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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
22CM
2276
20/20 Capital Management
California
$467K +$133 +1 +0%
AW
2277
Alpha Windward
Massachusetts
$466K -$22.2K -167 -5%
SAM
2278
Shikiar Asset Management
New York
$466K +$71.2K +536 +19%
TCB
2279
Texas Capital Bancshares
Texas
$465K -$2.79K -21 -0.6%
C
2280
Certuity
Florida
$465K +$142K +1,072 +47%
ACM
2281
Adalta Capital Management
New York
$464K
I2I
2282
Insight 2811 Inc
Illinois
$463K +$1.73K +13 +0.4%
PWM
2283
Paulson Wealth Management
Illinois
$463K +$144K +1,088 +49%
PFM
2284
Premier Fund Managers
United Kingdom
$460K
HWM
2285
HighMark Wealth Management
Minnesota
$460K +$2.12K +16 +0.5%
MPW
2286
Monterey Private Wealth
California
$459K -$164K -1,234 -27%
WAS
2287
Winch Advisory Services
Wisconsin
$456K -$1.86K -14 -0.4%
RHJA
2288
Rice Hall James & Associates
California
$454K
EA
2289
Emerald Advisors
Washington
$454K +$11.4K +86 +3%
AA
2290
ALPS Advisors
Colorado
$454K +$434K +3,266 New
RSS
2291
Rosenblum Silverman Sutton
California
$453K -$93.3K -703 -18%
ECM
2292
Elgethun Capital Management
South Dakota
$452K
RCG
2293
Ruane, Cunniff & Goldfarb
New York
$451K -$252K -1,898 -37%
JC
2294
Jentner Corp
Ohio
$451K -$25.8K -194 -6%
MWP
2295
Meridian Wealth Partners
Pennsylvania
$451K +$3.32K +25 +0.8%
AIM
2296
AMI Investment Management
Indiana
$449K -$13.3K -100 -3%
OLA
2297
Oliver Luxxe Assets
New Jersey
$449K +$96.8K +729 +29%
AWM
2298
Absher Wealth Management
North Carolina
$448K -$6.64K -50 -2%
FAM
2299
Flaharty Asset Management
Florida
$448K
GAM
2300
Gemmer Asset Management
California
$448K +$62.3K +469 +17%

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.