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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
REMPR
2301
Roof Eidam Maycock Peralta (REMP)
California
$446K
CFA
2302
Capstone Financial Advisors
Illinois
$446K +$3.85K +29 +0.9%
TA
2303
Trellis Advisors
Washington
$445K +$4.91K +37 +1%
PFA
2304
Professional Financial Advisors
Nebraska
$444K -$33.5K -252 -7%
LSPW
2305
Lake Street Private Wealth
Illinois
$444K -$6.64K -50 -2%
PIA
2306
Pinion Investment Advisors
Kansas
$443K
CF
2307
Corrigan Financial
Rhode Island
$442K -$20.7K -156 -5%
HBWM
2308
Hollow Brook Wealth Management
New York
$442K +$38.1K +287 +10%
SHWM
2309
Smith & Howard Wealth Management
Georgia
$440K
PAG
2310
Private Advisory Group
Washington
$440K +$39.8K +300 +10%
CIC
2311
Chase Investment Counsel
Virginia
$439K -$39.3K -296 -9%
LWM
2312
Lyell Wealth Management
California
$437K +$45.5K +343 +12%
HA
2313
HYA Advisors
Missouri
$436K +$3.45K +26 +0.8%
BC
2314
Brio Consultants
California
$435K -$8.1K -61 -2%
MLFP
2315
MPS Loria Financial Planners
Illinois
$435K +$10.5K +79 +3%
VIM
2316
Vista Investment Management
Pennsylvania
$435K +$16.9K +127 +4%
MWPCG
2317
Measured Wealth Private Client Group
New Hampshire
$435K +$95.5K +719 +30%
3F
2318
360 Financial
Minnesota
$434K
LF
2319
Lantz Financial
Illinois
$434K +$531 +4 +0.1%
BBA
2320
Braun-Bostich & Associates
Pennsylvania
$433K -$354K -2,665 -46%
RGIA
2321
Rainier Group Investment Advisory
Washington
$433K +$135K +1,019 +49%
FWM
2322
Fairhaven Wealth Management
Illinois
$432K -$19.8K -149 -5%
CVM
2323
Cheviot Value Management
California
$432K
PCMI
2324
Paradigm Capital Management Inc
New York
$431K
HCM
2325
Harvey Capital Management
Florida
$430K -$29.9K -225 -7%

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.