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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
TW
2026
Towerpoint Wealth
California
$1.44M +$817 +5 +0.1%
CW
2027
Cook Wealth
North Carolina
$1.44M +$981K +6,000 +227%
MFWP
2028
Mosaic Family Wealth Partners
Missouri
$1.43M -$7.52K -46 -0.5%
CWM
2029
Centric Wealth Management
Illinois
$1.43M -$35.8K -219 -3%
SWIM
2030
Smallwood Wealth Investment Management
New Jersey
$1.43M -$171K -1,047 -11%
BWA
2031
Burt Wealth Advisors
Maryland
$1.43M -$45K -275 -3%
BTWM
2032
Baker Tilly Wealth Management
Wisconsin
$1.43M -$1.68M -10,302 -54%
MF
2033
Magnetar Financial
Illinois
$1.43M +$1.42M +8,659 New
AMBIA
2034
Allen Mooney & Barnes Investment Advisors
Georgia
$1.42M -$144K -883 -9%
MAM
2035
Milestone Asset Management
Pennsylvania
$1.42M -$452K -2,762 -24%
DAC
2036
Dividend Assets Capital
South Carolina
$1.42M -$294K -1,800 -17%
MIM
2037
MTM Investment Management
South Carolina
$1.42M +$3.92K +24 +0.3%
AWM
2038
Aprio Wealth Management
Georgia
$1.41M +$417K +2,550 +42%
QIM
2039
Quest Investment Management
Oregon
$1.41M -$56.9K -348 -4%
WF
2040
Wayfinding Financial
Washington
$1.41M -$1.96K -12 -0.1%
MFG
2041
Menard Financial Group
Texas
$1.41M +$119K +727 +9%
MIS
2042
Morningstar Investment Services
Illinois
$1.4M -$23.8M -145,774 -95%
PCFFS
2043
Pacific Center for Financial Services
California
$1.4M +$163 +1 +0%
PP
2044
Pacifica Partners
Canada
$1.39M -$257K -1,571 -16%
NERM
2045
New England Research & Management
Illinois
$1.39M -$131K -801 -9%
MA
2046
MBA Advisors
Pennsylvania
$1.39M -$23.7K -145 -2%
VCM
2047
Violich Capital Management
California
$1.39M
WF
2048
WoodTrust Financial
Wisconsin
$1.39M -$3.92K -24 -0.3%
AWM
2049
Aberdeen Wealth Management
Illinois
$1.39M -$342K -2,092 -20%
IP
2050
Investment Partners
Ohio
$1.38M +$35.6K +218 +3%

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.