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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
GSIS
2251
Global Strategic Investment Solutions
Arizona
$499K +$15K +113 +3%
ZIG
2252
Zuckerman Investment Group
Illinois
$498K
RRC
2253
Relaxing Retirement Coach
Massachusetts
$496K +$474K +3,572 New
GA
2254
Greytown Advisors
Florida
$491K +$143K +1,077 +44%
CAM
2255
CenterStar Asset Management
Illinois
$489K
BP
2256
Broadleaf Partners
Ohio
$486K
FC
2257
FCA Corp
Texas
$486K
MC
2258
Mathes Company
New York
$486K
BLAM
2259
Bourne Lent Asset Management
New York
$485K
PFWA
2260
Paces Ferry Wealth Advisors
Georgia
$485K +$464K +3,492 New
AWM
2261
Arbor Wealth Management
Florida
$484K -$133 -1 -0%
QCIG
2262
Quad-Cities Investment Group
Iowa
$483K -$26.8K -202 -5%
WA
2263
WESPAC Advisors
California
$483K
AF
2264
Affiance Financial
Minnesota
$483K +$20.7K +156 +5%
RTC
2265
Riverview Trust Company
Washington
$482K -$79.7K -600 -15%
RIG
2266
Renaissance Investment Group
Massachusetts
$482K -$33.2K -250 -7%
SA
2267
SL Advisors
New Jersey
$481K +$66.4K +500 +17%
PS
2268
Planned Solutions
California
$479K +$457K +3,443 New
FDS
2269
First Dallas Securities
Texas
$477K +$456K +3,432 New
RWMH
2270
Riverpoint Wealth Management Holdings
Illinois
$476K +$1.86K +14 +0.4%
WAM
2271
Winslow Asset Management
Ohio
$472K
MWM
2272
MinichMacGregor Wealth Management
New York
$471K +$5.58K +42 +1%
AWM
2273
Aprio Wealth Management
Georgia
$470K +$1.46K +11 +0.3%
LF
2274
LifeSteps Financial
California
$469K +$17.8K +134 +4%
IWA
2275
Intercontinental Wealth Advisors
Texas
$468K +$59.6K +449 +15%

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.