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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
RCYC
526
Richard C. Young & Co
Rhode Island
$19.9M +$270K +1,649 +1%
GD
527
Grandfield & Dodd
New York
$19.9M +$168K +1,030 +0.9%
AWAG
528
ARS Wealth Advisors Group
Florida
$19.8M +$197K +1,204 +1%
ACA
529
Anchor Capital Advisors
Massachusetts
$19.7M -$331K -2,027 -2%
JMFC
530
J.M. Forbes & Co
Massachusetts
$19.7M +$341K +2,087 +2%
BSA
531
Braun Stacey Associates
New York
$19.7M +$54.4K +333 +0.3%
TI
532
Tidal Investments
Wisconsin
$19.6M +$1.37M +8,378 +8%
BFIM
533
Beese Fulmer Investment Management
Ohio
$19.6M +$157K +961 +0.8%
WTC
534
WhitTier Trust Company
Nevada
$19.6M +$100K +612 +0.5%
NMERB
535
New Mexico Educational Retirement Board
New Mexico
$19.6M
BBA
536
BLB&B Advisors
Pennsylvania
$19.6M -$281K -1,717 -1%
TI
537
Truepoint Inc
Ohio
$19.5M -$1.2M -7,341 -6%
HWMO
538
Heritage Wealth Management (Ohio)
Ohio
$19.5M +$19.3M +118,147 New
NAS
539
Nicolet Advisory Services
Wisconsin
$19.3M +$285K +1,745 +2%
CL
540
Choreo LLC
Illinois
$19.3M +$9.63M +58,892 +99%
MCCA
541
Mill Creek Capital Advisors
Pennsylvania
$19.2M -$87.1K -533 -0.5%
CTA
542
Colonial Trust Advisors
South Carolina
$18.9M -$144K -880 -0.8%
TCM
543
Telos Capital Management
California
$18.9M +$422K +2,579 +2%
YL
544
YCG LLC
Texas
$18.9M +$15K +92 +0.1%
VA
545
Vident Advisory
Georgia
$18.9M +$3.77M +23,057 +25%
HAG
546
HighPoint Advisor Group
Illinois
$18.9M +$786K +4,808 +4%
P
547
Pitcairn
Pennsylvania
$18.8M +$9.15K +56 +0%
HCMT
548
Highland Capital Management (Tennessee)
Tennessee
$18.8M +$35.5K +217 +0.2%
HBT
549
Hills Bank & Trust
Iowa
$18.8M -$1.13M -6,915 -6%
SW
550
Simplicity Wealth
New Jersey
$18.6M +$642K +3,930 +4%

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.