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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
NSIM
1001
North Star Investment Management
Illinois
$6.77M -$198K -1,209 -3%
FVWA
1002
Foster Victor Wealth Advisors
South Carolina
$6.77M +$142K +871 +2%
RCAG
1003
Rehmann Capital Advisory Group
Michigan
$6.74M +$231K +1,413 +4%
FFA
1004
Farther Finance Advisors
California
$6.7M +$1.49M +9,095 +28%
RCA
1005
Ranch Capital Advisors
Florida
$6.69M -$1.86M -11,400 -22%
MIM
1006
Martin Investment Management
Florida
$6.68M -$226K -1,384 -3%
FFP
1007
FourThought Financial Partners
Florida
$6.67M -$34.5K -211 -0.5%
RC
1008
Roundview Capital
New Jersey
$6.65M -$101K -620 -2%
IEFM
1009
IQ EQ Fund Management
Ireland
$6.65M +$18.3K +112 +0.3%
SAM
1010
SP Asset Management
California
$6.59M +$109K +669 +2%
SEP
1011
Southland Equity Partners
Missouri
$6.56M +$476K +2,910 +8%
KFC
1012
Klingenstein Fields & Co
New York
$6.56M -$372K -2,275 -5%
AWA
1013
Arkadios Wealth Advisors
Georgia
$6.54M +$2.62M +16,041 +68%
IBOK
1014
Independence Bank of Kentucky
Kentucky
$6.54M +$1.71M +10,443 +36%
ADL
1015
Asset Dedication LLC
California
$6.52M +$26.8K +164 +0.4%
LA
1016
Lakeside Advisors
Washington
$6.51M -$122K -746 -2%
RA
1017
RFG Advisory
Alabama
$6.51M +$874K +5,345 +16%
MDCM
1018
Morgan Dempsey Capital Management
Wisconsin
$6.45M -$3.08M -18,832 -33%
CICI
1019
Capital Investment Counsel Inc
North Carolina
$6.43M -$43.3K -265 -0.7%
HS
1020
Horan Securities
United States
$6.42M +$620K +3,791 +11%
RPC
1021
Rossmore Private Capital
Connecticut
$6.42M +$4.41K +27 +0.1%
TG
1022
TCW Group
California
$6.41M +$223K +1,364 +4%
CCG
1023
Chatham Capital Group
Georgia
$6.4M +$97.6K +597 +2%
WA
1024
WBH Advisory
Maryland
$6.4M -$31.4K -192 -0.5%
FTIS
1025
First Trust Investment Solutions
Florida
$6.39M +$88.4K +541 +1%

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.