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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
AAMA
1251
Advanced Asset Management Advisors
Ohio
$2.52M +$24.5K +204 +0.9%
NFG
1252
Next Financial Group
Texas
$2.51M -$38K -317 -1%
RFM
1253
Royal Fund Management
Florida
$2.51M -$388K -3,232 -12%
GIM
1254
Guardian Investment Management
California
$2.51M -$83.4K -695 -3%
NIM
1255
Nicollet Investment Management
Minnesota
$2.51M +$52.3K +436 +2%
AWM
1256
Altus Wealth Management
Kentucky
$2.49M +$491K +4,095 +22%
CRCM
1257
Crystal Rock Capital Management
Illinois
$2.49M +$2.72M +22,675 New
SFFS
1258
Stonehage Fleming Financial Services
Jersey
$2.49M +$90.6K +755 +3%
AFM
1259
Abbot Financial Management
Massachusetts
$2.49M -$1.44K -12 -0.1%
RPC
1260
Rossmore Private Capital
Connecticut
$2.49M +$1.45M +12,116 +115%
MWM
1261
Mission Wealth Management
California
$2.48M -$26.9K -224 -1%
FCCM
1262
First City Capital Management
Georgia
$2.47M -$70.9K -591 -3%
RA
1263
RFG Advisory
Alabama
$2.47M +$74.5K +621 +3%
NMIFOAC
1264
National Mutual Insurance Federation of Agricultural Cooperatives
Japan
$2.46M – – –
RMA
1265
Roffman Miller Associates
Pennsylvania
$2.46M +$148K +1,230 +6%
CHAM
1266
Clear Harbor Asset Management
Connecticut
$2.46M +$137K +1,138 +5%
BDWM
1267
Brewin Dolphin Wealth Management
Ireland
$2.45M -$9.6K -80 -0.4%
PK
1268
Pflug Koory
Nebraska
$2.45M +$50.4K +420 +2%
BSA
1269
Bull Street Advisors
Georgia
$2.43M +$669K +5,571 +34%
GWM
1270
Gray Wealth Management
Maine
$2.43M +$2.64M +21,991 New
SC
1271
Searle & Co
Connecticut
$2.43M -$24K -200 -0.9%
DTC
1272
Davidson Trust Company
Washington
$2.43M -$80.9K -674 -3%
FL
1273
Fort LP
Maryland
$2.43M -$59.9K -499 -2%
WGA
1274
Weather Gauge Advisory
Virginia
$2.42M -$61.6K -513 -2%
GL
1275
Graypoint LLC
New York
$2.41M +$2.63M +21,919 New
49 50
51
52 53

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.