Procter & Gamble
2,722 hedge funds and large institutions have $198B invested in Procter & Gamble in 2019 Q4 according to their latest regulatory filings, with 332 funds opening new positions, 921 increasing their positions, 1,173 reducing their positions, and 63 closing their positions.
427% more first-time investments, than exits
New positions opened: 332 | Existing positions closed: 63
9% more funds holding
Funds holding: 2,490 → 2,722 (+232)
0% less capital invested
Capital invested by funds: $198B → $198B (-$345M)
0.2% less ownership
Funds ownership: 63.82% → 63.62% (-0.2%)
5% less call options, than puts
Call options by funds: $1.98B | Put options by funds: $2.09B
18% less funds holding in top 10
Funds holding in top 10: 394 → 322 (-72)
21% less repeat investments, than reductions
Existing positions increased: 921 | Existing positions reduced: 1,173
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Janus Henderson Group
London,
United Kingdom
|
+$413M |
| 2 |
Barclays
London,
United Kingdom
|
+$365M |
| 3 |
JFA
Johanson Financial Advisors
Campbell,
California
|
+$315M |
| 4 |
Vanguard Group
Malvern,
Pennsylvania
|
+$279M |
| 5 |
Truist Financial
Charlotte,
North Carolina
|
+$220M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$578M |
| 2 |
TFM
Trian Fund Management
New York
|
-$548M |
| 3 |
AIG
American International Group
New York
|
-$448M |
| 4 |
BlackRock
New York
|
-$407M |
| 5 |
State Farm Mutual Automobile Insurance
Bloomington,
Illinois
|
-$332M |
PG Hedge Fund Activity: Q4 2019 in Review
2,722 of the 5,076 institutional investors tracked by Wall St. Rank reported a position in Procter & Gamble (PG) for Q4 2019, worth a combined $198B — down 0.17% from $198B a quarter earlier.
Buyers outnumbered sellers: 332 funds opened new PG positions and 63 closed out — a net gain of 269 holders — while 921 added to existing stakes and 1,173 trimmed.
The largest buyer was Janus Henderson Group, adding an estimated $413M. The largest seller was Fidelity Investments, cutting an estimated $578M.
- 2,722 institutional investors held Procter & Gamble (PG) as of Q4 2019, up from 2,490 in Q3 2019.
- Funds reported $198B of Procter & Gamble stock for Q4 2019, down 0.17% quarter-over-quarter.
- 332 funds opened new Procter & Gamble positions in Q4 2019 and 63 closed out, a net change of +269 holders.
- The largest Procter & Gamble buyer in Q4 2019 was Janus Henderson Group, an estimated $413M added.
- The largest Procter & Gamble seller in Q4 2019 was Fidelity Investments, an estimated $578M sold.
Based on aggregated 13F filings for Q4 2019.