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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
M
701
Mirova
France
$12M +$5.09M +31,105 +75%
SPC
702
Sigma Planning Corp
Michigan
$11.8M -$410K -2,510 -3%
FCH
703
Freestone Capital Holdings
Washington
$11.8M +$310K +1,895 +3%
GFP
704
Gryphon Financial Partners
Ohio
$11.8M +$208K +1,275 +2%
JIR
705
James Investment Research
Ohio
$11.8M -$42.2K -258 -0.4%
CAM
706
Close Asset Management
United Kingdom
$11.8M -$506K -3,095 -4%
DT
707
Diversified Trust
Tennessee
$11.8M -$538K -3,288 -4%
GVAG
708
Great Valley Advisor Group
Delaware
$11.7M +$773K +4,730 +7%
CCM
709
Cohen Capital Management
California
$11.7M
WAM
710
Weatherly Asset Management
California
$11.7M -$67.7K -414 -0.6%
AIM
711
Allen Investment Management
New York
$11.7M
CS
712
Cannell & Spears
New York
$11.6M -$344K -2,103 -3%
MGIA
713
Moneta Group Investment Advisors
Missouri
$11.6M -$36.3K -222 -0.3%
AP
714
Appleton Partners
Massachusetts
$11.6M -$300K -1,832 -3%
ADEF
715
Adams Diversified Equity Fund
Maryland
$11.6M -$25.6M -156,600 -69%
TSW
716
Thompson Siegel & Walmsley
Virginia
$11.6M +$8.97M +54,875 +358%
EH
717
Equitable Holdings
New York
$11.6M +$460K +2,813 +4%
RDFA
718
Ritter Daniher Financial Advisory
Ohio
$11.5M -$498K -3,046 -4%
PNAA
719
Pictet North America Advisors
Switzerland
$11.5M +$7.88M +48,212 +224%
CIA
720
CCM Investment Advisers
South Carolina
$11.5M +$224K +1,369 +2%
WS
721
Wedbush Securities
California
$11.5M -$421K -2,577 -4%
HWM
722
HFR Wealth Management
New York
$11.5M +$63.6K +389 +0.6%
PA
723
Procyon Advisors
Connecticut
$11.5M +$881K +5,388 +8%
ONB
724
Old National Bancorp
Indiana
$11.4M -$1.22M -7,483 -10%
AA
725
AlphaMark Advisors
Kentucky
$11.3M +$2.46M +15,061 +28%

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.