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Procter & Gamble
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Overview Fund Activity

3,625 hedge funds and large institutions have $261B invested in Procter & Gamble in 2024 Q2 according to their latest regulatory filings, with 170 funds opening new positions, 1,490 increasing their positions, 1,544 reducing their positions, and 117 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,625
Holders Change
+2
Holders Change %
+0.06%
% of All Funds
52.72%
Holding in Top 10
216
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+0.47%
% of All Funds
3.14%
New
170
Increased
1,490
Reduced
1,544
Closed
117
Calls
$2.43B
Puts
$1.84B
Net Calls
+$594M
Net Calls Change
-$8.49M

Top Buyers

1
GQG Partners
GQG Partners
Florida
+$1.48B
2
Goldman Sachs
Goldman Sachs
New York
+$667M
3
UBS AM
UBS AM
Illinois
+$590M
4
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$528M
5
Geode Capital Management
Geode Capital Management
Massachusetts
+$425M

Top Sellers

1
GA
GFS Advisors
Texas
-$2B
2
Barclays
Barclays
United Kingdom
-$923M
3
Marshall Wace
Marshall Wace
United Kingdom
-$478M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$271M
5
ICP
Ilex Capital Partners
United Kingdom
-$228M
Name Holding Trade Value Shares
Change 		Shares
Change %
SCA
2526
Sandy Cove Advisors
Massachusetts
$739K +$825 +5 +0.1%
AR
2527
Apeiron RIA
Texas
$737K +$114K +693 +18%
FAT
2528
First American Trust
California
$737K -$155K -937 -17%
HP
2529
Holistic Planning
Texas
$736K – – –
VCWA
2530
Vanguard Capital Wealth Advisors
Colorado
$735K -$17.2K -104 -2%
FA
2531
Fountainhead AM
New Jersey
$734K +$27.4K +166 +4%
CWM
2532
Cahaba Wealth Management
Georgia
$734K -$17.2K -104 -2%
PWA
2533
Physician Wealth Advisors
Utah
$733K +$20.4K +122 +3%
SWM
2534
Sugarloaf Wealth Management
Georgia
$733K +$990 +6 +0.1%
TC
2535
Trilogy Capital
California
$732K +$112K +678 +18%
TIM
2536
Tortoise Investment Management
New York
$732K -$69.3K -420 -9%
FNBSF
2537
First National Bank Sioux Falls
South Dakota
$732K – – –
LRWA
2538
Long Run Wealth Advisors
New York
$732K +$495 +3 +0.1%
AAP
2539
Arax Advisory Partners
Colorado
$731K +$162K +981 +28%
SWM
2540
Shakespeare Wealth Management
Wisconsin
$731K -$330 -2 -0%
CCIA
2541
Cherry Creek Investment Advisors
Colorado
$729K +$4.29K +26 +0.6%
AWA
2542
Acorn Wealth Advisors
Michigan
$729K +$4.95K +30 +0.7%
B
2543
Birchbrook
Maine
$729K -$825 -5 -0.1%
CFO
2544
Callan Family Office
Pennsylvania
$728K +$103K +624 +16%
BCM
2545
Bienville Capital Management
New York
$727K – – –
KA
2546
Kozak & Associates
Colorado
$724K -$106K -647 -13%
LWM
2547
Lyell Wealth Management
California
$723K +$75.4K +457 +12%
AC
2548
AlphaCore Capital
California
$720K +$29.8K +181 +4%
MTWM
2549
Masso Torrence Wealth Management
New Jersey
$719K +$52.8K +320 +8%
LJAC
2550
L.J. Altfest & Co
New York
$719K -$9.89K -60 -1%
100 101
102
103 104