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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
SW
2176
StrongBox Wealth
Missouri
$583K -$9.29K -70 -2%
TCM
2177
Tradewinds Capital Management
Washington
$582K +$266 +2 +0%
CWM
2178
Confluence Wealth Management
Oregon
$581K -$269K -2,029 -30%
AIIMS
2179
Analyst IMS Investment Management Services
Israel
$580K -$16.7K -126 -3%
OHS
2180
Odey Holdings (Switzerland)
Switzerland
$578K
ACM
2181
Alethea Capital Management
Washington
$577K -$518K -3,899 -48%
5L
2182
55I LLC
Massachusetts
$577K +$71.7K +540 +15%
CCM
2183
Campbell Capital Management
Florida
$576K +$13.3K +100 +2%
LSC
2184
Lesa Sroufe & Co
Washington
$573K
PFG
2185
PAX Financial Group
Texas
$572K +$56.6K +426 +12%
SHWM
2186
Silicon Hills Wealth Management
Texas
$571K
BIA
2187
Barry Investment Advisors
Massachusetts
$570K +$3.05K +23 +0.6%
BFA
2188
Beacon Financial Advisory
Ohio
$570K +$36.4K +274 +7%
FCA
2189
FLC Capital Advisors
California
$568K
WR
2190
Watson Rebecca
$568K
GPA
2191
Guidance Point Advisors
Massachusetts
$565K -$3.58K -27 -0.7%
DDPIC
2192
Deroy & Devereaux Private Investment Counsel
Michigan
$565K
BRG
2193
Bay Rivers Group
Virginia
$565K +$4.65K +35 +0.9%
AWA
2194
Acorn Wealth Advisors
Michigan
$564K +$1.2K +9 +0.2%
BAMG
2195
Brand Asset Management Group
Missouri
$563K -$17.7K -133 -3%
PGWM
2196
Parisi Gray Wealth Management
New Jersey
$563K -$5.31K -40 -1%
MWM
2197
Merriman Wealth Management
Washington
$561K +$4.65K +35 +0.9%
PA
2198
Parkside Advisors
California
$560K
TCBWMS
2199
Texas Capital Bank Wealth Management Services
Texas
$559K -$14.7K -111 -3%
PWS
2200
Private Wealth Strategies
Ohio
$559K +$21.6K +163 +4%

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.