Procter & Gamble
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.
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
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$887M |
| 2 |
Vanguard Group
Malvern,
Pennsylvania
|
+$702M |
| 3 |
Janus Henderson Group
London,
United Kingdom
|
+$542M |
| 4 |
Franklin Resources
San Mateo,
California
|
+$503M |
| 5 |
JP Morgan Chase
New York
|
+$402M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Loomis, Sayles & Company
Boston,
Massachusetts
|
-$595M |
| 2 |
Fisher Asset Management
Camas,
Washington
|
-$439M |
| 3 |
BlackRock
New York
|
-$437M |
| 4 |
CSIA
Charles Schwab Investment Advisory
San Francisco,
California
|
-$419M |
| 5 |
Barclays
London,
United Kingdom
|
-$318M |
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.