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Procter & Gamble

3,653 hedge funds and large institutions have $262B invested in Procter & Gamble in 2024 Q2 according to their latest regulatory filings, with 173 funds opening new positions, 1,501 increasing their positions, 1,554 reducing their positions, and 119 closing their positions.

New
Increased
Maintained
Reduced
Closed

45% more first-time investments, than exits

New positions opened: 173 | Existing positions closed: 119

32% more call options, than puts

Call options by funds: $2.43B | Put options by funds: $1.84B

3% more capital invested

Capital invested by funds: $255B → $262B (+$7B)

0% more funds holding in top 10

Funds holding in top 10: 217218 (+1)

0.39% more ownership

Funds ownership: 66.9%67.29% (+0.39%)

0% more funds holding

Funds holding: 3,6493,653 (+4)

3% less repeat investments, than reductions

Existing positions increased: 1,501 | Existing positions reduced: 1,554

Holders
3,653
Holders Change
+4
Holders Change %
+0.11%
% of All Funds
52.75%
Holding in Top 10
218
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+0.46%
% of All Funds
3.15%
New
173
Increased
1,501
Reduced
1,554
Closed
119
Calls
$2.43B
Puts
$1.84B
Net Calls
+$594M
Net Calls Change
-$8.48M
Name Holding Trade Value Shares
Change
Change in
Stake
LL
3351
LWMG LLC
Minnesota
$247K +$18K +110 +8%
CWM
3352
CarsonAllaria Wealth Management
Illinois
$246K -$25.5K -156 -9%
IFPG
3353
Intrepid Financial Planning Group
Indiana
$245K
HFA
3354
High Falls Advisors
New York
$245K
HFW
3355
Horizon Family Wealth
Illinois
$245K +$1.64K +10 +0.7%
CWA
3356
Canvas Wealth Advisors
Kansas
$245K +$30.4K +186 +14%
AFA
3357
Alpha Financial Advisors
North Carolina
$243K -$490 -3 -0.2%
M
3358
MYeCFO
California
$243K
MCA
3359
Millennium Capital Advisors
Arkansas
$242K
ZIG
3360
Zuckerman Investment Group
Illinois
$242K +$2.29K +14 +1%
FWM
3361
Fonville Wealth Management
Virginia
$242K +$240K +1,470 New
WA
3362
Waterford Advisors
New York
$242K
MWA
3363
Miller Wealth Advisors
Colorado
$242K
SWA
3364
ShankerValleau Wealth Advisors
Illinois
$242K +$15.9K +97 +7%
PPG
3365
Peak Planning Group
Colorado
$242K +$240K +1,466 New
MWM
3366
Maripau Wealth Management
Indiana
$242K +$240K +1,465 New
AWM
3367
AllSquare Wealth Management
New York
$241K
AFO
3368
Arrowroot Family Office
California
$241K -$36.8K -225 -13%
BWM
3369
BNC Wealth Management
Oregon
$241K
SWP
3370
Significant Wealth Partners
Illinois
$240K -$284K -1,735 -54%
NJIM
3371
Nabity-Jensen Investment Management
Nebraska
$240K +$49.2K +301 +26%
RAM
3372
Riggs Asset Management
Pennsylvania
$240K +$817 +5 +0.3%
CWA
3373
Capital Wealth Alliance
Arizona
$239K +$15.5K +95 +7%
CPP
3374
Capasso Planning Partners
South Carolina
$239K +$237K +1,449 New
FC
3375
Fairscale Capital
New Hampshire
$238K +$233K +1,426 New

PG Hedge Fund Activity: Q2 2024 in Review

3,653 of the 6,925 institutional investors tracked by Wall St. Rank reported a position in Procter & Gamble (PG) for Q2 2024, worth a combined $262B — up 2.7% from $255B a quarter earlier.

Buyers outnumbered sellers: 173 funds opened new PG positions and 119 closed out — a net gain of 54 holders — while 1,501 added to existing stakes and 1,554 trimmed.

The largest buyer was GQG Partners, adding an estimated $1.47B. The largest seller was Barclays, cutting an estimated $915M.

  • 3,653 institutional investors held Procter & Gamble (PG) as of Q2 2024, up from 3,649 in Q1 2024.
  • Funds reported $262B of Procter & Gamble stock for Q2 2024, up 2.7% quarter-over-quarter.
  • 173 funds opened new Procter & Gamble positions in Q2 2024 and 119 closed out, a net change of +54 holders.
  • The largest Procter & Gamble buyer in Q2 2024 was GQG Partners, an estimated $1.47B added.
  • The largest Procter & Gamble seller in Q2 2024 was Barclays, an estimated $915M sold.

Based on aggregated 13F filings for Q2 2024.