinois
$638K +$1.33K +10 +0.2%
JLBC
2146
J.L. Bainbridge & Co
Florida
$638K +$27.1K +204 +5%
CCM
2147
Crossvault Capital Management
Texas
$637K -$278K -2,096 -31%
TK
2148
TIAA Kaspick
Massachusetts
$637K -$32.5K -245 -5%
NVIM
2149
New Vernon Investment Management
Illinois
$636K
SC
2150
Sepio Capital
Utah
$634K -$41K -309 -6%

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.