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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
NC
2326
NewSquare Capital
Pennsylvania
$429K +$50.5K +380 +14%
DOA
2327
D'Orazio & Associates
Virginia
$428K +$266 +2 +0.1%
WFMPM
2328
Woodley Farra Manion Portfolio Management
Indiana
$428K +$797 +6 +0.2%
ADBIC
2329
A.D. Beadell Investment Counsel
Wisconsin
$427K
CAM
2330
Covenant Asset Management
New Jersey
$427K
SFWC
2331
Strategic Family Wealth Counselors
New Jersey
$427K
EMG
2332
ETF Managers Group
New Jersey
$426K -$710K -5,345 -63%
SDAM
2333
Shulman DeMeo Asset Management
New York
$425K +$406K +3,061 New
HIM
2334
Hotaling Investment Management
Pennsylvania
$421K -$38.9K -293 -9%
FSG
2335
Financial Strategies Group
Michigan
$421K +$11.8K +89 +3%
FNBOH
2336
First National Bank of Hutchinson
Kansas
$419K
IG
2337
Ithaka Group
Virginia
$417K
BFG
2338
Bouchey Financial Group
New York
$416K -$9.29K -70 -2%
GCM
2339
Gladius Capital Management
Illinois
$415K +$396K +2,983 New
HWM
2340
Howard Wealth Management
Connecticut
$413K -$56.8K -428 -13%
LIM
2341
Loudon Investment Management
New Hampshire
$412K
BAM
2342
Bellevue Asset Management
Washington
$411K -$19.3K -145 -5%
CAGAS
2343
Capital Advisory Group Advisory Services
Minnesota
$410K -$6.77K -51 -2%
PSP
2344
Principal Street Partners
Tennessee
$409K +$8.76K +66 +2%
SIA
2345
Strategic Investment Advisors
Michigan
$407K +$389K +2,929 New
GWM
2346
Greenwich Wealth Management
Connecticut
$406K -$36.5K -275 -9%
HCM
2347
Hilton Capital Management
New York
$405K -$8.5K -64 -2%
SB
2348
Sunflower Bank
Texas
$400K -$89.6K -675 -19%
CPA
2349
Capital Planning Advisors
California
$400K -$12.6K -95 -3%
FA
2350
Faithward Advisors
Pennsylvania
$399K

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.