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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
LA
2151
LexAurum Advisors
Kansas
$634K +$31.9K +240 +6%
WA
2152
Wealth Alliance
New York
$632K -$32.3K -243 -5%
APG
2153
Abacus Planning Group
South Carolina
$628K +$60.9K +459 +11%
VFP
2154
Verus Financial Partners
Virginia
$628K +$159K +1,199 +36%
CP
2155
Coho Partners
Pennsylvania
$625K -$18.5K -139 -3%
FCFC
2156
First Citizens Financial Corp
Iowa
$624K -$6.24K -47 -1%
GWAG
2157
Garrett Wealth Advisory Group
Texas
$620K -$29.6K -223 -5%
HIC
2158
Hartline Investment Corp
Illinois
$618K
PSF
2159
Pacific Sun Financial
California
$618K +$3.19K +24 +0.5%
AWM
2160
Apollon Wealth Management
South Carolina
$615K +$114K +856 +24%
SFG
2161
StrategIQ Financial Group
Indiana
$609K +$92.9K +700 +19%
FWM
2162
Focused Wealth Management
New York
$607K -$128K -963 -18%
PFA
2163
Pathway Financial Advisors
Vermont
$600K -$10.5K -79 -2%
AFC
2164
AFT Forsyth & Company
Florida
$598K -$5.31K -40 -0.9%
W
2165
WealthOne
New York
$590K +$29.3K +221 +5%
ECAM
2166
East Coast Asset Management
Massachusetts
$589K -$343K -2,580 -38%
SA
2167
SRH Advisors
Kansas
$589K +$6.37K +48 +1%
WA
2168
Wealth Architects
California
$588K +$96.7K +728 +21%
WCA
2169
Westover Capital Advisors
Delaware
$587K -$9.96K -75 -2%
CWAF
2170
Core Wealth Advisors (Florida)
Florida
$586K -$22.4K -169 -4%
FAM
2171
Fulcrum Asset Management
United Kingdom
$586K
LJAC
2172
L.J. Altfest & Co
New York
$585K -$207K -1,559 -27%
AWM
2173
Adams Wealth Management
Utah
$585K -$1.33K -10 -0.2%
BZWA
2174
Blue Zone Wealth Advisors
California
$585K +$11.8K +89 +2%
CHJWM
2175
Carlton Hofferkamp & Jenks Wealth Management
Texas
$583K -$53.1K -400 -9%

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.