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Procter & Gamble
PG

2,676 hedge funds and large institutions have $176B invested in Procter & Gamble in 2020 Q1 according to their latest regulatory filings, with 132 funds opening new positions, 1,031 increasing their positions, 1,246 reducing their positions, and 143 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more funds holding in top 10

Funds holding in top 10: 322 → 404 (+82)

22% more call options, than puts

Call options by funds: $1.52B | Put options by funds: $1.24B

1.34% more ownership

Funds ownership: 63.62% → 64.96% (+1.3%)

8% less first-time investments, than exits

New positions opened: 132 | Existing positions closed: 143

2% less funds holding

Funds holding: 2,722 → 2,676 (-46)

11% less capital invested

Capital invested by funds: $198B → $176B (-$21.7B)

17% less repeat investments, than reductions

Existing positions increased: 1,031 | Existing positions reduced: 1,246

Holders
2,676
Holders Change
-46
Holders Change %
-1.69%
% of All Funds
58.96%
Holding in Top 10
404
Holding in Top 10 Change
+82
Holding in Top 10 Change %
+25.47%
% of All Funds
8.9%
New
132
Increased
1,031
Reduced
1,246
Closed
143
Calls
$1.52B
Puts
$1.24B
Net Calls
+$275M
Net Calls Change
+$388M

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$887M
2
Vanguard Group
Vanguard Group
Pennsylvania
+$702M
3
Janus Henderson Group
Janus Henderson Group
United Kingdom
+$542M
4
Franklin Resources
Franklin Resources
California
+$503M
5
JP Morgan Chase
JP Morgan Chase
New York
+$402M

Top Sellers

Rank Fund Capital Flow
1
Loomis, Sayles & Company
Loomis, Sayles & Company
Massachusetts
-$595M
2
Fisher Asset Management
Fisher Asset Management
Washington
-$439M
3
BlackRock
BlackRock
New York
-$437M
4
CSIA
Charles Schwab Investment Advisory
California
-$419M
5
Barclays
Barclays
United Kingdom
-$318M
Name Holding Trade Value Shares
Change 		Change in
Stake
MWA
2701
Marshall Wace Asia
Hong Kong
– -$6.02M -48,204 Closed
Qube Research & Technologies (QRT)
2702
Qube Research & Technologies (QRT)
United Kingdom
– -$5.68M -45,481 Closed
ZCA
2703
Zeke Capital Advisors
Pennsylvania
– -$4.64M -37,138 Closed
PAS
2704
Park Avenue Securities
New York
– -$3.68M -29,429 Closed
OCM
2705
Orleans Capital Management
Louisiana
– -$3.6M -28,800 Closed
AA
2706
ALPS Advisors
Colorado
– -$3.06M -24,525 Closed
TC
2707
Trilogy Capital
California
– -$2.97M -24,370 Closed
CFM
2708
Coronation Fund Managers
South Africa
– -$2.96M -23,663 Closed
HT
2709
HAP Trading
New York
– -$2.81M -23,415 Closed
HI
2710
Hoey Investments
Pennsylvania
– -$2.91M -23,269 Closed
BOCM
2711
Bontempo Ohly Capital Management
Maryland
– -$2.65M -21,202 Closed
PL
2712
Perpetual Ltd
Australia
– -$2.4M -19,253 Closed
AIM
2713
Aigen Investment Management
New York
– -$2.21M -17,665 Closed
AAM
2714
Arabesque Asset Management
United Kingdom
– -$2.17M -17,410 Closed
VI
2715
Versor Investments
New York
– -$2.17M -17,400 Closed
HP
2716
Hikari Power
Japan
– -$2.17M -17,370 Closed
WI
2717
WBI Investments
New Jersey
– -$2.17M -17,369 Closed
CF
2718
Copperwynd Financial
Arizona
– -$2.03M -16,273 Closed
BAM
2719
Blueshift Asset Management
New Jersey
– -$1.86M -14,884 Closed
MCAI
2720
Members Capital Advisors Inc
Wisconsin
– -$1.72M -13,789 Closed
SGCA
2721
Steel Grove Capital Advisors
Tennessee
– -$1.64M -13,098 Closed
VIG
2722
Vienna Insurance Group
Poland
– -$1.46M -11,680 Closed
OAM
2723
Oxford Asset Management
United Kingdom
– -$1.38M -11,037 Closed
MWP
2724
MYCIO Wealth Partners
Pennsylvania
– -$1.35M -10,803 Closed
BAM
2725
Beaumont Asset Management
Texas
– -$1.32M -10,590 Closed
107 108
109
110 111

PG Hedge Fund Activity: Q1 2020 in Review

2,676 of the 4,539 institutional investors tracked by Wall St. Rank reported a position in Procter & Gamble (PG) for Q1 2020, worth a combined $176B — down 11% from $198B a quarter earlier.

Sellers outnumbered buyers: 143 funds closed out of PG and 132 opened new positions — a net loss of 11 holders — while 1,246 trimmed existing stakes and 1,031 added.

The largest buyer was Morgan Stanley, adding an estimated $887M. The largest seller was Loomis, Sayles & Company, cutting an estimated $595M.

  • 2,676 institutional investors held Procter & Gamble (PG) as of Q1 2020, down from 2,722 in Q4 2019.
  • Funds reported $176B of Procter & Gamble stock for Q1 2020, down 11% quarter-over-quarter.
  • 132 funds opened new Procter & Gamble positions in Q1 2020 and 143 closed out, a net change of -11 holders.
  • The largest Procter & Gamble buyer in Q1 2020 was Morgan Stanley, an estimated $887M added.
  • The largest Procter & Gamble seller in Q1 2020 was Loomis, Sayles & Company, an estimated $595M sold.

Based on aggregated 13F filings for Q1 2020.