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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
WGCA
1826
Wolf Group Capital Advisors
Virginia
$1.86M +$157K +962 +9%
HNWAG
1827
High Net Worth Advisory Group
Florida
$1.85M
LIG
1828
Lokken Investment Group
Delaware
$1.85M +$128K +785 +8%
IWM
1829
Iams Wealth Management
Nebraska
$1.84M +$49.2K +301 +3%
SFS
1830
Summit Financial Strategies
Ohio
$1.84M -$203K -1,243 -10%
DAM
1831
Diamant Asset Management
Connecticut
$1.84M +$36K +220 +2%
SLFPAM
1832
St. Louis Financial Planners Asset Management
Missouri
$1.83M +$1.84M +11,272 New
VWM
1833
VanWeelden Wealth Management
Ohio
$1.83M +$1.88M +11,512 New
WAM
1834
Walker Asset Management
Missouri
$1.83M +$1.96K +12 +0.1%
NFA
1835
Northern Financial Advisors
Michigan
$1.83M -$46.3K -283 -2%
SIM
1836
Sentry Investment Management
Wisconsin
$1.82M -$369K -2,258 -17%
CPWA
1837
Cerro Pacific Wealth Advisors
California
$1.81M +$1.8M +10,986 New
BSAM
1838
Blue Square Asset Management
New York
$1.81M +$27.8K +170 +2%
SF
1839
Symphony Financial
Texas
$1.81M -$56.2K -344 -3%
CF
1840
Centaurus Financial
California
$1.81M -$4.09K -25 -0.2%
IF
1841
Insight Folios
North Carolina
$1.8M +$1.04M +6,382 +140%
BWA
1842
Beam Wealth Advisors
Louisiana
$1.8M +$1.49M +9,142 +524%
MCA
1843
MSH Capital Advisors
Arizona
$1.8M -$39.4K -241 -2%
CC
1844
Centiva Capital
New York
$1.79M +$1.13M +6,919 +175%
MWM
1845
Massachusetts Wealth Management
Massachusetts
$1.79M -$20.4K -125 -1%
LWM
1846
Lakeridge Wealth Management
Ohio
$1.79M +$14.1K +86 +0.8%
CIP
1847
Convergence Investment Partners
Florida
$1.79M +$541K +3,311 +44%
MSWM
1848
McGlone Suttner Wealth Management
Wisconsin
$1.78M -$91.9K -562 -4%
SIS
1849
Strategic Investment Solutions
Illinois
$1.78M +$1.84M +11,226 New
APIM
1850
Agate Pass Investment Management
Washington
$1.78M +$163 +1 +0%

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.