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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
CCM
2401
Canal Capital Management
Virginia
$358K +$398 +3 +0.1%
SL
2402
Stevard LLC
Illinois
$357K -$9.29K -70 -3%
NEPPG
2403
New England Professional Planning Group
Rhode Island
$357K -$7.43K -56 -2%
CPC
2404
Congress Park Capital
New York
$356K
WF
2405
WoodTrust Financial
Wisconsin
$355K -$242K -1,822 -42%
LD
2406
Lipe & Dalton
New York
$354K +$13.3K +100 +4%
OFS
2407
Orrstown Financial Services
Pennsylvania
$354K +$337K +2,541 New
BEC
2408
Blue Edge Capital
Virginia
$354K -$64.9K -489 -16%
IFG
2409
Investors Financial Group
Minnesota
$353K -$13.7K -103 -4%
LWP
2410
Legacy Wealth Planning
Nevada
$352K -$8.23K -62 -2%
TCM
2411
Tandem Capital Management
New Jersey
$352K +$44.1K +332 +15%
HIS
2412
Horizon Investment Services
Indiana
$352K +$336K +2,531 New
ACA
2413
Ackerman Capital Advisors
Texas
$351K
FA
2414
Fagan Associates
New York
$351K
SCM
2415
Silvant Capital Management
Georgia
$349K
OMC
2416
Old Mission Capital
Illinois
$349K +$333K +2,508 New
BWCS
2417
Beirne Wealth Consulting Services
Connecticut
$349K +$334K +2,512 New
BCWM
2418
Blue Chip Wealth Management
Florida
$348K +$133 +1 +0%
AO
2419
Advisor OS
Illinois
$347K -$436K -3,282 -57%
WCWM
2420
Wooster Corthell Wealth Management
Connecticut
$347K -$6.64K -50 -2%
IAP
2421
Indie Asset Partners
Indiana
$346K +$6.77K +51 +2%
TCM
2422
Tuttle Capital Management
Connecticut
$341K -$2.66M -20,023 -89%
SCP
2423
Silverleafe Capital Partners
Tennessee
$341K -$5.31K -40 -2%
HGWM
2424
Horst & Graben Wealth Management
Oregon
$340K -$11K -83 -3%
JSC
2425
Jackson Square Capital
California
$340K +$38.1K +287 +13%

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.