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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
RICHC
2351
Renaissance Investment Consultants Holding Company
Pennsylvania
$399K +$121K +908 +48%
VFM
2352
Vivid Financial Management
California
$398K +$133 +1 +0%
CF
2353
Centaurus Financial
California
$397K -$171K -1,289 -31%
CPC
2354
Cookson Peirce & Co
Pennsylvania
$396K +$72.1K +543 +24%
CIS
2355
Capital International Sarl
California
$395K -$23.9K -180 -6%
PWA
2356
Physician Wealth Advisors
Utah
$395K +$133 +1 +0%
TC
2357
Trust Company
Kansas
$394K +$204K +1,536 +118%
KFA
2358
Krane Funds Advisors
New York
$393K -$49.7K -374 -12%
AWP
2359
Ascent Wealth Partners
New York
$393K -$21.5K -162 -5%
PAIM
2360
Punch & Associates Investment Management
Minnesota
$393K
SDWMA
2361
Schneider Downs Wealth Management Advisors
Pennsylvania
$393K +$67K +505 +22%
SCG
2362
Sonata Capital Group
Washington
$392K
EGM
2363
Engineers Gate Manager
New York
$391K -$1.3M -9,795 -78%
HC
2364
Henshaw Capital
Massachusetts
$389K +$68K +512 +22%
ACM
2365
Alpha Capital Management
Texas
$388K
PCM
2366
Princeton Capital Management
New Jersey
$388K +$6.64K +50 +2%
AIP
2367
Ahrens Investment Partners
Louisiana
$388K +$23.4K +176 +7%
MSWMA
2368
Market Street Wealth Management Advisors
Indiana
$387K
AIM
2369
ARGA Investment Management
Connecticut
$386K -$457K -3,439 -55%
RAM
2370
Riggs Asset Management
Pennsylvania
$385K +$93.3K +703 +34%
CFIA
2371
Cantor Fitzgerald Investment Advisors
New York
$384K -$1.06K -8 -0.2%
BEAM
2372
Baker Ellis Asset Management
Washington
$384K
MAA
2373
Matrix Asset Advisors
New York
$382K
PCMC
2374
Private Capital Management (Colorado)
Colorado
$381K -$170K -1,284 -32%
TWP
2375
Tempus Wealth Planning
California
$381K

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.