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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
GCP
2426
Gill Capital Partners
Colorado
$339K +$133 +1 +0%
ACM
2427
AUA Capital Management
Pennsylvania
$337K +$82.6K +622 +35%
SIM
2428
Sterling Investment Management
Arizona
$336K
NWM
2429
Northwest Wealth Management
Iowa
$335K +$1.06K +8 +0.3%
CSM
2430
CAMG Solamere Management
North Carolina
$335K +$18.2K +137 +6%
RFN
2431
RDA Financial Network
Iowa
$330K +$3.45K +26 +1%
AIM
2432
Axiom Investment Management
New York
$329K -$22.6K -170 -7%
ARG
2433
Advisory Resource Group
Oklahoma
$327K -$266 -2 -0.1%
BWA
2434
Beam Wealth Advisors
Louisiana
$326K +$12.5K +94 +4%
TIA
2435
Traphagen Investment Advisors
New Jersey
$326K +$22.7K +171 +8%
DCM
2436
Driehaus Capital Management
Illinois
$325K -$8.89K -67 -3%
PA
2437
Planning Alternatives
Michigan
$325K
HC
2438
HNP Capital
New York
$325K +$301K +2,268 New
SCM
2439
Shapiro Capital Management
Georgia
$324K
STB
2440
S&T Bank
Pennsylvania
$322K -$99.2K -747 -24%
GCAC
2441
Guardian Capital Advisors (Canada)
Ontario, Canada
$322K +$297K +2,236 New
PFM
2442
Peak Financial Management
Massachusetts
$321K
HCM
2443
HM Capital Management
Missouri
$320K
OCM
2444
Orser Capital Management
Texas
$320K
SSG
2445
Summit Securities Group
New York
$319K -$319K -2,405 -51%
JF
2446
Jump Financial
Illinois
$319K +$305K +2,296 New
BOS
2447
Bank of Stockton
California
$318K +$13.1K +99 +5%
MFS
2448
McNamara Financial Services
Massachusetts
$317K -$51.4K -387 -15%
BJ
2449
Brouwer & Janachowski
California
$316K
SFPG
2450
Stonebridge Financial Planning Group
Florida
$312K

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.