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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
DWAM
3751
Duncan Williams Asset Management
Tennessee
-$241K -1,484 Closed
EWA
3752
Evolution Wealth Advisors
Florida
-$236K -1,455 Closed
PWH
3753
Priebe Wealth Holdings
Minnesota
-$235K -1,449 Closed
SFMG
3754
Sage Financial Management Group
Virginia
-$232K -1,432 Closed
BFG
3755
Baron Financial Group
New Jersey
-$219K -1,351 Closed
VWM
3756
VCI Wealth Management
Missouri
-$215K -1,328 Closed
AA
3757
AlphaQ Advisors
Florida
-$210K -1,297 Closed
RB
3758
Richmond Brothers
Michigan
-$210K -1,293 Closed
CWA
3759
Continuum Wealth Advisors
New York
-$209K -1,290 Closed
HHWM
3760
Hiley Hunt Wealth Management
Nebraska
-$206K -1,268 Closed
RFP
3761
Root Financial Partners
California
-$204K -1,260 Closed
AWA
3762
Alaska Wealth Advisors
Alaska
-$204K -1,259 Closed
SCM
3763
Steele Capital Management
Iowa
-$204K -1,259 Closed
LP
3764
LGL Partners
Pennsylvania
-$201K -1,237 Closed
FSWA
3765
Financial Synergies Wealth Advisors
Texas
-$142K -878 Closed
CMAI
3766
Capital Management Associates Inc
Minnesota
-$78.4K -483 Closed
TWP
3767
TFO Wealth Partners
Ohio
-$54.4K -335 Closed
NC
3768
nVerses Capital
Florida
-$48.7K -300 Closed
VL
3769
Vima LLC
Michigan
-$36K -242 Closed
MIM
3770
Meridiem Investment Management
United Kingdom
-$26.1K -161 Closed
MAM
3771
MMA Asset Management
Pennsylvania
-$19.8K -122 Closed
DMIC
3772
Dixon Mitchell Investment Counsel
British Columbia, Canada
-$8.11K -50 Closed
MUMSS
3773
Mitsubishi UFJ Morgan Stanley Securities
Japan
-$3.25K -20 Closed

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.