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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
APG
2451
Abacus Planning Group
South Carolina
$830K +$94.7K +579 +13%
LAM
2452
Lewis Asset Management
California
$828K -$27.1K -166 -3%
WAG
2453
Wheelhouse Advisory Group
Missouri
$823K -$2.13K -13 -0.3%
SIA
2454
Schear Investment Advisers
Ohio
$822K +$5.39K +33 +0.7%
CHJWM
2455
Carlton Hofferkamp & Jenks Wealth Management
Texas
$821K -$6.21K -38 -0.7%
KFA
2456
Kelleher Financial Advisors
New York
$820K -$77.2K -472 -9%
KHCM
2457
Kirtland Hills Capital Management
Ohio
$818K -$11.3K -69 -1%
TA
2458
TruWealth Advisors
Louisiana
$817K -$8.34K -51 -1%
BW
2459
BIP Wealth
Georgia
$816K -$13.4K -82 -2%
LA
2460
Lifeworks Advisors
Michigan
$816K -$17.5K -107 -2%
AMCA
2461
Arthur M. Cohen & Associates
Illinois
$815K
ICP
2462
Ironvine Capital Partners
Nebraska
$815K
EDRIA
2463
Edmonds Duncan Registered Investment Advisors
Kansas
$811K +$817 +5 +0.1%
OFG
2464
OmniStar Financial Group
North Carolina
$810K +$41.2K +252 +5%
QPW
2465
Quantum Private Wealth
Florida
$810K -$19.3K -118 -2%
MIC
2466
Meridian Investment Counsel
California
$808K
NCM
2467
NCM Capital Management
New Jersey
$808K
SFG
2468
Sovereign Financial Group
Connecticut
$806K +$16.3K +100 +2%
DWM
2469
Dechtman Wealth Management
Colorado
$806K -$129K -790 -14%
ZF
2470
Zega Financial
Florida
$805K -$21.3K -130 -3%
SMWM
2471
Silvia McColl Wealth Management
California
$805K
RFA
2472
Resurgent Financial Advisors
Georgia
$804K -$38.6K -236 -5%
SIM
2473
SSI Investment Management
California
$801K -$654 -4 -0.1%
BBNB
2474
Baker Boyer National Bank
Washington
$801K -$278K -1,701 -26%
SWM
2475
Sterling Wealth Management
Illinois
$797K

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.