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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
CC
2451
Callan Capital
California
$311K -$27.6K -208 -8%
AC
2452
Avenir Corporation
Virginia
$309K
TIM
2453
Total Investment Management
Arizona
$309K
Edgewood Management
2454
Edgewood Management
Connecticut
$306K
FWSM
2455
First Wilshire Securities Management
California
$306K
RWG
2456
Regal Wealth Group
California
$306K
PCA
2457
Providence Capital Advisors
North Carolina
$306K +$3.05K +23 +1%
BFIC
2458
Bedell Frazier Investment Counselling
California
$305K +$3.19K +24 +1%
DI
2459
DFPG Investments
Utah
$305K +$15.3K +115 +6%
MTCM
2460
Mint Tower Capital Management
Netherlands
$305K +$293K +2,210 New
TC
2461
Tatro Capital
Kentucky
$304K -$2.12K -16 -0.7%
PWAG
2462
Polaris Wealth Advisory Group
California
$300K -$174K -1,310 -38%
CCA
2463
Catalyst Capital Advisors
New York
$300K -$112K -845 -28%
LI
2464
LVZ Inc
Michigan
$300K -$2.65K -20 -0.9%
KM
2465
Kalos Management
Georgia
$299K -$55.5K -418 -16%
MS
2466
Mizuho Securities
Japan
$299K +$98.2K +740 +52%
ACP
2467
Aveo Capital Partners
Colorado
$299K +$285K +2,149 New
FRM
2468
Fox Run Management
Connecticut
$298K -$187K -1,411 -40%
EIA
2469
Eldridge Investment Advisors
New Hampshire
$298K
MAG
2470
Mayfair Advisory Group
Alabama
$298K +$285K +2,146 New
SEIA
2471
Signature Estate & Investment Advisors
California
$297K +$23.6K +178 +9%
HKIM
2472
Hayek Kallen Investment Management
Alabama
$296K -$13.1K -99 -4%
LI
2473
Latash Investments
Alaska
$296K
SAG
2474
Spotlight Asset Group
Illinois
$296K +$3.32K +25 +1%
FMP
2475
Financial Management Professionals
Texas
$295K -$4.51K -34 -2%

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.