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Procter & Gamble

3,649 hedge funds and large institutions have $255B invested in Procter & Gamble in 2024 Q1 according to their latest regulatory filings, with 232 funds opening new positions, 1,390 increasing their positions, 1,646 reducing their positions, and 116 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 232 | Existing positions closed: 116

32% more call options, than puts

Call options by funds: $2.51B | Put options by funds: $1.91B

9% more capital invested

Capital invested by funds: $234B → $255B (+$20.6B)

7% more funds holding in top 10

Funds holding in top 10: 203217 (+14)

2% more funds holding

Funds holding: 3,5793,649 (+70)

0.94% less ownership

Funds ownership: 67.84%66.9% (-0.94%)

16% less repeat investments, than reductions

Existing positions increased: 1,390 | Existing positions reduced: 1,646

Holders
3,649
Holders Change
+70
Holders Change %
+1.96%
% of All Funds
52.56%
Holding in Top 10
217
Holding in Top 10 Change
+14
Holding in Top 10 Change %
+6.9%
% of All Funds
3.13%
New
232
Increased
1,390
Reduced
1,646
Closed
116
Calls
$2.51B
Puts
$1.91B
Net Calls
+$603M
Net Calls Change
+$192M
Name Holding Trade Value Shares
Change
Change in
Stake
DekaBank Deutsche Girozentrale
51
DekaBank Deutsche Girozentrale
Germany
$719M +$22.8M +145,523 +3%
Lazard Asset Management
52
Lazard Asset Management
New York
$711M -$102M -647,571 -13%
Stifel Financial
53
Stifel Financial
Missouri
$710M +$12.3M +78,268 +2%
BG
54
Bahl & Gaynor
Ohio
$681M -$7.19M -45,829 -1%
RhumbLine Advisers
55
RhumbLine Advisers
Massachusetts
$676M -$46.7M -297,649 -7%
Principal Financial Group
56
Principal Financial Group
Iowa
$673M +$4.48M +28,560 +0.7%
US Bancorp
57
US Bancorp
Minnesota
$667M -$3.24M -20,640 -0.5%
BA
58
Bridgewater Associates
Connecticut
$666M -$84.2M -536,793 -12%
Bank of Montreal
59
Bank of Montreal
Ontario, Canada
$655M -$80.2M -511,050 -11%
Schroder Investment Management Group
60
Schroder Investment Management Group
United Kingdom
$635M +$150M +956,529 +32%
ClearBridge Investments
61
ClearBridge Investments
New York
$624M -$4.06M -25,861 -0.7%
Parnassus Investments
62
Parnassus Investments
California
$624M -$6.11M -38,981 -1%
California State Teachers Retirement System (CalSTRS)
63
California State Teachers Retirement System (CalSTRS)
California
$623M +$4.81M +30,696 +0.8%
National Pension Service
64
National Pension Service
South Korea
$587M +$7.84M +50,020 +1%
TD Asset Management
65
TD Asset Management
Ontario, Canada
$579M +$299M +1,907,716 +115%
APG Asset Management
66
APG Asset Management
Netherlands
$578M +$710K +4,525 +0.1%
Fayez Sarofim & Co
67
Fayez Sarofim & Co
Texas
$553M -$28M -178,673 -5%
New York State Common Retirement Fund
68
New York State Common Retirement Fund
New York
$548M -$13.2M -84,259 -2%
Envestnet Asset Management
69
Envestnet Asset Management
Illinois
$527M +$44.4M +283,261 +10%
RJA
70
Raymond James & Associates
Florida
$509M +$13.1M +83,441 +3%
Marshall Wace
71
Marshall Wace
United Kingdom
$473M +$320M +2,038,090 +232%
CWP
72
Capital Wealth Planning
Florida
$473M -$1.17M -7,450 -0.3%
Robeco Institutional Asset Management
73
Robeco Institutional Asset Management
Netherlands
$465M +$42.5M +270,681 +10%
LPL Financial
74
LPL Financial
California
$464M +$23.8M +151,499 +6%
Prudential Financial
75
Prudential Financial
New Jersey
$460M -$59.8M -381,206 -12%

PG Hedge Fund Activity: Q1 2024 in Review

3,649 of the 6,943 institutional investors tracked by Wall St. Rank reported a position in Procter & Gamble (PG) for Q1 2024, worth a combined $255B — up 8.8% from $234B a quarter earlier.

Buyers outnumbered sellers: 232 funds opened new PG positions and 116 closed out — a net gain of 116 holders — while 1,390 added to existing stakes and 1,646 trimmed.

The largest buyer was Franklin Resources, adding an estimated $1.13B. The largest seller was Morgan Stanley, cutting an estimated $7.7B.

  • 3,649 institutional investors held Procter & Gamble (PG) as of Q1 2024, up from 3,579 in Q4 2023.
  • Funds reported $255B of Procter & Gamble stock for Q1 2024, up 8.8% quarter-over-quarter.
  • 232 funds opened new Procter & Gamble positions in Q1 2024 and 116 closed out, a net change of +116 holders.
  • The largest Procter & Gamble buyer in Q1 2024 was Franklin Resources, an estimated $1.13B added.
  • The largest Procter & Gamble seller in Q1 2024 was Morgan Stanley, an estimated $7.7B sold.

Based on aggregated 13F filings for Q1 2024.