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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
Fisher Asset Management
126
Fisher Asset Management
Washington
$165M -$439M -3,654,398 -71%
Neuberger Berman Group
127
Neuberger Berman Group
New York
$162M -$35M -291,335 -17%
Baird Financial Group
128
Baird Financial Group
Wisconsin
$162M +$1.88M +15,673 +1%
SO
129
STRS Ohio
Ohio
$161M +$8.64M +72,003 +5%
Envestnet Asset Management
130
Envestnet Asset Management
Illinois
$158M +$25.1M +209,465 +17%
Skandinaviska Enskilda Banken (SEB)
131
Skandinaviska Enskilda Banken (SEB)
Sweden
$156M +$2.76M +22,986 +2%
Federated Hermes
132
Federated Hermes
Pennsylvania
$156M -$5.93M -49,427 -3%
EAM
133
Eagle Asset Management
Florida
$155M -$1.47M -12,264 -0.9%
JMPWA
134
JP Morgan Private Wealth Advisors
California
$154M +$12.4M +103,239 +8%
SIG
135
Senator Investment Group
New York
$151M +$164M +1,370,000 New
Two Sigma Advisers
136
Two Sigma Advisers
New York
$151M +$161M +1,344,800 +5,489%
Ohio Public Employees Retirement System (OPERS)
137
Ohio Public Employees Retirement System (OPERS)
Ohio
$151M -$16.8M -140,267 -9%
Commonwealth Equity Services
138
Commonwealth Equity Services
Massachusetts
$150M -$1.5M -12,506 -0.9%
CB
139
Commerce Bank
Missouri
$147M +$840K +6,997 +0.5%
LPL Financial
140
LPL Financial
California
$147M +$4.55M +37,948 +3%
Jennison Associates
141
Jennison Associates
New York
$147M +$70.7M +589,300 +79%
BNP Paribas Asset Management
142
BNP Paribas Asset Management
France
$147M +$2.78M +23,189 +2%
GT
143
Glenmede Trust
Pennsylvania
$146M – – –
FWIA
144
Fort Washington Investment Advisors
Ohio
$143M -$703K -5,861 -0.5%
Mawer Investment Management
145
Mawer Investment Management
Alberta, Canada
$140M +$4.96M +41,299 +3%
Luther King Capital Management (LKCM)
146
Luther King Capital Management (LKCM)
Texas
$138M +$1.5M +12,526 +1%
GIA
147
Gateway Investment Advisers
Ohio
$138M +$12.8M +106,259 +9%
Axa
148
Axa
France
$137M +$26.9M +224,049 +22%
Ensign Peak Advisors
149
Ensign Peak Advisors
Utah
$136M +$9.34M +77,799 +7%
ProShare Advisors
150
ProShare Advisors
Maryland
$136M -$27.3M -227,243 -16%
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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.