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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 %
OIA
2576
Optimum Investment Advisors
Illinois
$695K – – –
MWM
2577
MGB Wealth Management
Texas
$694K +$280K +1,690 +68%
CAWM
2578
Capital Advisors Wealth Management
Washington
$692K +$25.7K +156 +4%
EFL
2579
ERn Financial LLC
Wisconsin
$692K +$25.6K +155 +4%
AWP
2580
Abacus Wealth Partners
California
$690K -$71.6K -434 -9%
MIM
2581
Morningstar Investment Management
Illinois
$690K -$185K -1,119 -21%
JSC
2582
Jackson Square Capital
California
$690K -$392K -2,376 -36%
BWM
2583
Boyd Wealth Management
California
$689K – – –
SAM
2584
Strategy Asset Managers
California
$688K -$77.8K -513 -10%
FFG
2585
Frisch Financial Group
New York
$687K -$20.5K -124 -3%
FFA
2586
Frazier Financial Advisors
Ohio
$686K -$5.94K -36 -0.9%
CIA
2587
Citadel Investment Advisory
Ohio
$686K – – –
CNAM
2588
Campbell Newman Asset Management
Wisconsin
$684K – – –
WFA
2589
Wellspring Financial Advisors
Ohio
$684K +$21.9K +133 +3%
SA
2590
SRH Advisors
Kansas
$684K -$2.31K -14 -0.3%
LA
2591
Latitude Advisors
Florida
$684K -$5.61K -34 -0.8%
TWM
2592
Tradition Wealth Management
Minnesota
$682K +$79.2K +480 +13%
MA
2593
MKT Advisors
California
$681K -$36.6K -221 -5%
WAG
2594
Windsor Advisory Group
Ohio
$680K +$47.8K +290 +8%
PFG
2595
Prosperity Financial Group
California
$680K +$1.15K +7 +0.2%
WQ
2596
Wealth Quarterback
New Jersey
$679K -$50.1K -304 -7%
AIM
2597
Acropolis Investment Management
Missouri
$677K -$64K -388 -9%
BWA
2598
Bordeaux Wealth Advisors
California
$675K -$11.9K -72 -2%
SP
2599
Stonebrook Private
Michigan
$674K -$270K -1,639 -29%
MW
2600
Members Wealth
Pennsylvania
$673K +$673K +4,259 New
102 103
104
105 106