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Procter & Gamble

3,719 hedge funds and large institutions have $274B invested in Procter & Gamble in 2024 Q3 according to their latest regulatory filings, with 192 funds opening new positions, 1,568 increasing their positions, 1,519 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed

137% more first-time investments, than exits

New positions opened: 192 | Existing positions closed: 81

2% more funds holding

Funds holding: 3,6533,719 (+66)

10% more call options, than puts

Call options by funds: $2.8B | Put options by funds: $2.55B

5% more capital invested

Capital invested by funds: $262B → $274B (+$12.6B)

3% more repeat investments, than reductions

Existing positions increased: 1,568 | Existing positions reduced: 1,519

0.33% more ownership

Funds ownership: 67.29%67.62% (+0.33%)

6% less funds holding in top 10

Funds holding in top 10: 218205 (-13)

Holders
3,719
Holders Change
+66
Holders Change %
+1.81%
% of All Funds
53.4%
Holding in Top 10
205
Holding in Top 10 Change
-13
Holding in Top 10 Change %
-5.96%
% of All Funds
2.94%
New
192
Increased
1,568
Reduced
1,519
Closed
81
Calls
$2.8B
Puts
$2.55B
Net Calls
+$246M
Net Calls Change
-$348M
Name Holding Trade Value Shares
Change
Change in
Stake
MW
2726
Maia Wealth
Colorado
$656K +$88.3K +520 +16%
MWM
2727
Marion Wealth Management
Pennsylvania
$655K +$71.6K +422 +13%
SRC
2728
Shufro Rose & Co
New York
$655K
SSW
2729
Stone Summit Wealth
Florida
$655K -$29.5K -174 -4%
BA
2730
Ballast Advisors
Minnesota
$654K -$21.2K -125 -3%
SIC
2731
Sterling Investment Counsel
New York
$654K -$22.2K -131 -3%
ACM
2732
Adalta Capital Management
New York
$653K
EWA
2733
Etesian Wealth Advisors
Oregon
$652K -$129K -757 -17%
AFC
2734
AFT Forsyth & Company
Florida
$652K -$12.7K -75 -2%
CPM
2735
Connective Portfolio Management
New York
$651K
FAM
2736
Flaharty Asset Management
Florida
$650K +$84.9K +500 +15%
DWG
2737
Darden Wealth Group
Michigan
$650K -$170 -1 -0%
MFG
2738
MTM Financial Group
Pennsylvania
$649K -$67.9K -400 -10%
CTWM
2739
Cherry Tree Wealth Management
Minnesota
$649K +$340 +2 +0.1%
OWM
2740
OneAscent Wealth Management
Alabama
$647K +$635K +3,738 New
PGWM
2741
Parisi Gray Wealth Management
New Jersey
$647K -$27.2K -160 -4%
HAS
2742
Holland Advisory Services
Florida
$646K +$340 +2 +0.1%
SIC
2743
SJS Investment Consulting
Ohio
$646K +$509 +3 +0.1%
IPW
2744
Impact Partnership Wealth
Georgia
$644K +$6.62K +39 +1%
WAM
2745
WFA Asset Management
Wisconsin
$644K +$3.73K +22 +0.6%
AWP
2746
Abacus Wealth Partners
California
$642K -$81.5K -480 -11%
VPP
2747
Vertex Planning Partners
Illinois
$642K +$1.19K +7 +0.2%
CIA
2748
Cape Investment Advisory
Georgia
$642K -$11.2K -66 -2%
LSPW
2749
Lake Street Private Wealth
Illinois
$641K -$1.11M -6,524 -64%
BFG
2750
Bouchey Financial Group
New York
$640K +$11.4K +67 +2%

PG Hedge Fund Activity: Q3 2024 in Review

3,719 of the 6,965 institutional investors tracked by Wall St. Rank reported a position in Procter & Gamble (PG) for Q3 2024, worth a combined $274B — up 4.8% from $262B a quarter earlier.

Buyers outnumbered sellers: 192 funds opened new PG positions and 81 closed out — a net gain of 111 holders — while 1,568 added to existing stakes and 1,519 trimmed.

The largest buyer was BlackRock, adding an estimated $730M. The largest seller was Wellington Management Group, cutting an estimated $1.01B.

  • 3,719 institutional investors held Procter & Gamble (PG) as of Q3 2024, up from 3,653 in Q2 2024.
  • Funds reported $274B of Procter & Gamble stock for Q3 2024, up 4.8% quarter-over-quarter.
  • 192 funds opened new Procter & Gamble positions in Q3 2024 and 81 closed out, a net change of +111 holders.
  • The largest Procter & Gamble buyer in Q3 2024 was BlackRock, an estimated $730M added.
  • The largest Procter & Gamble seller in Q3 2024 was Wellington Management Group, an estimated $1.01B sold.

Based on aggregated 13F filings for Q3 2024.