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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
EIA
2201
Edgemoor Investment Advisors
Maryland
$558K +$57.8K +435 +12%
RAM
2202
Redmond Asset Management
Virginia
$557K -$159K -1,197 -23%
MIC
2203
Meridian Investment Counsel
California
$557K +$266 +2 +0%
HSWM
2204
Hubbell Strickland Wealth Management
Louisiana
$557K +$797 +6 +0.2%
FAM
2205
Fenimore Asset Management
New York
$552K
TAM
2206
Todd Asset Management
Kentucky
$552K
PCM
2207
Perritt Capital Management
Illinois
$551K -$17.9K -135 -3%
BFPW
2208
BOK Financial Private Wealth
Colorado
$549K +$9.96K +75 +2%
MS
2209
Madden Securities
Texas
$549K +$40.1K +302 +8%
CCA
2210
Conestoga Capital Advisors
Pennsylvania
$548K
WCF
2211
West Coast Financial
California
$548K +$10.8K +81 +2%
ACM
2212
Armbruster Capital Management
New York
$547K -$2.92K -22 -0.6%
FGP
2213
Foyston, Gordon, & Payne
Ontario, Canada
$547K
GKWIM
2214
Gerber Kawasaki Wealth & Investment Management
California
$547K +$4.38K +33 +0.8%
AIFAIM
2215
American Institute for Advanced Investment Management
Arizona
$545K
FSC
2216
Full Sail Capital
Oklahoma
$544K -$16.9K -127 -3%
CPSC
2217
Carl P. Sherr & Co
Massachusetts
$543K -$17.5K -132 -3%
CHP
2218
Cable Hill Partners
Oregon
$542K -$36.2K -273 -7%
UCI
2219
Uncommon Cents Investing
Wisconsin
$542K +$38.5K +290 +8%
AP
2220
Americana Partners
Texas
$539K +$18.9K +142 +4%
CCM
2221
Chiron Capital Management
Florida
$539K +$515K +3,878 New
PFA
2222
Plotkin Financial Advisors
Maryland
$538K
BMCM
2223
Bryn Mawr Capital Management
Pennsylvania
$537K +$179K +1,347 +54%
FBP
2224
Flippin Bruce & Porter
Virginia
$535K -$53.1K -400 -9%
RIS
2225
Retirement Income Solutions
Michigan
$535K -$6.64K -50 -1%

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.