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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
Vanguard Group
1
Vanguard Group
Pennsylvania
$30.6B -$351M -2,647,470 -1%
BlackRock
2
BlackRock
New York
$22.6B -$256M -1,929,756 -1%
State Street
3
State Street
Massachusetts
$15.9B -$266M -2,006,804 -2%
Wellington Management Group
4
Wellington Management Group
Massachusetts
$7.38B +$1.16B +8,734,584 +20%
Geode Capital Management
5
Geode Capital Management
Massachusetts
$5.5B +$19M +142,782 +0.4%
Northern Trust
6
Northern Trust
Illinois
$4.5B +$23.7M +178,464 +0.6%
Morgan Stanley
7
Morgan Stanley
New York
$4.22B +$106M +799,059 +3%
Bank of America
8
Bank of America
North Carolina
$4.01B +$413M +3,108,936 +12%
Fidelity Investments
9
Fidelity Investments
Massachusetts
$3.68B +$388M +2,923,554 +12%
Norges Bank
10
Norges Bank
Norway
$3.68B +$40.7M +306,869 +1%
Bank of New York Mellon
11
Bank of New York Mellon
New York
$3.55B -$1.82M -13,705 -0.1%
JP Morgan Chase
12
JP Morgan Chase
New York
$3.03B -$49.8M -374,808 -2%
Wells Fargo
13
Wells Fargo
California
$2.74B +$22.2M +167,506 +0.9%
State Farm Mutual Automobile Insurance
14
State Farm Mutual Automobile Insurance
Illinois
$2.48B
Legal & General Group
15
Legal & General Group
United Kingdom
$2.33B -$4.37M -32,897 -0.2%
N
16
Nuveen
North Carolina
$2.13B -$106M -798,139 -5%
Invesco
17
Invesco
Georgia
$2.1B -$136M -1,021,794 -6%
Charles Schwab
18
Charles Schwab
California
$2.07B -$63.8M -480,601 -3%
UBS AM
19
UBS AM
Illinois
$2.01B +$60.4M +454,654 +3%
Franklin Resources
20
Franklin Resources
California
$1.89B +$71.1M +535,792 +4%
Janus Henderson Group
21
Janus Henderson Group
United Kingdom
$1.79B +$164M +1,237,244 +11%
AllianceBernstein
22
AllianceBernstein
Tennessee
$1.7B -$302M -2,272,942 -16%
UBS Group
23
UBS Group
Switzerland
$1.66B -$11.1M -83,517 -0.7%
CRC
24
Cedar Rock Capital
United Kingdom
$1.53B -$11.8M -88,630 -0.8%
Swiss National Bank
25
Swiss National Bank
Switzerland
$1.48B -$17.3M -130,200 -1%

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.