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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
CWP
2376
CFM Wealth Partners
Texas
$380K -$186K -1,400 -34%
VC
2377
Vicus Capital
Pennsylvania
$380K -$72.2K -544 -17%
DCM
2378
Davidson Capital Management
Texas
$379K +$362K +2,730 New
DLHL
2379
Donald L. Hagan LLC
Florida
$378K -$16.6K -125 -4%
OBWP
2380
O'Brien Wealth Partners
Massachusetts
$377K -$25.4K -191 -7%
Jacobs Levy Equity Management
2381
Jacobs Levy Equity Management
New Jersey
$377K +$105K +794 +41%
LWMM
2382
Legacy Wealth Management (Mississippi)
Mississippi
$376K +$41.4K +312 +13%
SSA
2383
South Street Advisors
New York
$374K +$357K +2,688 New
BA
2384
BCM Advisors
Louisiana
$373K +$360K +2,710 New
SCM
2385
Sitrin Capital Management
California
$372K
OFS
2386
Oldfather Financial Services
Nebraska
$372K +$531 +4 +0.2%
QCM
2387
Quest Capital Management
Texas
$371K -$6.9K -52 -2%
RPGK
2388
Retirement Planning Group (Kansas)
Kansas
$370K -$20.8K -157 -6%
FPGK
2389
Financial Partners Group (Kansas)
Kansas
$370K +$4.91K +37 +1%
SCM
2390
Smith Capital Management
Arkansas
$368K
TFF
2391
The Family Firm
Maryland
$367K +$1.46K +11 +0.4%
PRWA
2392
Platte River Wealth Advisors
Colorado
$367K +$5.31K +40 +2%
IIA
2393
IPG Investment Advisors
California
$364K +$19.3K +145 +6%
LP
2394
LGL Partners
Pennsylvania
$363K -$119K -898 -26%
UC
2395
Unio Capital
New Jersey
$363K +$6.5K +49 +2%
MC
2396
Miramar Capital
Illinois
$362K -$58.4K -440 -15%
WCG
2397
Weaver Consulting Group
California
$361K
ACM
2398
AlphaStar Capital Management
North Carolina
$361K +$14.7K +111 +5%
RHDIC
2399
R.H. Dinel Investment Counsel
California
$360K
PCMK
2400
Paragon Capital Management (Kansas)
Kansas
$359K +$14.7K +111 +4%

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.