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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
ODG
2751
O'Dell Group
Ohio
– -$568K -4,545 Closed
CCM
2752
Crabel Capital Management
California
– -$559K -4,477 Closed
WCM
2753
Wisconsin Capital Management
Wisconsin
– -$507K -4,056 Closed
AAM
2754
American Asset Management
Florida
– -$453K -3,624 Closed
ER
2755
Enlightenment Research
Florida
– -$437K -3,500 Closed
LA
2756
Legacy Advisors
Pennsylvania
– -$437K -3,497 Closed
Walleye Capital
2757
Walleye Capital
New York
– -$398K -3,186 Closed
CSPIA
2758
Cary Street Partners Investment Advisory
Virginia
– -$391K -3,127 Closed
SFPM
2759
Sensible Financial Planning & Management
Massachusetts
– -$390K -3,122 Closed
AIM
2760
Aurora Investment Managers
Florida
– -$367K -2,940 Closed
SCI
2761
Stableford Capital II
Arizona
– -$367K -2,938 Closed
GA
2762
GFS Advisors
Texas
– -$365K -2,926 Closed
GCA
2763
Gideon Capital Advisors
New York
– -$343K -2,749 Closed
DIA
2764
Dean Investment Associates
Ohio
– -$332K -2,660 Closed
ARTA
2765
A.R.T. Advisors
New York
– -$326K -2,610 Closed
PI
2766
Pachira Investments
California
– -$314K -2,511 Closed
QCM
2767
Quantinno Capital Management
New York
– -$310K -2,483 Closed
SC
2768
Slow Capital
California
– -$310K -2,478 Closed
RTS
2769
Round Table Services
New Jersey
– -$301K -2,408 Closed
HC
2770
Hamilton Capital
Ohio
– -$284K -2,277 Closed
RI
2771
Ridgewood Investments
New Jersey
– -$280K -2,242 Closed
GCAC
2772
Guardian Capital Advisors (Canada)
Ontario, Canada
– -$276K -2,217 Closed
SDJVC
2773
St. Denis J. Villere & Co
Louisiana
– -$274K -2,200 Closed
NC
2774
Noked Capital
Israel
– -$262K -2,100 Closed
NI
2775
Noked Israel
Israel
– -$262K -2,100 Closed
109 110
111
112 113

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.