Procter & Gamble
2,675 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, 1,032 increasing their positions, 1,245 reducing their positions, and 144 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
1.31% more ownership
Funds ownership: 63.53% → 64.83% (+1.3%)
8% less first-time investments, than exits
New positions opened: 132 | Existing positions closed: 144
2% less funds holding
Funds holding: 2,724 → 2,675 (-49)
11% less capital invested
Capital invested by funds: $198B → $176B (-$21.8B)
17% less repeat investments, than reductions
Existing positions increased: 1,032 | Existing positions reduced: 1,245
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$887M |
| 2 |
Vanguard Group
Malvern,
Pennsylvania
|
+$702M |
| 3 |
Janus Henderson Group
London,
|
+$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
2,675 of the 4,548 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: 144 funds closed out of PG and 132 opened new positions — a net loss of 12 holders — while 1,245 trimmed existing stakes and 1,032 added.
The largest buyer was Morgan Stanley, adding an estimated $887M. The largest seller was Loomis, Sayles & Company, cutting an estimated $595M.
- 2,675 institutional investors held Procter & Gamble (PG) as of Q1 2020, down from 2,724 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 144 closed out, a net change of -12 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.